Industry
Deutsche Bank reportedly eyes China WM joint venture
It will be the fifth overseas company to form a wealth partnership in the country
UK investment manager unveils Aim portfolio
Product will offer ‘significant estate planning benefits five years faster’ than other IHT solutions
IFA consolidator buys Essex-based advice firm
It is the acquirer’s 11th deal in the market
PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
Best Practice | 6 Jan 22
What are the benefits of using a platform?
Don’t think of it as a product, says one managing director, view it as a service