Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
Regions
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Australian superannuation fund gains wiped out
As markets react to the coronavirus outbreak
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UK university unveils personal finance app
To help people manage their money during the coronavirus outbreak
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Wealth tech firm unveils investment performance reporting tool
It will allow advisers and managers to switch between time and money weighted reports
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Royal London sells off £14bn Ascentric platform
Firm says it remains ‘firmly committed to the adviser market’ after M&G deal
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National Friendly targets ‘gap in the market’
As it bolsters telephone-based advice operation and expands offering
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Franklin Templeton fires employee over racist viral video
Head of insurance investment solutions was filmed during an altercation in New York
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PEOPLE MOVES: Openwork, Brown Shipley, Quintet
Advice network’s parent company and UK and Luxembourg private banks hire chairmen
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Covid and technology: what works?
IA catches up with European advisers and wealth managers to find out
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US Ponzi scheme adviser assets frozen
He raised more than $5.6m from at least 35 investors who were mostly retirees in California
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Hong Kong regulator approves Goldman Sachs AM funds
As its eyes the retail investor market in the special administrative region
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UK pensions secretary ‘cherry-picking’ facts on frozen pensions
Activist claims that over 90,000 overseas retirees receive less than £20 a week