PEOPLE MOVES: Quilter, HSBC, Close Brothers
Wealth manager hires academy director while asset manager makes two senior hires
Copia Capital Management
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Copia Capital Management launches retirement portfolios
They will be available across 17 platforms
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Copia Capital launches decumulation portfolios
Range designed to help advisers comply with Consumer Duty rules
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Will the Consumer Duty lead to an increase in advice fees?
Regulation is giving firms an opportunity to re-evaluate their charges
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Will the Consumer Duty spark a rise in outsourcing?
FCA expected to enforce the rules ‘aggressively’
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73% of advisers not ready for Consumer Duty implementation
As 8% say they haven’t started working on the regulation
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Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation
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PEOPLE MOVES: DWP, Transamerica Life Bermuda, T Rowe Price
Guy Opperman is back at the Department for Work and Pensions, as insurer makes c-suite change
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Cost and loss of control worry advisers when outsourcing CIP
Centralised investment propositions could become ‘unmanageable’ for 97% of firms
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PEOPLE MOVES: Personal Finance Society, Ocorian, Multrees
Professional body names interim CEO, as financial services provider hires head of projects
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How can advisers ease clients’ recession fears?
UK economy contracted for the second month in a row in April