Two Old Mutual big hitters said they would step down from the business, while RWC Partners boosted its European distribution presence with a hire from Daiwa, one of the largest brokerage and financial services groups in Japan.
Three quarters of UK workers do not know the value of their pension fund, while a fifth of consumers aged over 55 will not trust anyone when it comes to getting financial advice, according the Chartered Institute for Securities & Investment (Cisi).
A senior Prudential director has jumped ship to head up Primetime Retirement, while Pinebridge Investments has poached a State Street Global Advisors regional chief executive to become its chief operating officer and a series of senior changes has been announced at Kleinwort Hambros.
Following a damning investigation by a consumer watchdog, the Chartered Institute for Securities and Investment (Cisi) has warned that UK advisers will face legal action if they fraudulently claim to hold a qualification from the organisation.
Almost two thirds of financial advisers listed on online directory Unbiased are misleading the public with false credentials, a figure that has not improved since the last time the review was carried out 18 months ago, according to new research by a consumer watchdog.
Financial Conduct Authority (FCA) plans to ban the offering or acceptance of inducements within the financial services profession could ultimately hurt consumers, according to the Chartered Institute for Securities & Investment (Cisi).
The Chartered Body Alliance, composed of three leading chartered professional bodies, wants tougher action to be taken to prevent “bad apples” from re-circulating in the industry.
The Chartered Institute for Securities & Investment (Cisi) level 6 certificate in pension transfers and planning advice has been officially approved by the Financial Conduct Authority.
The Chartered Institute for Securities & Investment (Cisi) and Birmingham City University (BCU) have forged a partnership to give young graduates the opportunity to sit professional qualifications in financial services before finishing their degrees.
A professional body granting qualifications for competence and ethical behaviour in the financial advisory sector has announced the recipients of its awards aimed at rewarding financial literacy among university students.
Baring Asset Management’s heads of EMEA wholesale distribution and global marketing have left the business. BNP Paribas AM has a new Asia Pacific head of institutional sales and currencies portfolio manager. Channel Islands-based PraxisIFM is focusing on client risk with its latest promotion.
The Chartered Institute for Securities & Investment (CISI) has announced it will partner with the Baltic Financial Advisors Association (BFAA).
