FNZ buys Swiss private banking tech firm
Deal bolsters its European footprint following the acquisition of Appway in 2021
News
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Climate and biodiversity top priorities for southeast Asia investors
Vast majority of younger savers more likely to stick with their principles when making decisions
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UK firm launches white-labelled portfolio service for advisers
To give IFAs more input into the investment proposition
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Take-up of pension advice and guidance ‘going backwards’
FCA data shows 40% of decumulation products were bought by DIY savers
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‘Unscrupulous’ online broker shut down for misleading investors
Victims reported losses of around £263,000
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Retirees urged to not rush into a pension transfer
DB scheme members should be careful not to ‘panic buy’ in the assumption that values will fall
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Morgan Stanley expands wealth offering with partnership
To provide access to private markets to managers around the world
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£22m pension fraud duo jailed
275 victims lost most or all their retirement savings
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Wealth firm targets paraplanners with adviser academy
It will help train financial services professionals with no client-facing experience
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‘Extremely ambitious’ pensions dashboard timeline extended
But trustees and providers warned to ‘get data ready’
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No new advised clients for investment platform
As it looks to grow D2C offering
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Dynamic Planner eyes UK and Europe expansion with PE investment
Funding will ‘take the business to the next level’