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Many Financial Planners are meeting this week at the Million Dollar Round Table annual conference in Philadephia.
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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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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 is planning to cut 3,166 jobs in the UK as it strives to reduce costs, according to the BBC.
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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 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 Advisory Services has added two new firms to its business, adding £100m in funds under management.
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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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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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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.
Subcategories
IFP Member News Article Count: 376
Features Article Count: 51
Insight & Analysis Article Count: 155
Comment Article Count: 436
Sponsored Content Article Count: 4
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