Research firm partners with CISI to unveil advice access tool
Consumers will identify what type of financial planning they require according to their situation
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Consumers will identify what type of financial planning they require according to their situation
Deal will bolster acquirer’s plans to increase its industry training offering
Only two-in-10 professionals believe their company is dedicated to ethical finance policies
Exams will be in English only with foreign language sessions planned for later in year
Relevance of older qualifications is being put under a microscope
Platform CEO to step down, while wealth firm names chairman
Aegon subsidiary makes CEO change, as investment firm names Taiwan chief
Swiss banking giant bolsters international wealth arm, as Jersey firm names head of client relations
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence
SJP subsidiary names chief investment officer, while private bank bolsters Apac operation
Volunteers will lend a hand to fight cybercrime and fraud
Firms previously did not have funding to bring through the next generation of professionals