PEOPLE MOVES: Evelyn Partners, Blacktower, Progeny, GSB, Lombard Odier
Evelyn Partners adds another chartered financial planner
Blacktower
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Revealed: All the winners of the IA Best Practice Adviser Awards
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
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Blacktower granted full licence in Dubai as it launches US insurance unit
Blacktower Insurance Services launched in Orlando, Florida
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Blacktower opens new office in US
As it looks to increase its team size
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Q&A with John Westwood – chairman at Blacktower Financial Management
Past few years have made it ‘incredibly difficult for smaller IFA firms to grow’
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Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds
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PEOPLE MOVES: Blacktower, Platform One, M&G Wealth
Advice company names joint managing director, as platform hires COO
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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Portugal set to u-turn on golden visa axe?
Country announced several months ago it was scrapping the scheme
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Will lack of adviser ESG training spark a mis-selling scandal?
Confusing terminology, no standardised reporting frameworks and greenwashing all could pose a problem
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What can the advice industry do to fill the talent gap?
There could be ‘shortage of advisers in the coming years’ as 76% set to exit sector within a decade