PEOPLE MOVES: Raymond James, Square Mile, Hargreaves Lansdown
London branch principal named at wealth firm, while senior figure exits research house
London branch principal named at wealth firm, while senior figure exits research house
One multi-manager fund had more than 10% in the suspended fund
‘Whole pension tax relief system a bloated expensive mess, riddled with problems and inconsistencies’
Attitude and culture changes to education, savings and later life planning high on agenda
UK government confirms Budget date, as AJ Bell’s Selby warns reviews ‘will open up Pandora’s Box’
It is examining ‘representations’ the platform made about Woodford Equity Income
Platform acknowledges it won’t be good news for everyone
Investment manager poaches former Brooks Macdonald managing director, as bank hires Singapore wealth head
Resignations at the top for the UK retirement income business and the Swiss firm
Most believe that a will is sufficient, but pensions are not part of a person’s estate
But platforms need to offer enough choice or investors could misconstrue buy lists as advice, says Fundscape CEO
More firms favouring a restricted advice approach