Industry
Financial planning | 10 Sep 25
Majority of HNW individuals want their wealth to have a positive impact
88% of HNW individuals said they believe their wealth has a positive effect
Ritholtz Wealth Management partners with Altruist to expand access to advice
Ritholtz has built a tiered service model and Altruist will help it scale up this offering
FCA to reduce DB pension transfer reporting
The reporting will be cut back from half-yearly to annually
Utmost Wealth Solutions registers net inflows as Lombard International beds in
The firm credited flows to “robust results” in the UK and Continental Europe
Investment | 9 Sep 25
SEI names Sharma to lead its international business
Sharma has been with SEI since 2008 and will continue to lead as Global Head of Private Banking in addition to this expanded role