Companies

Companies | 24 Dec 18

Lifestyle retirement goals main financial target for US HNWs

BMO Wealth Management surveyed more than 1,000 investors about receiving a massive windfall

IFA Newell Palmer clocks up third acquisition in four months

Companies | 24 Dec 18

Financial planning group agrees double acquisition

Also, Caledonia Investments to acquire minority share in a multi-family office

Asia | 24 Dec 18

HSBC Malaysia receives approval to sell stake in life arm

The bank to divest its 49% share to focus on banking in the region

Best Practice | 21 Dec 18

Gender equality shouldn’t be a ‘false consensus’, says FCA

Just talking about diversity won’t cut it, with 300% increase in sexual misconduct complaints in 2018

Fintech

Asia | 21 Dec 18

Dolfin’s ‘hybrid’ business model eases regulatory struggles

The head of wealth management thinks his firm has solved issues for its relationship managers