IFA consolidator Absolute Financial Group launches with Inflexion backing
Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.
Wealth and Asset Management
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Staying invested remains a strategic lever
American exceptionalism continues to hold its ground amid macroeconomic uncertainty.
Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning
Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.
Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration
This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.
Swiss National Bank publishes banknote designs
In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.
Quilter retains signatory status to the UK Stewardship Code
The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.
Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan
HSBC launches wealth academy in Malaysia
The academy complements HSBC’s expanding wealth management presence in Malaysia.
BEKB asserts itself as a successful bank in a challenging market environment
Lending continues to be risk-conscious and responsible.
St.Galler Kantonalbank increases profit in the first half of the year
Customer loans increased by 1.1% to CHF 34.1 billion in the first half of the year.
Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires
German lender plots more hires as it looks to expand ultra high net worth team
Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division
North Canton, Ohio-based team adds $481 million in assets to Steward Partners