Industry

Quilter adds pair of firms to adviser network

Companies | 27 Feb 24

Quilter adds pair of firms to adviser network

Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join

Standard Life and Fidelity join forces on smoothed fund for advisers

Companies | 27 Feb 24

Standard Life and Fidelity join forces on smoothed fund for advisers

‘Strategic partnership’ formed to create the new offering

Richard Romer-Lee

Companies | 26 Feb 24

Square Mile’s Romer-Lee named Titan AM co-CEO

Regulator approved Titan’s acquisition of Square Mile on Friday

Financial Report. Reviewing investment portfolio. Adjusting portfolios from raising interest rates from the federal government or FED. Inflation, stock markets, funds, cryptocurrencies. Investors check their investment assets.

Companies | 22 Feb 24

Wealth Club launches managed portfolio service

Managed by head of research, Jonathan Moyes

Clients ‘outliving their savings’ tops advisers’ list of concerns

Industry | 22 Feb 24

Clients ‘outliving their savings’ tops advisers’ list of concerns

71% of 200 advisers interviewed pointed to this as a major issue