The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
Kingswood
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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Should more advisers in the UAE turn to outsourcing?
Region’s financial sector is ‘developing and evolving at a rapid pace’
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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IBOSS cuts charges across 32 MPS portfolios
Negotiations with fund houses have resulted in reduced pricing
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade
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Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out
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PEOPLE MOVES: Fecif, Candriam, Kingswood
European professional body elects chair, as multi-asset manager makes c-suite change
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PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
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Has the UK advice M&A market reached its peak?
‘Number of appropriate new investment targets is very limited’
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Acquisitions add £1.7bn of assets to Kingswood
As CEO David Lawrence tells investors to expect more of the same this year
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The importance of being a boring retail investor
Many will be wondering what they can do this year to make up for lost ground