Investors want more education from providers and advisers
They also demand for personal values and principles to be at forefront of their strategies
United Kingdom
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PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
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Alternatives attractive to multi-asset managers
Renewable energy, asset financing and music streaming are playing an important role in fund strategies
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Advice firm targets young women with financial education platform
To tackle gender wealth gap
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We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
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UK advice firm finally sold to US fintech group
Deal was first announced in August 2021 and expected to complete within 90 days
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Ex-BlackRock VP sets up model portfolio provider
Firm will offer impact investment-focused products looking to tackle climate change and social inequality
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FCA turns to tech in fight against scams
It allows the regulator to scan 100,000 websites every day
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How robo-advisers can fit into the industry
They don’t have to be competition for IFAs
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£300,000 gulf between HNW retirement dreams and reality
As many as 90% misjudged the level of income needed for later life
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25% of UK advisers unaware of incoming Consumer Duty rules
Platform providers in demand to help deal with the changes
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PEOPLE MOVES: Odey AM, Charles Stanley, Stonehage Fleming
Asset manager names CEO, as wealth firm hires head of IHT