GEORGE LUCAS
Features
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds....
People & Products
The portfolio will have a 5% allocation towards the cryptocurrency with the rest in equities, corporate debt, and money markets....
Funds management
The firm is reviewing staffing levels, senior management salaries, and directors’ fees as a result of the COVID-19 pandemic....
Financial planning
Micro investing specialist, Raiz Invest, has reported a drop of 1.2 per cent in total funds under management in December....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...