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Clients seeking holistic experience from wealth management firms
- Thursday, 06 June 2013
- Articles
A third of advisers believe clients want wealth management firms to be a 'holistic facilitator for their life goals' according to Barclays.
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Wealth managers focusing on value post-RDR
- Thursday, 25 April 2013
- Articles
Pershing has found wealth managers are being forced to re-evaluate their proposition post-RDR to demonstrate value to clients.
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HSBC to cut over 3,000 jobs – mainly from wealth management
- Tuesday, 23 April 2013
- Articles
HSBC is planning to cut 3,166 jobs in the UK as it strives to reduce costs, according to the BBC.
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Greater client focus improves client satisfaction for wealth managers
- Monday, 15 April 2013
- Articles
High net worth individuals feel more satisfied with their wealth manager now than at any time in the past 14 years.
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Financial Planning firm forms joint venture with North West lawyers
- Friday, 12 April 2013
- Articles
Financial Planning firm Ludlow Wealth Management Group, which has offices in the North West, has established a joint venture with regional law firm Napthens solicitors.
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Succession adds two more firms and £100m in funds under management
- Tuesday, 12 June 2012
- Articles
Succession Advisory Services has added two new firms to its business, adding £100m in funds under management. Read more ...
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Rathbones' Q1 figures see rise in income and funds
- Thursday, 10 May 2012
- Articles
Operating income at wealth management firm Rathbones was up 12 per cent year on year for the first quarter of 2012.
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Clients dissatisfied with wealth managers' value for money
- Tuesday, 06 March 2012
- Articles
High fees are lowering clients’ satisfaction with their wealth manager, according to research on client satisfaction from financial research firm MDRC.
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Brooks Macdonald named best financial firm to work for by Sunday Times
- Friday, 02 March 2012
- Articles
Wealth management firm Brooks Macdonald has been named the best financial firm to work for, according to the Sunday Times 100 Best Companies To Work For survey.
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IFP member pens new book on wealth management
- Thursday, 05 January 2012
- Articles
IFP member Jason Butler CFPCM has written a new book as a guide to wealth management.
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