PEOPLE MOVES: SJP, Square Mile, RLAM, Aviva Investors, HSBC
Kunal Oak joins SJP
Industry
-
-
Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
-
SJP hires former Aviva man as director of investment products
Kunal Oak joins with 22 years of experience
-
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
-
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
-
FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
-
Brooks Macdonald partners with mental health charity for sportspeople
Wealth manager joining forces with Sporting Wellness
-
LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
-
A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
-
St James’s Place sees net inflows shrink while FUM grows in Q1 2024
Inflows fell by 64% compared with Q1 2023 as outflows remained ‘elevated’
-
Financial services sector leaders warn against FCA’s proposal to publicise enforcement investigations
Investment Association, UK Finance, PIMFA among others to sign letter to Jeremy Hunt against proposal
-
Square Mile hires two to research and consulting team
Martin Ward and Ittan Ali to join the team