Regions
‘Historic day’ as Aussie advice bodies agree merger
Deal comes at a ‘critical time’ for the financial planning industry
PE firm snaps up global advice group for $7bn
Deal will see the wealth business become a privately owned company
Best Practice | 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
Edmond de Rothschild sets up Dubai office
It has private wealth hubs in a range of European countries including Switzerland and Luxembourg

