Bank of America invests in fintech platform
They have been partners since 2018
News
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We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
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FCA turns to tech in fight against scams
It allows the regulator to scan 100,000 websites every day
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How robo-advisers can fit into the industry
They don’t have to be competition for IFAs
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£300,000 gulf between HNW retirement dreams and reality
As many as 90% misjudged the level of income needed for later life
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PEOPLE MOVES: Odey AM, Charles Stanley, Stonehage Fleming
Asset manager names CEO, as wealth firm hires head of IHT
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Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
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Australian pension firm fined for false marketing
It misled clients about property investment returns
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Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
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Assetco to buy SVM Asset Management in £10.7m deal
As it seeks to build an Edinburgh hub alongside Saracen Fund Managers and Revera Asset Management
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Mena advisers predict surge in fixed income allocation
International real estate and domestic equities also in demand
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Aussie financial adviser convicted and fined
After breaching regulatory ban