PEOPLE MOVES: GSB Capital, EFG International, Seccl
UAE advice firm hires managing partner, while Swiss private bank names chairman
Aviva
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Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
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Aviva and Vanguard make MPS push following red hot demand
46% of UK wealth managers plan on using model portfolios more extensively over the next two years
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PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
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£263bn left to rot in bank accounts
If they shopped around, savers could secure a ‘fixed-term return of more than 2%’
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Pension poverty a real risk after a divorce
‘It’s critical that couples take time to discuss one of their single most valuable assets’
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PEOPLE MOVES: SEI, Aviva, AES International
Tech firm names CEO, as insurer hires chief financial officer
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Insurance giant buys IFA firm for £385m
It will continue to operate as a separately regulated advice company
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Insurer apologises for pension transfer letter error
‘People who received the email do not need to take any action and we are sorry for any inconvenience caused’
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Aviva advice arm overhauls annuity referral model
In a bid to make the process easier to offer other providers’ products to clients
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PEOPLE MOVES: CII, Aviva, Novia Financial
Professional body names interim chief executive, as CFO resigns from insurance giant
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Aviva agrees distribution deal with support services firm
It will see the provider’s investment arm roll out a sustainable retirement solution