Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Hargreaves Lansdown
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IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
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Annuity rates rise 20% in the last year
A 65-year-old with a £100,000 pension can get up to £7,144 per year
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PEOPLE MOVES: Evelyn Partners, Globaleye, M&G
Wealth manager names CEO, as advice group hires director of wealth planning
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FCA cracks down on ‘wild west’ of crypto advertising
But concerns remain over the regulator classifying the asset as a Restricted Mass Market Investment
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PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
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DB pension transfers excluded from advice-guidance review
But FCA says that accumulation and decumulation products will be part of the analysis
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UBS splashes out $3.2bn to buy troubled rival Credit Suisse
Deal will create a global wealth manager with $5trn of assets
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PEOPLE MOVES: Abrdn, LGT WM, Deutsche Bank
Asset manager hires CIO, as wealth firm promotes five to partner
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Investment bank and Hargreaves enter platform partnership
Rex, to be rebranded as Retailbook, enables retail investors to carry out capital market transactions
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PEOPLE MOVES: Hargreaves Lansdown, EFG, Shard Capital
Investment giant names CEO, as financial services group bolsters Dubai operation
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PEOPLE MOVES: Atlantic House, LGT, Fidelity
Investment firm names head of distribution, while wealth manager bolsters Middle East client services team