Wealth Management

Advisory

Dynamic Planner launches automated service for advisers

In response to FAMR

clock 28 February 2017 • 2 min read

Wealth Management

Update: SJP shares fall after CEO Bellamy announces he will step down after 11 years

Will be replaced by Andrew Croft

clock 27 February 2017 • 3 min read

Wealth Management

City Financial teams up with Novia Global for DFM range

Service launched last March

clock 23 February 2017 • 1 min read

Wealth Management

Rathbone Brothers' inflows slow despite higher flows into unit trust arm

Units trusts' by 29% AUM up

clock 22 February 2017 • 3 min read

Investment

Hargreaves Lansdown to open technology hub in Poland

Increased IT development capability

clock 22 February 2017 • 1 min read

Wealth managers

Rowan Dartington continues hiring spree with double appointment

Based in the firm's London and Manchester offices

clock 21 February 2017 • 1 min read

Regulation

PwC: Asset and wealth managers show 'striking' lack of digital innovation

Worried about cyber security

clock 19 February 2017 • 2 min read

Advisory

Revealed: Advisers' favourite business development managers

Octopus tops 'investment' category

clock 17 February 2017 • 2 min read

Wealth Management

MSCI launches two indices for WMA as provider replaces FTSE UK

New real estate and alternatives indices

clock 15 February 2017 • 2 min read

Investment

Canaccord Genuity WM appoints replacement as CIO Cuming set to step down

Stepping down from his role in May

clock 07 February 2017 • 1 min read
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