News
Family office acquires stake in fintech firm
To bolster its development of a wealth management platform for the ‘digital future’
US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
Best Practice | news 2 Nov 22
JP Morgan WM sets up remote advice business in US
To reach out to a ‘whole new set of clients’
Best Practice | news 2 Nov 22
Just 1% of advisers trust funds’ sustainability claims
But most agreed that ‘investments should make a positive difference as well as a financial return’
SJP rolls out accumulation range
It will complement the firm’s existing suite of decumulation funds