IFAs ‘squandering vast numbers of hours’ by not embracing tech
Those slow to adopt technology lose over eight weeks of work per year
The world’s about to get complicated – start asking your network these questions:
During the past decade, our industry has experienced tremendous growth in the financial services markets and never more so than within the international space. In consequence, global regulators have hardened their attitude towards operating standards and now fully expect wealth management firms to be competent, well run organisations that can deliver appropriate solutions at the right price, and treating customers fairly has never been more in focus. […]
Chinese wealth firm expands offering to Canada
It will be able to give financial advice to HNW individuals and family offices in the country
Best Practice | 14 Jun 19
How to advise vulnerable clients
UK financial watchdog has made it clear that firms are expected to take up the challenge
US in the news: Rockefeller expands family office operation
A round-up of the latest people moves and M&A deals in North America