Companies
Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
HSBC buys India-based investment manager for $425m
As part of its strategy to become ‘a leading wealth manager in Asia’
Consolidation paves way for new players in UAE
As smaller advice firms and brokerages start to shun life products