Industry
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
Who is advising Asia’s ultra wealthy?
An expanding pool of rich people is drifting out of reach of financial advisers and wealth managers
Indian digital payments firm to buy online insurer
The deal is believed to amount to around $120m to be paid in cash
Canaccord Genuity bolsters Australia operation with wealth deal
Acquisition will help the firm become an ‘increasingly stronger competitor’ in the country
Best Practice | 11 Jun 19
Tilney joins forces with regtech provider for DB education
It will ensure all enquirers will ‘benefit from a thorough, impartial, accredited, video training’