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M&A activity in wealth management sector set for significant rise

The level of long-term mergers and acquisitions activity in the UK wealth management sector is set to increase significantly as firms pursue scale ups and the digitalisation of their delivery models.

M&A activity in wealth management sector set for significant rise

M&A activity levels in the UK wealth management sector are set to increase significantly as firms pursue scale ups and digitalisation.

Study: Wealth Managers In NZ Rely On Intuition For Client Risk Suitability

Existing tech to support suitability assessments is ‘too cumbersome and subjective’ Nearly two thirds (62%) of wealth managers in New Zealand claim to rely mainly on intuition when assessing client risk suitability and recommending appropriate investments, .

Wealth managers turn to tech to tackle suitability challenge

Its study with wealth managers across the UK, France, Italy, Spain, Ireland, Australia, and New Zealand found nearly four out of five (78%) expect global

Advisers expectant of risk suitability backlash

A survey of Australian wealth managers has revealed fears around clients making compensation claims after failing to understand their risk suitability, with firms expecting the regulator to toughen up.

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