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FCA calls for shift from cash savings to investments; just 8.6% of adults receive advice
FCA calls for stronger relationship with China on wealth management
Citi agrees sale of wealth alternatives business to iCapital
Tribe Impact Capital adds private markets offering with Snowball acquisition
Avenir launches AI assistant for wealth management firms
Janus Henderson launches active MBS ETF
Advisers’ switch to bespoke services boosting profitability
Quilter’s WealthSelect MPS passes £20bn in AUM
Aviva’s wealth net flows fall by 15% year-on-year in Q1
Legacy platforms risk being ‘left behind’ by newer entrants – P1
Fund managers 'sour' on US in anticipation of partial reintroduction of tariffs
Inflexion makes further investment in Ocorian following £2.3bn fund close
Majority of platforms not providing holistic CGT support for advice firms
Progress on initiatives and regulation ‘critical’ to ensure growth of wealth sector
Seven in 10 people don’t understand how IHT works
People moves: Schroders, 7IM, and Aviva Investors
Evelyn Partners launches Cash & Cautious Bond strategy to advice market
Sarasin & Partners launches suite of multi-asset solutions
AJ Bell expands partnership with Amundi to ‘enhance’ portfolio management solutions