Financial planning
Financial planning | 25 Jun 24
Hayah and Azimut partner to launch retirement products for UAE
Life insurance company Hayah and asset management firm Azimut have joined forces to offer tailored local investment solutions for pension management in the UAE
Financial planning | 21 Jun 24
Collidr surpasses £3bn AUM as Paradign Norton adopts ‘IntelligentMPS’
Paradigm Norton is one of the largest independent financial planning companies in England with over £1.39bn AUM
Financial planning | 20 Jun 24
Innovate Finance to distribute CISI’s Certificate in Ethical AI to its membership
The certificate will become available to Innovate Finance members on 1 July 2024
Aviva and FNZ partnership add new ‘state-of-the-art’ adviser tools to platform
The new adviser tools will include a digital adviser access and workflow tool for Aviva’s asset transfer service
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage