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Financial planning | 10 Sep 25

Majority of HNW individuals want their wealth to have a positive impact

88% of HNW individuals said they believe their wealth has a positive effect

Companies | 10 Sep 25

Ritholtz Wealth Management partners with Altruist to expand access to advice

Ritholtz has built a tiered service model and Altruist will help it scale up this offering

Financial planning | 9 Sep 25

DFM Magnus launches trio of multi-asset funds for Wren Sterling clients

The trio of multi-asset funds will complement Magnus’s managed portfolio solutions range

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Financial planning | 9 Sep 25

Advisers increase contact with clients amid US market volatility

54% of affluent US investors said their communication with their adviser has increased this year

Fintech

Investment | 9 Sep 25

SEI names Sharma to lead its international business

Sharma has been with SEI since 2008 and will continue to lead as Global Head of Private Banking in addition to this expanded role