PEOPLE MOVES: Axa, Tilney Smith & Williamson, Oak Group
Insurance giant makes c-suite changes, while UK wealth manager names COO
Sandringham
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How practical are apprenticeships for the advice sector?
With a multitude of academies – do they still have a place?
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PEOPLE MOVES: Benchmark Capital, Indosuez WM, Quilter
Schroders subsidiary hires wealth director, while global firm names head of Middle East
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What do financial advisers want to see in 2021?
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’
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PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
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How can advisers prepare for a potential second lockdown?
‘Housekeeping around cost management has never been more important’
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Is working from home a viable long-term strategy?
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
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Advice firm sees 140% increase in regulatory fees
Industry needs to brace itself because ‘the prospect of any change soon is extremely unlikely’
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PEOPLE MOVES: Pershing, Santander International, Brewin Dolphin
Financial services solutions provider names COO, while bank hires chief risk officer
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UK Chancellor orders review of capital gains tax rules
As government rolls out consultation seeking industry input
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UK regulator extends SMCR deadline
But watchdog warns firms not to wait until the last minute
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Equity release advice ‘too transactional’, says Sandringham CEO
As UK regulator finds firms don’t always have evidence offering is ‘suitable’ for clients