Network of connected people

Companies 22 Sep 23

Are we entering a new age for investor communications?

As FCA research highlights how customer communications are not meeting needs

Companies 22 Sep 23

PEOPLE Moves: Quilter, HSBC, Close Brothers

Wealth manager hires academy director while asset manager makes two senior hires

Companies 21 Sep 23

Investment manager and solutions provider make MPS available to all UK advisers

Offering hybrid and sustainability-focused portfolios

Companies 21 Sep 23

A fifth of IFAs plan to overhaul their tech stack in the next 12 months

With one in seven having switched cashflow modelling tools in the last year

Industry | 21 Sep 23

IHT receipts reach £3.2bn

A £300m increase compared to the same period last year

Companies | 21 Sep 23

Wealth managers urged to meet women clients priorities in MENA region

With women increasingly influencing family office in the region

Companies | 20 Sep 23

Adviser network partners with regtech provider to better assess vulnerable clients

Enabling advisers to successfully identify vulnerable client characteristics

Business deal, agreement or contract concept. Employee manager and handshake icons on wooden cubes

Companies | 20 Sep 23

FE fundinfo acquires French-based firm

Who will power FE fundinfo’s managed fee and distribution channel management service

Companies | 20 Sep 23

UK wealth manager sells ETF specialist

For an upfront payment of £2.625m

view more