Latest news
IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
Best Practice | 5 Oct 22
Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
14-year record high for annuity rates
They have increased by 52% in the last nine months alone
A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
PEOPLE MOVES: Invesco, Julius Baer, Societe Generale
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team