PEOPLE MOVES: Benchmark, Aviva Investors, Schroders PW
Advice business announces CEO change, as asset manager names head of global wealth for UK
Schroders
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PEOPLE MOVES: Coutts, Strabens Hall, Natixis IM
Chief executive steps down from private bank, as advice company names COO
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Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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Schroders subsidiary hires ex-Sandringham FP CEO
He will take on the role of managing director of financial planning
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43% of advisers see AI tech as a threat to their business
As one-fifth say they are fully prepared for Consumer Duty
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Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
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PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
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Is the cost-of-living crisis a big issue for advice clients?
As 40% of retired Brits are worried about money running out
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Schroders wealth management subsidiary sets up operation in Bristol
This follows office openings in Birmingham and Manchester
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Schroders cuts multi-asset fees
Global Multi-Asset range will have a maximum cap of 0.22%
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Consumer Duty will not change the advice world overnight
Schroders’ Gillian Hepburn says it will take time for the incoming regulation to have same impact as RDR