We have zero LGBT+ data, admit trade bodies
But CII reveals to International Adviser it plans to survey its members this year
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
But CII reveals to International Adviser it plans to survey its members this year
To develop a joint wealth management programme
Trade body names CEO, while head of acquisitions leaves wealth manager
Asset manager names CEO, as insurance group hires head of sales
CEO steps down from professional body, as wealth manager makes c-suite change
Wealth manager hires group CFO, as investment platform names sales director
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
Insurer names CEO of Singapore advice arm, while financial services firm hires head of private wealth UK
But advisers hoping it will re-open the door to the EU are likely set for disappointment
‘Face-to-face meetings will quickly become the exception rather than the norm’
‘There is more focus than ever before on sustainability, green investment and ESG considerations’
Aussie wealth manager makes CEO change, as financial solutions provider names CFO