News
UK financial planning firm completes first M&A deal of 2021
Acquisition adds more than £60m funds under management to the group
Banking giant creates global wealth management business
Operation will be led by the group’s head of investor sales and relationship management
US fund manager charged for defrauding retail investors
He and his company misappropriated $7m in client money via real estate investments
European fintech firm unveils platform for retail investors
It will provide them with institutional tools to measure market sentiment
What do financial advisers want to see in 2021?
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’