PEOPLE MOVES: Abrdn Adviser, St James’s Place, Titan Wealth, Aviva Investors
Chief distribution officer named
Author: Alex Sebastian
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FCA lays out plans for traffic light ratings of DC pensions
Schemes to be rated red, amber or green on their performance
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Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
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Schroders and Benchmark launch adviser guides on great wealth transfer and female financial planning
The firm found 63% of advisers concerned about wealth transfer
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Rathbones rolls-out Iress Xplan in financial planning unit
Xplan will also be used for integration with Investec Wealth & Investment
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Quilter adds four more firms to advice network
Dundee-based Andy Caterer Wealth Management among the new firms
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Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
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PEOPLE MOVES: Allianz GI, Invesco, Quilter, AVI, Nuveen, Amati
Jeremy Gleeson will join AllianzGI
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Evelyn Partners expands in the North with Haines Watts deal
Manchester, Leeds and Newcastle offices acquired
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FCA’s Mills welcomes ‘feast of frogs’ as advisers make Consumer Duty progress
Speech made to mark one year anniversary
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Quilter hires former RBC Brewin Dolphin executive as COO
Succeeding the retiring Karin Cook
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Wealth managers increasingly convinced Bitcoin will top $100k
Wealth managers and institutional investors managing $1.7trn quizzed