International advice network launches US operation
As it gets authorisation by two Swiss regulators
News
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PEOPLE MOVES: Aviva Investors, Fairstone, Standard Life
Asset manager and advice firm make c-suite changes
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Aveni unveils AI platform for financial advice firms
Solution will look to cut admin time down from hours to minutes
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Wealth consolidator snaps up Square Mile
Research and consultancy firm will continue to operate under its own brand
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Novia Financial partners with ESG Accord to launch sustainability framework
It will be aimed at financial advisers, compliance consultants and paraplanners
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33% rise in pre-tax profit for STM Group
‘New business growth has not been at the speed or levels that I would have wanted or expected’, says CEO
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Dubai wealth market is an ‘exciting place’, says SJP COO
As he admits ‘I don’t think it’s a secret that we did some work in 2015 looking at the UAE as an opportunity’
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Chinese private pension market to hit $550bn by 2030
Following reforms to the market
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Fintech firm partners with AIB Life to launch hybrid advice solution
This is the first phase of the project between the two companies
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IFA banned from providing advice on pension transfers
He has also been forced to pay £106,100
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Quilter Investors cuts fees on funds over £750m
It will apply to all but two of the firm’s UK domiciled strategies
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Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry