Evelyn Partners boosts Guildford office with new financial planner hire
Emma Rivers joins from Barclays Wealth & Private Bank
Emma Rivers joins from Barclays Wealth & Private Bank
Randel Freeman heads up the division alongside Albert Saporta
Steven de Vries has exited
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
Complaints procedures ‘still leave a lot to be desired’
Eight Omba portfolios are now profiled
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
Research also looked at how people find an adviser
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
Deal expands Nucleus’ AUA to £97bn
Platform will include lessons from experts outside the world of investment
The new partnership will use generative AI to enhance productivity and efficiency