Wealth Management
Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
14% of Singaporeans and Hongkongers believe they are too wealthy
As only 41% were happy with their level of wealth
Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’