Widows walk away from advice
Failing to form a relationship with a client’s spouse means IFAs are losing business
Fidelity
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Backing just one asset class ‘could prove too risky’
‘Spreading your investments increases the chances of mitigating the drag of any stragglers’
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10 investment firms unite to tackle black underrepresentation
SJP, Aon and Morgan Stanley among companies that will share details about barriers for talent
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PEOPLE MOVES: Openwork, BNY Mellon IM, Aberdeen Standard
Advice network names CFO, while investment firm makes chief executive change
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Fidelity eyes foray into UK advice market
Digital German service may be rolled out in Britain
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HSBC UK teams up with Fidelity for Sipp
To target 1.22 million qualifying customers
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Industry still facing ‘tsunami’ of pension freedom challenges
Record year as flexible payments hit £9.4bn in 2019
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Fidelity plans global ‘expansion’ of digital wealth offering
As it says team of 40 is helping grow the business in several markets across the world
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Diversity and inclusion duo partner on ‘returnship’ programme
The initiative will create ‘supported routes back to work’ for people who took career breaks
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Hong Kong regulator fines Fidelity and Adamas
SFC slaps asset managers with penalties for breaching regulations
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US in the news: Amerilife closes M&A deal
A round-up of the latest people moves and M&A deals in North America
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PEOPLE MOVES: Axa, LGIM, Aviva
Insurer names group chief innovation officer, while investment manager hires compliance chief