News
Three European watchdogs call for ‘clear’ financial product categories in SFDR review
The ESAs call for a ‘coherent’ sustainable finance framework
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)
DeVere Group’s asset management arm hits $1.5bn in AUM
All deVere AM funds are domiciled in Dublin
Middle East | news 18 Jun 24
Sam Oakes joins Hoxton Capital Management as its first head of creative
Oakes spent 15 years building Recruit UK which recruited talent for the financial planning space