Companies
Canadian wealth firm enters China’s private funds market
Montreal-headquartered company already directly holds a 13.9% stake in China Asset Management
UK investment manager eyes advice expansion
As it adds financial planners to its own network and in-house business
‘Money grabbing’ and ‘expensive’ advice sector repels Brits
Only 10% have taken paid-for financial services in the last two years
IHT receipts fall for the first time in a decade
‘Hard to believe’ that inheritance tax is not ‘under the microscope’ to fill hole in UK budget
Global data provider buys advice tech firm
To meet the evolving way of how clients communicate with advisers