Are we entering a new age for investor communications?
As FCA research highlights how customer communications are not meeting needs
News
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PEOPLE MOVES: Quilter, HSBC, Close Brothers
Wealth manager hires academy director while asset manager makes two senior hires
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Investment manager and solutions provider make MPS available to all UK advisers
Offering hybrid and sustainability-focused portfolios
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A fifth of IFAs plan to overhaul their tech stack in the next 12 months
With one in seven having switched cashflow modelling tools in the last year
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IHT receipts reach £3.2bn
A £300m increase compared to the same period last year
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Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
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Adviser network partners with regtech provider to better assess vulnerable clients
Enabling advisers to successfully identify vulnerable client characteristics
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FE fundinfo acquires French-based firm
Who will power FE fundinfo’s managed fee and distribution channel management service
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UK wealth manager sells ETF specialist
For an upfront payment of £2.625m
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Platform developer opens office in the UAE
As it appoints a Vice President of Sales for the Middle East and India
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UK wealth manager acquires Blackpool-based financial planner
For an initial consideration of £0.71m ($0.88m, €0.82m)
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The FCA’s action plan: How could it help cash savers?
After BofE revealed £250bn is sitting in deposits that don’t earn interest