Investment | 19 Sep 24
Asset allocation model portfolio assets to reach $2.9trn by 2026
More than one-third of outsourcer advisers expect to increase their use of model portfolios over the next 12 months
Advice firms only as strong as their back-office, says Continuum
Even the best team of advisers can only achieve so much
Hong Kong SFC bans ex-UBS associate director for life
His criminal convictions led the SFC to consider him not a fit and proper person to be licensed or registered to carry on regulated activities
People Moves | 2 Sep 24
Evelyn Partners hires Rachel Bleakley as associate director of financial planning team
Before joining Evelyn Partners, Bleakley was a wealth planner at Succession Wealth
Investment | 30 Aug 24
Titan Wealth to close multi-asset range of funds in one month
The news follows Tavistock’s termination of its partnership with Titan last month