Franklin Templeton buys global investment firm
Potential value of the deal could reach $1.8bn
Africa
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International advice firm Globaleye sold to Jersey wealth consolidator
As part of a double swoop including an Isle of Man-based financial planning company
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Just 42% of family offices globally have a wealth succession plan
As 37% say they have been the target of cyber attacks
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PEOPLE MOVES: Verso WM, Fiera Capital, Julius Baer
Wealth firm names CEO, as asset manager hires EMEA chief executive
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes
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PEOPLE MOVES: FWD Group, Melbourne Capital Group, BNP Paribas WM
CFO exits insurance company, as advice firm names head of business development
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What advisers need to know about the South African Rand slump
Investors should look beyond near-term news
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Should financial regulators do more to help retail investors?
Jargon is a problem, say advisers
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PEOPLE MOVES: Schroders, Novia Financial, Man Group
Asset manager names global head of wealth management, as platform makes c-suite change