News
US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
AIA Singapore merges wealth and health offerings
To meet the ‘underserved needs’ of high net worth clients
Raymond James takeover of Charles Stanley gets final go-ahead
A month after regulator approved the acquisition
Can rising inflation lead to a resurgence in annuities?
Index-linked products ‘could prove to be a particularly popular recommendation’
PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change