Spotlight on financial adviser Carrick Wealth’s training academy
Earlier this year, South Africa-based Carrick Wealth launched its flagship Invictus programme, a training academy aimed at the company’s would-be advisers.
Education
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Newly-qualified advisers want to work in NYC, says deVere
New York has been named as the destination of choice for young financial advisers looking to start their careers, according to a poll of its own graduates by the deVere Group.
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UK academies launch best practice workshops
With advisers scrambling to stay up-to-date with an ever-changing market, SimplyBiz and Bankhall have both announced that they will host UK workshops aimed at supporting advisers’ ongoing development.
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Record numbers achieve international tax qualification
A record number of students have completed an international and cross-border tax qualification governed by the Chartered Institute of Taxation.
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QROPS transfers risk rejection as advisers left in the dark
Pension transfers into QROPS could face mass rejection as non-UK advisers miss new qualification requirements finalised earlier this week, a senior industry figure has warned.
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Sesame Bankhall Groups new IFA school opens its doors
A new school aimed at helping people prepare to become financial advisers has opened its doors.