SA’s financial planning industry must develop young talent to secure business continuity, retain clients and manage wealth transfer, says the FPI’s new financial planner of the year.

With the largest UK wealth firms controlling 89% of the market, Wendy Ferguson explains why the independent boutique is perfectly placed to pick up the pieces.

The multi-family office Scala Patrimoine is partnering with former international footballer Raphaël Varane and orthopaedic ...

Gatekeepers from Bank of America Merrill Lynch, PNC Asset Management and Fifth Third Wealth Advisors discussed how advisor ...

French economic minister Roland Lescure spoke to journalists ahead of aCouncil of Finance Ministers in Luxembourg, Citywire ...

A large McKinsey-owned RIA firm has lost its president and chief operating officer. Gunnar Pritsch departed $26bn MIO ...

OneInvestments’ expansion into Romania signals a crucial shift towards unified sub-advisory and product gatekeeping across Europe.

Partner and head of alternatives Cedric Dingens discusses new funds and the transformations that will characterise the next ...

Canoe co-founder Mike Muniz told Citywire his company was initially in the market for a capital raise rather than an outright sale, but the process evolved after an integration with Bloomberg earlier ...

Wealth Partners Capital Group has invested in many large US advice firms, known as registered investment advisors or RIAs, ...

Despite rising bond yields and oil prices, the Elite Companies index showed resilience this week, boosted by surging AI prospects for Marvell and connectivity peers, though memory and HDD stocks faced ...

Snowden Lane Partners has promoted Paula Alvis to vice president and South Florida market leader, overseeing its Coral Gables ...