The global shift away from transactional advice
Harnessing the technological revolution to deliver better experiences and outcomes for clients
Regions
-
-
US in the news: Bank hires head of wealth management from HSBC
A round-up of the latest people moves and M&A deals in North America
-
AMP to reduce superannuation fees
To provide ‘highly competitive wealth solution to help with retirement’
-
UBS investigated in Italy over €6m fraud
It acted as an intermediary for a Milan-based wealth firm that conned 117 clients
-
Will ESG investing crack the financial advice industry in 2020?
A lot of products are ‘coming down the conveyor belt’
-
PEOPLE MOVES: Brewin Dolphin, Praemium, BMO GAM
CEO change at UK wealth firm, while international platform makes C-suite promotion
-
Goldman Sachs cannot comply with Fatca in the UK
As its platform lacks the ‘infrastructure to support people subject to US tax rules’
-
Aegon exits Japanese joint venture
With 50% stakes in life and reinsurance firms sold to the Tokyo-based partner
-
Quarter of UK adults want support to become adviser
Job remains more popular among men as 65% would consider it as career
-
Seven financial services firms recognised for LGBT+ work
Two regulators and several law firms in the UK also made the Stonewall list
-
Platforms can offer more than just low costs
Technology can help alert advisers when their clients really need them
-
Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019