Archives for October 2021
Cybersecurity mistakes your firm is still making
Clients acted more irrationally this year, but advisors got better at talking them down
He helped start the ESG movement. Now he wants to fix it
The Latest In Financial #AdvisorTech (October 2021)
Welcome to the October 2021 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the big news that Franklin Templeton is acquiring O’Shaughnessy Asset […]
Coutts launches in Scotland with 3 offices
Wealth manager and private bank Coutts is to launch in Scotland. The NatWest-owned company will launch with a team led by Alisdair Dewar and will have offices in Edinburgh, Glasgow and Aberdeen. The company says the move follows the completion of the sale of its Adam & Company investment management business to Canaccord Genuity Wealth […]
Coutts launches in Scotland with 3 offices
Wealth manager and private bank Coutts is to launch in Scotland. The NatWest-owned company will launch with a team led by Alisdair Dewar and will have offices in Edinburgh, Glasgow and Aberdeen. The company says the move follows the completion of the sale of its Adam & Company investment management business to Canaccord Genuity Wealth […]
How advisors can help clients plan for long term and end-of-life care
How advisors can help clients plan for long term and end-of-life care
Weekend Reading for Financial Planners (Oct 2-3)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Franklin Templeton is acquiring O’Shaughnessy Asset Management and its ‘Canvas’ direct indexing platform, as yet another traditional asset manager stakes a view that the future will increasingly be built not on mutual funds and ETFs […]