PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
SimplyBiz
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SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
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PEOPLE MOVES: Utmost Wealth Solutions, T Rowe Price, Rothschild & Co
Insurance provider names head of sales for France, as international CEO retires from asset manager
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Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
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Five benefits of private medical insurance
It can complement the services offered by the NHS
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PEOPLE MOVES: Syz Capital, AllianceBernstein, L&G
Swiss company names managing partner, while investment firm hires director of Italian distribution
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Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’
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Fintel and M&G ink distribution partnership
To bolster offering for financial advisers
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How will the FCA Consumer Duty impact the protection market?
Regulator wants to make a ‘big change in financial culture and behaviour’
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Client engagement is top priority for advisers in 2022
75% of firms have seen an increase in customers over the past twelve months
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Carmignac unveils MPS range with adviser support services firm
As the companies sign a three-year distribution deal
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SimplyBiz unveils online protection hub
‘Advisers have long understood that protection is the cornerstone of robust financial planning’