Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
Chase De Vere
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PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
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IFA firm slams ‘incorrect’ portfolio switching article
After it was reported the company put customers into pricier poor-performing funds
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Chase de Vere reveals £3.85m IFA acquisition
Firm says that its ‘actively looking’ for other businesses to join its operation
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How can investors navigate the coronavirus outbreak?
Questions raised about restructuring portfolios as firms start to ‘proactively contact’ clients
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ESG message not getting through to DIY investors
‘There are more acronyms than you can shake a stick at’
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Chase de Vere draws comparisons with SJP over sales culture
Advice firm hits back at claims its culture is focused on sales rather than clients
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PEOPLE MOVES: Old Mutual, Blackfinch Group, Chase de Vere
Executive leadership changes at insurer, and former Utmost sales head joins investment manager
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How can advice industry proactively tackle the talent crisis?
Aspiring IFA says ‘pre-RDR salesy stereotype’ still lingers in the minds of prospective recruits
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How to build a financial adviser – not a salesperson
One UK advice firm outlines how it is developing its own ‘talent pipeline’
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PEOPLE MOVES: Schroders PW, Ashburton Investments, WH Ireland
CEOs named at both financial planning and asset management firms
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PEOPLE MOVES: Aviva, Sun Life, Brooks Macdonald
Aviva hires from Zurich to fill COO role, as life firm names president of Asia business