News

Quilter unveils three-month financial adviser training course

https://international-adviser.com/quilter-unveils-three-month-financial-adviser-training-course/

Added: 19/09/2019
Why wealth firms are throwing cash at veteran talent With new clients increasingly sourced from rivals rather than the newly-rich, one age cohort is in high demand: the industry veteran. B Robin Amos , Loukia Gyftopoulou Posted 18 September, 2019   Competition for young wealth talent may be intense, but with new...
Added: 18/09/2019
Take profits or run the risk of a correction Dilemmas facing the modern-day active manager While the turnaround in central banks' tone since the beginning of the year helped boost equity prices and dampen volatility, it looks highly unlikely this is enough to maintain a longer term rebound. The impressive...
Added: 11/09/2019
Eight in 10 wealth firms fail at technology By Cristian Angeloni , 10 Sep 19 Bad digital services risk driving future clients away Wealth firms rushing to embrace technological developments in a bid to attract clients should think twice after research found that a shocking 84% of digitisation projects are doomed...
Added: 10/09/2019
MSCI Barra  a subsidiary of MSCI is to acquire Zurich-based environmental fintech and data analytics firm, Carbon Delta (Carbon Delta).     Founded in 2015, Carbon Delta is a global leader for climate change scenario analysis. Together, MSCI and Carbon Delta will create an extensive climate risk assessment and reporting offering for...
Added: 04/09/2019
Premier AM and Miton to merge into £11.5bn business Set to complete in Q4   Premier Asset Management and Miton Group have agreed the terms of an all-share merger, which is expected to complete in Q4 and will see Miton shareholders own 33% of the combined group. The merger, which is...