Dolfin
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
Best Practice | 31 May 20
The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
PEOPLE MOVES: GAM, Columbia Threadneedle, PSIG
Blackrock veteran joins the Swiss asset manager, deputy chair named at pension scams group
PEOPLE MOVES: Just Group, UBS, Hargreaves Lansdown
Resignations at the top for the UK retirement income business and the Swiss firm
The future of wealth management is bionic
Wealth managers have long seen robo-advice and human expertise as distinct alternatives, but firms can offer the two in tandem – and they must if they are to avoid being left behind