Old Mutual Wealth's (OMW) decision to launch a national advice firm has raised the spectre that the fund giant will leverage the mass of data it holds on its investors to poach clients from other advisers.
OMW in conjunction with its adviser network Intrinsic - bought in July 2014 - will launch a national advice business aimed at what it has called the "underserved segments" of the market. Run by former...
Three years at Wells Fargo
Effective from 9 December 2019
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