PEOPLE MOVES: PortfolioMetrix, Fidelity International, Artemis
Alex Funk to join PortfolioMetrix
Industry
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Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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Alex Funk to join PortfolioMetrix as head of investments in UK
Funk to depart Schroders Investment Solutions after three years
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Titan Wealth acquires boutique manager Wigmore
Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn
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PEOPLE MOVES: SJP, Square Mile, RLAM, Aviva Investors, HSBC
Kunal Oak joins SJP
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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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SJP hires former Aviva man as director of investment products
Kunal Oak joins with 22 years of experience
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Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
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BNY Mellon’s Parkin: The changing nature of retirement advice
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved