The Future Of Wealth Management: Owning A Client’s Next Decision
Satish Avhad, Consulting Partner, Global Practice Head, Wealth Management, Wipro Consulting. A business owner sells a company for $50 million. Within days, that
Wealth Management
Wealth Management
International wealth insurance: a huge opportunity in an unexplored market
The international wealth insurance market has grown significantly over the past two years, with sales increasing markedly from £36.4bn to £53bn between 2023
Insurance
Repositioning Fortis Global Insurance for growth
…as firm bets on technology, customer trust Fortis Global Insurance Plc is moving into a new phase of growth after successfully strengthening its
Wealth Management
AJ Bell partners with Daintree Wealth Management on ‘Model B’ solution
AJ Bell has added Daintree Wealth Management as a partner firm to its ‘Model B’ Custody Solutions business. AJ Bell Custody Solutions is
Insurance
Xitus Expands INTX Re/Insurance System
INTX Insurance Software announced the “continued expansion of the INTX [Re]Insurance Operating System within Xitus Re Ltd., the Bermuda-based P&C runoff reinsurer, as
Energy
How extreme weather threatens energy security — from jellyfish swarms to ‘Super El Niño’
This article is an on-site version of our Energy Source newsletter. Premium subscribers can sign up here to get the newsletter delivered every Tuesday and
Energy
Government issues update on support for £1,729 energy bills as £150 Warm Home Discount ‘not enough’
Ministers are looking at more support for households struggling with energy bills as they are due to rise to their highest level for
Wealth Management
RIA Edge Podcast: Edelman Financial Engines CEO Ralph Haberli
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Ralph Haberli, CEO of Edelman Financial Engines, about how the
Fund
Fidelity Government Money Market Fund (SPAXX): What Investors Should Know
If you have a Fidelity brokerage account, there is a good chance your uninvested cash is already sitting in Fidelity Government Money Market
Tax
Millions more people now paying higher rates of income tax
New analysis also suggests more than 700,000 people are now caught by the effective 60 per cent tax rate on earnings over £100,000.