Regions
Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’
UAE bank unveils wealth management portal
It will help the group ‘deliver innovative solutions that address the evolving needs of our customers’
FNZ acquires New Zealand online investment platform
It will ‘invest heavily’ in the acquired business
Global advice ‘consortium’ buys UK financial planning firm
This is the acquirer’s second deal in Britain in 2021
Supply of DB pension transfer advice ‘in retreat’
‘Pressure on trustees to do more to support members will only grow’