Regions
Bank aims to form ‘closer ties’ with advice firms
An online service will address advisers’ issues around client information
Canadian firm unites global wealth and asset management arms
The operational changes will make it ‘better positioned to organically grow assets’
Hong Kong reverse mortgage product to support retirement
It will use a life policy as ‘collateral to draw down loans’
Leicester-based IFA snapped up through buyout scheme
Some 420 clients, three advisers and seven support staff will join the financial planner
AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’