PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
CISI
-
-
CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
-
PEOPLE MOVES: AJ Bell, the CISI, Mirabaud AM, RLAM, Allfunds, Stonehage Fleming IM
The platform makes two appointments
-
PEOPLE MOVES: Schroders, Morningstar, the CISI, Liontrust, Wesleyan
Peter Harrison to retire next year
-
PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
-
People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
-
Tough economic conditions taking toll on advice profession – NextWealth
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
-
75% of advised Brits have higher quality of life, report reveals
With almost one in two saying their mental health benefitted from financial planning
-
PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
-
CISI partners with Anglia Ruskin University
To offer eligible students the option of sitting CISI exams during their course
-
How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
-
Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’