‘Godfather’ of UK financial planning dies
Paul Etheridge created the Institute of Financial Planning
CISI
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CISI and financial planning network roll out scholarship scheme
To support fresh talent joining the sector
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We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
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CISI partners with China-based international business school
To develop a joint wealth management programme
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PEOPLE MOVES: CISI, Quilter, Barclays
Trade body names CEO, while head of acquisitions leaves wealth manager
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PEOPLE MOVES: Janus Henderson, Hansard, Hawksford
Asset manager names CEO, as insurance group hires head of sales
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PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
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PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
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Stressed clients benefit from ‘therapeutic’ financial advice
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
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PEOPLE MOVES: AIA, IQ-EQ, Zurich
Insurer names CEO of Singapore advice arm, while financial services firm hires head of private wealth UK
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Help for UK professionals and firms to deliver services overseas
But advisers hoping it will re-open the door to the EU are likely set for disappointment
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How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’