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
Sarah Lord
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Women make up less than a fifth of FCA-approved individuals
President of the PFS discusses the main reasons the industry should tackle the issue
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PEOPLE MOVES: CGWM, AssetCo, Nucleus
Wealth manager hires head of distribution, while AssetCo welcomes a familiar face
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What attributes do you need to be a financial adviser?
70% of PFS members said ‘personal skills’ are most important for people entering the industry
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Sarah Lord joins UK wealth management firm
Mazars and Killik & Co alum will take charge of client experience
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Killik’s Sarah Lord joins Mazars as financial planning partner
International accountancy and advisory firm Mazars has appointed Sarah Lord, formerly of Killik & Co, as a financial planning partner in London.
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Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.
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CII qualifications ‘no use’ in international financial planning
International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.
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PEOPLE MOVES: Standard Life/Aberdeen, Killik, OMGI
Standard Life and Aberdeen have clearly defined the roles co-chief executives Keith Skeoch and Martin Gilbert will fill once the companies merge. Killik & Co’s Sarah Lord surprised many this week by announcing plans to move on from the company, while OMGI has parted ways with its fixed income head.
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Sarah Lord to leave Killik & Co
Sarah Lord, one of the most highly qualified female financial planners in the UK, is to leave Killik Wealth Planning at the end of March to pursue other opportunities within the industry, the company confirmed to International Adviser.
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Killik & Co confirms Dubai office closure
Wealth planning and investment management firm Killik & Co is to close its Dubai office, its only presence outside the UK, at the end of September and service all its global clients from the company’s London headquarters.
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Sarah Lord scales new heights in professional development
Killik & Co’s Sarah Lord talks about her thirst for personal and professional development, her belief in the fees-based model and her time in the United Arab Emirates, where commission is still king.