PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
Industry
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UK financial services group buys tax advice firm
In a bid to bolster its offering for UK-resident non-doms
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Rise in demand for holding ESG investments in onshore bonds
Recent changes ‘turning the spotlight on how onshore bonds can deliver tax-efficient investment growth’
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FCA bans two advisers over dishonest pension transfer advice
With the FSCS paying over £19m to former customers
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Why I became a financial adviser…
Jade Rose was previously in the fashion industry before joining Kingswood
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Quilter Cheviot unveils financial planning operation for int’l clients
Customers will be serviced out of its Jersey office
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Cost-of-living crisis is increasing ‘financial secrecy’ in families
20% of UK adults are hiding their finances from their loved ones
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Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums
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Brits continue to flock to alternative investments
As they look to diversify their portfolio, beat inflation and generate wealth in the long-term
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Have interest rates impacted M&A deals in the advice market?
Financial services sector ‘has long been a hotbed of M&A activity’
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UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
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Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard