FCA ‘urges’ advice firms to review retirement income processes
Thematic review finds areas for improvement in how firms provide advice
GSB Capital
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PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
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People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
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PEOPLE MOVES: GSB, IFGL, LGIM
As wealth management company makes four promotions, another hires chairman
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PEOPLE MOVES: Aviva Investors, Evelyn Partners, GSB Capital
As investment manager makes six hires, another hires global head of sustainable investing
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44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
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Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds
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Yazmin Boden joins GSB Capital as partner
She was previously a financial planner and senior associate at AES
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What do retail investors need to know about illiquid assets?
Risk appetite, knowledge, experience and amount of wealth all important things to consider