Industry
Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
Baby boomers vs millennials: FCA dives into generation battle
Spotlight on pension, insurance, mortgage and credit inequality
Third of female advice clients feel patronised
With heavy use of jargon throwing up even more barriers to women engaging with financial planning
Investor protection needed before Saudi govt bond retail plans
Move should be ‘accompanied by a specific regulatory framework’ with access to information about risks
When to buy life and protection products
Three insurers reveal how people at different stages in their lives can plan ahead