Omnis Investments launches new MPS
New Omnis Agility range will hold about 30% of assets in ETFs
Openwork
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People Moves: Canaccord Genuity, Evelyn Partners, UBS
Professional services group appoints partner as wealth manager promotes employee to country head
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44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
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Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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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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Tenet Group to close wealth network
Appointed representatives offered chance to join rival company
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
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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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Why has Scotland become an attractive hub for advice firms?
It is ‘often the obvious next move’ for companies looking to expand
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Should financial regulators do more to help retail investors?
Jargon is a problem, say advisers