Robo vs financial advice: Battle of the Canadian wealth market
Questions being raised about whether tech start-ups can dominate in the HNW sector
Wealth Management
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Goldman Sachs to create consumer & wealth management arm
As it realigns and renames its four core business segments
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Australian wealth firm sells advice and life arm
For A$2.5m and advisers will be able to keep working for the acquiring company
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Digital partnering is an effective solution not a cop out
‘Firms are struggling against a wave of digitisation in the wealth management arena’
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Is charging initial advice fees bad for the industry?
One firm argues it fuels a culture of ‘complacency and inefficiency’ – but not everyone agrees
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Chinese wealth management service provider acquires Hong Kong firm
‘We will continue to evaluate other business and growth opportunities as they arise’
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Advisers reluctant to grasp the social media nettle
Industry has struggled to embrace the era of instant communication
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London & Capital names chief executive
Several high profile moves following death of co-founder and managing director Daniel Freedman
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Are pre-nups a wealth management tool?
While the contract has been criticised as ‘unromantic’, it can make financial planning easier
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Swiss banking group opens Abu Dhabi office
Firm says it ‘is the great next step’ in growing its international presence
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Investec labelled most expensive wealth manager in leaked report
Grant Thornton examined 20 largest firms in the industry in exercise reportedly for SJP
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US in the news: Wealth managers agree $1.3bn merger
A round-up of the latest people moves and M&A deals in North America