Companies
Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
Third of female advice clients feel patronised
With heavy use of jargon throwing up even more barriers to women engaging with financial planning
When to buy life and protection products
Three insurers reveal how people at different stages in their lives can plan ahead
IFA network makes 13th company buyout
Firm brings £26m of assets under management to the business
Wealth managers must ‘evaluate’ offering as clients jump ship
Survey by EY finds 66% of advice customers would have changed provider in six years