Regions
The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
Abu Dhabi based wealth manager introduces ‘Funds as a Service’ offering
To meet the needs of the Gulf’s growing community of family offices
91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents
Beyond the Data: Real stories of diversity and inclusion
In this debut episode Alina Khan welcomes Marianne Oliver, operations director at InvestEngine
What might be in store for personal taxation under a Labour government?
As shadow chancellor Rachel Reeves indicated several measures the party will and won’t implement