United Kingdom
Parmenion integrates data tools to improve adviser reporting
Fastrak and FINIO will give advisers access to data about their clients’ investments
Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
Four-fifths of DB pension trustees expected to approach insurer in next five years
With 36% expected to approach one within the next year
PEOPLE MOVES: Benchmark, Aviva Investors, Schroders PW
Advice business announces CEO change, as asset manager names head of global wealth for UK
Retail investment advice revenues increase by 3%
As firms pay £166m in professional indemnity premiums