Scott McKenna, director, ETFLogic, reports from the US from the latest Inside ETFs conference…
The Personal Investment Management and Financial Advice Association (PIMFA) hosted its 2020 Financial Adviser Forum at Farrer & Co, in London this week with the 100 delegates discussing retirement, managing risks and client communications, intergenerational wealth, and ESG.
The Transparency Taskforce, which seeks a fair deal for consumers of financial services, held a symposium in London on Thursday 16 January – to examine fairness, transparency and pricing in the financial planning sector.
Foresight Group (Foresight) and Williams Advanced Engineering (Williams) have launched a share offer for Foresight Williams Technology Shares, a new share class within Foresight Solar & Technology VCT.
Addidi ‘s ‘Are you in?’ campaign launched this week in central London, described as a movement designed to bring behavioural change within the financial services industry, from the bottom up and from the top down, at the same time.
Boutique wealth manager EQ Investors (EQ) has made its Positive Impact Portfolios available via two more adviser investment platforms – Hubwise & Zurich.
Nasdaq Dubai, the region’s international exchange, and Menacorp, a UAE brokerage, are to collaborate to raise investor awareness across MENA of the expanding capital markets opportunities in the UAE and local region.
Meketa Investment Group is to host a Public and Private Markets Emerging & Diverse Manager Research Day in three of the firm’s US offices (Chicago, IL; Westwood, MA; and Carlsbad, CA).
The private client sector in Bermuda, aided by a buoyant restructuring trend, continues to show considerable strength, according to Carey Olsen Bermuda partner Keith Robinson.
Jersey Finance’s two London conferences attracted record numbers of attendees with the far-reaching capabilities of Artificial Intelligence (AI), the increasing threat to cyber security and confidentiality, and how political instability is driving business to safe harbours among the major themes.