wealth management

Nearly half of wealth managers 'dissatisfied' with their tech systems

Your profession

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated

clock 06 February 2024 • 1 min read
M&A deals in wealth space record slide and halving of value in 2023

Your profession

M&A deals in wealth space record slide and halving of value in 2023

A total 107 deals were confirmed in 2023 down from 132 in 2022

clock 16 January 2024 • 1 min read
Quilter Cheviot's Miller brings four-decade wealth management career to a close

Investment

Quilter Cheviot's Miller brings four-decade wealth management career to a close

Joined Cheviot Asset Management in 2007

clock 25 January 2022 • 2 min read
Mattioli Woods eyes more acquisitions as integrations on track

Your profession

Mattioli Woods eyes more acquisitions as integrations on track

'Substantial opportunities'

clock 17 December 2021 • 1 min read
Dispelling the protection 'elephant in the room' for wealth advisers

Protection

Dispelling the protection 'elephant in the room' for wealth advisers

Income Protection Awareness Week

clock 22 September 2021 • 5 min read
Abrdn acquires Exo Investing to launch '24/7 digital wealth management'

Investment

Abrdn acquires Exo Investing to launch '24/7 digital wealth management'

Automated offering

clock 10 August 2021 • 2 min read

Investment

Partner Insight: Moral Maze: The ESG issues challenging wealth managers

New EU proposals require advisers to increase their knowledge of sustainable strategies but many see challenges ahead. Why?

clock 07 May 2021 • 1 min read

Companies

TEAM withdraws takeover bid after Tavistock rallies opposition

Share capital of 51% poised to fight

clock 21 April 2021 • 1 min read

Investment

Tavistock 'unequivocally rejects' takeover bid

Proposal 'significantly undervalued' firm

clock 24 March 2021 • 2 min read

Investment

iM Global Partner to build wealth management credentials with US boutique acquisition

Brings AUM above $24bn

clock 09 March 2021 • 2 min read
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02

Financial advice exam costs continue to rise

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03

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04

Vulnerability taboos deterring clients from seeking additional adviser support

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05

Lack of retirement confidence gives advice industry opportunity to show value

14 November 2024 • 3 min read