Archives for September 2021
Where did RIAs move to during the pandemic?
Where did RIAs move to during the pandemic?
Saltus buys £300m AUM Financial Planning firm
Wealth manager Saltus Group has acquired Farnham-based Financial Planning firm Fish Financial for an undisclosed sum. Farnham-based Fish Financial was established in 2007 by Ian Colley to provide Financial Planning and wealth management advice to high-net-worth individuals and business owners. The firm manages £300m of client assets and employs 16 people. Mr Colley said Fish […]
Pandemic failed to halt growth of workplace pensions
The percentage of workplace pension savers who actively stopped saving fell slightly during the Coronavirus pandemic, according to data released this morning. The proportion of workplace pension savers who have made the active decision to stop saving has fallen slightly from 0.75% in the financial year 2019-20 to 0.63% in the financial year 2020-21, according […]
Regulators intensify ESG scrutiny as greenwashing explodes
Regulators intensify ESG scrutiny as greenwashing explodes
Novia founder joins Multrees after platform’s sale
Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director. {loadposition hidden2} Mr Vasilieff led the sale of Novia recently to private equity firm AnaCap Financial Partners. At the time of its sale Novia had assets of £9bn […]
Novia founder joins Multrees after platform’s sale
Industry platform veteran Bill Vasilieff, the founder and former chief executive of platform Novia Financial, has joined investment consultancy and fintech firm Multrees as a non-executive director. {loadposition hidden2} Mr Vasilieff led the sale of Novia recently to private equity firm AnaCap Financial Partners. At the time of its sale Novia had assets of £9bn […]
Why Making Retirement (Or Other Financial) Decisions Based On Happiness Studies May Not Be A Good Idea
“Happiness” is highly valued in our society, and the “pursuit of Happiness” as an ideal is even embedded within the U.S. Declaration of Independence. However, “happiness” can mean different things in different contexts. In a very broad sense, the term may align with something along the lines of Aristotle’s “eudaimonia” that was meant to refer […]