Best Practice | 17 Dec 20
Personalisation ‘imperative’ for advisers in 2021
It will help ‘deliver long-term benefits’ to businesses in the industry
Feifa partners with international wealth firm
It ‘adds significant value to the intermediary-client relationship’
UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
What can advisers do to retain next-gen clients?
‘Children quite often want to do things differently from their parents to forge their own path’
UBS sells Austria wealth operation to private bank
Deal will add around €4bn in assets under management