Investment
The folly of chasing benchmarks
It has the potential to create a significant mismatch between client needs and outcomes
Ping An of China AM targets global investors with umbrella fund
It wants to launch ‘more products and services’ that meet demands of people across the world
Asset manager signs deal with wealth firm to bolster LatAm arm
As it targets offshore investors from Argentina, Panama and Uruguay
SimplyBiz teams up with Aviva fintech subsidiary
In a bid to provide a low fee digital investment option for advisers
SJP to pay £75,000 to client caught up in rogue scheme
Former adviser recommended customers invest in his friend’s start-up that later went bust