News
Retirement | news 20 Nov 24
Advisers should do more to encourage clients to talk about ‘retirement dreams’
Emotional and practical intelligence skills are needed
Financial Planning Standards Board names board chair, expands global leadership
FPSB also announces two new board members, Marcia Dessen and Jan Karsten, to serve three-year terms
Investment | news 20 Nov 24
Quilter Investors adds new asset classes to monthly income portfolios
Local currency emerging market debt is one of the new asset classes
Investment | news 19 Nov 24
Four fifths of asset and wealth managers say AI will fuel revenue growth
Global AUM to hit $171trn by 2028, with alternatives leading the way
People Moves | news 19 Nov 24
Caitlin Southall joins WBR Group as head of SSAS proposition
Her appointment is effective immediately, reporting to Martin Tilley