Morningstar
UBS splashes out $3.2bn to buy troubled rival Credit Suisse
Deal will create a global wealth manager with $5trn of assets
Platforms must adapt to advisers’ needs
They have an important role to play when developing their proposition for advice firms
How will South Africa greylisting impact the advice market?
It becomes the second G20 country to warrant increased monitoring
Best Practice | 20 Feb 23
How the sustainability disclosure requirements will impact DFMs
Concerns of vast swathes of assets chasing labelled funds and a threshold MPS will never meet
Best Practice | 16 Feb 23
Advice businesses should strive for high professional standards
Raising the bar doesn’t just benefit clients but companies too