PEOPLE MOVES: Schroders, Morningstar, the CISI, Liontrust, Wesleyan
Peter Harrison to retire next year
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Peter Harrison to retire next year
As professional body appoints two vice presidents, investment service hires head of portfolio management
Wealth manager hires managing partner as professional services firm appoints chief risk officer
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
With almost one in two saying their mental health benefitted from financial planning
Private bank names COO, as professional body appoints director of global learning
To offer eligible students the option of sitting CISI exams during their course
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
‘No one should struggle alone with their mental health’
Recent PFS/CII controversy has left some assessing their options
Paul Etheridge created the Institute of Financial Planning
To support fresh talent joining the sector