£2.9bn of net inflows help SJP stay above the £150bn FUM mark
Even as tough market conditions weigh on assets
News
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How advisers can help business owners with succession planning
Clients may be overwhelmed dealing with the challenges
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UK rejects automatic pension guidance appointments
Move may ‘encourage people to access their savings earlier than appropriate’, government says
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First virtual bank in Hong Kong to offer digital wealth advice
It will collaborate with Allianz Global Investors for the service
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How advisers can get investment recommendations right
‘No one wants to pay more than they have to for a given product’
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M&G chief executive John Foley retires
He steered the fund group through its demerger from Prudential in 2019
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Novia Financial brand to disappear following acquisition
It will be combined with fellow platform Wealthtime
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Fairstone expands DBO acquisition programme
Firms will be able to tap into its funds to make local M&A deals
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Hong Kong retail investors lack of ESG awareness
Only 5% are currently investing in environmental, social or governance products
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PEOPLE MOVES: Canada Life, Edmond de Rothschild, PraxisIFM
Insurer appoints chief information officer, while private bank expands senior team in the Middle East
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Shift to residence-based taxation ‘would cost the US nothing’
Campaign group argues that rights recently afforded to companies should be extended to individuals
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Multi-generational financial advice on the rise
As families use the same IFA in an effort to deal with the cost of living crisis