PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
News
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Australian investment manager buys wealth firm
Deal adds A$380m in funds under management
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Global wealth manager eyes acquisitions
As firm looks to expand its presence in regions where it already operates
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Canadian advice tech firm enters UK market
To help advisers cater to the increasing demands of clients
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FCA set to yank unused permissions from advice firms
It no longer has to wait 12 months to take action
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Complaint deadline looms for British Steel victims
Regulator says come forward or miss out on compensation
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Long duration assets can play ‘important role’ in portfolios
To protect returns against the volatility expected in the months ahead
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UK advisers worried about Consumer Duty rules and guidance
Industry told to ‘seriously start looking’ at processes and ‘consider’ impact of the incoming regulation
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Digital investment platform launches in Hong Kong
As Manulife unveils savings product in the Special Administrative Region
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Clients want to pay a fixed fee for on-demand advice
And majority prefer to stick with face-to-face meetings
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Investment research ‘time consuming’ and ‘too complicated, say Brits
But FCA tells consumers to make sure they ‘do their homework’
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Is consolidation good for wealth clients?
‘We may well continue to see much more activity in the coming months’