The True & Fair Campaign, led by co-founders Gina and Alan Miller, has published its latest report, Asleep at the wheel, an expose of systemic regulatory failure and consumer detriment in the UK financial services sector.
We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.
The digital world, and ironically how it allows greater personalisation, preoccupies Mark Trousdale, Chief Growth Officer at the international wealth-tech platform InvestCloud.
Evidence-based investment firm Sparrows Capital, has launched its platform-based model portfolio service for financial advisers and their networks.
London-based fintech firm Nucoro believes Sweden is set to see huge growth in its digital wealth management sector, citing three key factors driving the development.
Beyond Investing’s Claire Smith (pictured), creator of the US Vegan Climate Index writes this week’s In My Opinion, asking ‘Are all ESG Indexes as green as you want them to be?’
Franklin Templeton is to become one of the world’s largest independent asset managers, with USD1.5 trillion in assets under management, with its purchase of Legg Mason for USD6.5 billion, including assuming USD2 billion of existing debt.
A former Lisbon based financial adviser, Jose Supico, observed that continental European financial advice lacked independence and basically came down to a sales transaction with a bank.