How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
CISI
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CISI unveils course on ethical finance jargon
‘There is more focus than ever before on sustainability, green investment and ESG considerations’
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PEOPLE MOVES: AMP, Key Group, Quilter Cheviot
Aussie wealth manager makes CEO change, as financial solutions provider names CFO
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Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
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Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering
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70% of finance industry say their firm lacks ESG commitment
Only two-in-10 professionals believe their company is dedicated to ethical finance policies
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CISI extends remote tests offering to all global candidates
Exams will be in English only with foreign language sessions planned for later in year
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What does the end of ‘gap-filling’ mean for advisers?
Relevance of older qualifications is being put under a microscope
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PEOPLE MOVES: M&G WM, Brewin Dolphin, Globaleye
Platform CEO to step down, while wealth firm names chairman
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PEOPLE MOVES: Transamerica Life, Eastspring, Nomura AM
Aegon subsidiary makes CEO change, as investment firm names Taiwan chief
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PEOPLE MOVES: Credit Suisse, Team AM, Vontobel Asset Management
Swiss banking giant bolsters international wealth arm, as Jersey firm names head of client relations
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PEOPLE MOVES: ASI, Cazenove Capital, Intelliflo
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence