PEOPLE MOVES: PFS, FWD, Evelyn Partners
Trade body to recruit interim CEO, while Asian life insurance giant names chairman
AJ Bell
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Sipp sales surged as lockdowns were lifted
They have become the ‘most popular product among retail retirement savers’
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PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
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PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking
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Brits suffer £48bn retirement income deficit every year
Lang Cat calls on industry to improve regulation around equity release to fix the issue
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Are cracks appearing in the adviser/platform relationship?
7-in-10 advice firms on the cusp of making a switch as some consider going it alone
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FSCS cap saw investors lose £1bn in compensation
Pension advice claims made up almost half of the total
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AJ Bell reduces platform charges for advised clients
To help people deal with the impact of the rising cost of living
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UK to revoke EU financial services laws
As it aims to establish a ‘coherent, agile and internationally-respected approach’ to regulation
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UK rejects automatic pension guidance appointments
Move may ‘encourage people to access their savings earlier than appropriate’, government says
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Challenging market sees AJ Bell AUA dip
But customer numbers continue their upward trajectory
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AJ Bell low-cost investment app goes live
Firm has ‘focused on removing jargon, making it quick and easy to open an account’