Morgan Stanley is to acquire E*TRADE, a financial services company and specialist in the online brokerage industry, in an all-stock transaction valued at approximately USD13 billion.
More than half of clients approaching retirement want to know if they can do so early, according to new research from Standard Life.
Vanguard, a provider of defined contribution (DC) record-keeping and investment management services, has partnered with EQ, a shareholder services company, to provide equity compensation services to plan sponsor clients and their participants.
Banking and wealth management group MyState Limited has appointed Gary Dickson as Chief Financial Officer (CFO) with immediate effect.
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.
Old Mutual Wealth, Quilter’s UK Platform, is to introduce family linking – a multiple family member discount which will significantly save money across the generations – from April 2020.
IPS Capital (IPS), the multi-asset investment management firm, has completed a merger with Prospect Wealth Management (Prospect).
GBST, a provider of wealth administration software, has seen UK assets on its Composer platform grow by 25 per cent to approximately GBP135 billion and active accounts increase by 28 per cent to reach just under three million in the year to the end of December 2019.
Digital financial advice service, OpenMoney, has partnered with free online pension planning tool GUIIDE to help people make choices over their finances in retirement.
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.