PEOPLE MOVES: abrdn, Pimfa, Rathbones AM, Axa IM, Neuberger Berman, Jupiter
Xavier Meyer comes in
Xavier Meyer comes in
Investment Association, UK Finance, PIMFA among others to sign letter to Jeremy Hunt against proposal
Entries close 14 June with event 10 October
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
Which wealth management company picked up three gongs?
Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’
As it marks 28 days until the deadline to comply with the regulatory regime
But concerns remain over the regulator classifying the asset as a Restricted Mass Market Investment
Market ‘increasingly challenging for firms to navigate’
Quantity of mandatory information is a barrier to retail investors, the association has warned
Asset manager hires CIO, as wealth firm promotes five to partner
As the regulator continues to move towards a ‘polluter pays’ FSCS model