Companies
Online wealth manager unveils DIY investment platform
Many trading apps ‘have failed to fulfil the responsibility of educating’ savers on diversification and risk
UK financial planning firm buys Yorkshire-based business
It is the company’s sixth acquisition in 2021
Westpac sells New Zealand life insurance business
As it enters into a 15-year distribution agreement
How do you solve a problem like younger clients?
Industry must ‘ensure that we provide advice in a way which works for the next generation’
PEOPLE MOVES: SJP, Carrick Wealth, Deutsche Bank
Wealth manager hires director for retirement, while South African firm names regional manager