Schroders subsidiary hires ex-Sandringham FP CEO
He will take on the role of managing director of financial planning
United Kingdom
-
-
UK firm rolls out blended retirement income solution
It will allow advisers to offer clients a mix of drawdown and annuity strategies
-
Financial adviser pleads guilty to £2m investment fraud
‘I hope the sentence he is given will reflect the devastating impact his greed has had on his victims’
-
PEOPLE MOVES: AssetCo, Bravura Solutions, SS&C Hubwise
CEOs to leave wealth consolidator and tech firm
-
73% of Brits believe ChatGPT could give reliable financial advice
‘New generation of investor is already here and they are looking at what is on offer’
-
IFAs need to be better at promoting the value of retirement advice
Over a quarter of Brits over 55 said they wouldn’t seek support in lead up to retirement
-
UK advice network completes quadruple M&A swoop
As it launches a members-only buyout proposition
-
Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
-
Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
-
Investors expect double-digit returns amid market turbulence
Brits are the most optimistic, Natixis report reveals
-
UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
-
PFS directors resign over ongoing CII dispute
Chartered Insurance Institute accused of ‘bullying and intimidation’