Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
Industry
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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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Aviva Investors creates dedicated VC and strategic capital desk
As part of wider expansion of private markets capabilities
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FSCS finds adviser in default over pension transfers
Mark Peter Houlbrook in default over one claim
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Ex-Barclays Wealth chief executive Kalaris loses appeal against FCA
Kalaris loses appeal to perform senior management duties at firm Saranac
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Rob Thorpe: August market slump showed value of risk-aligned products
The founder of Distribution Alpha weighs in on the summer equities plunge
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus
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Ascot Lloyd names new chief executive
Hired from Royal Bank of Canada
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St. James’s Place begins £32.9m share buyback programme
Buybacks to complete by end of year
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Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year
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PEOPLE MOVES: Canaccord Genuity Wealth Management, Evelyn Partners
Canaccord adds an investment director