Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out
Openwork
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PEOPLE MOVES: Schroders, Novia Financial, Man Group
Asset manager names global head of wealth management, as platform makes c-suite change
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UK advice network revamps partnership development model
Following a review of the current structure
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Financial planning group buys advice company
Deal takes its assets under management to just over £750m
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PEOPLE MOVES: Openwork, Amundi, IQ-EQ
UK advice network makes c-suite changes, while investment firm hires CEO for Czech Republic
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Are advice-stubborn Brits too unattainable for IFAs?
Majority of those who have never seen an adviser don’t think anything will ever prompt them to change that
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Openwork unveils business school for financial advisers
To help them with commercial and management development
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PEOPLE MOVES: Abrdn, Ignition Advice, IQ-EQ
Investment giant hires head of financial planning, while advice tech provider names Europe CCO
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PEOPLE MOVES: Close Brothers AM, Credit Suisse, Openwork
CEO steps down from UK advice firm, while banking group makes c-suite changes in Asia
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Financial advice network partners with insurance broker
To offer its members and their clients access to more life and protection products
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PEOPLE MOVES: Cooper Parry Wealth, WH Ireland, Openwork
UK advice firm names PFS president as chief growth officer, while wealth manager makes c-suite change
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Millions turned to financial advisers during pandemic
But nearly half of Brits have never seen or talked to one