Which stories dominated the headlines?
Cost-saving measures encouraged
Due diligence is key
Up 18.7% over the year
Low-cost investment solution
Investment trust round-up
Need to better understand their investment goals
Investing in new systems crucial
Chief executive until 2004
Aims to set new industry standard
Total inflows of nearly $6bn in 2016
The word innovative is not one commonly associated with an actuary. After all, they are the people who found accountancy too easy so they needed something else to stretch their brains.
Importance of social media in era of geopolitical risk
Joins from SEI Investments
To work alongside CEO, Alan Beaney
Optimistic on international equities
Will offer bespoke and model portfolios
Expected to complete in Q1 2017
Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...
Driven by discretionary business