PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
Today’s millennials are tomorrow’s clients, says Craig Featherby, chief executive of South African advisory firm Carrick Wealth. Their different attitudes to things like money mean millennials use language differently to talk about it. In order to advise them, we need to understand how they communicate, he adds.
MORE ARTICLES ON
Associate director added to London financial planning team
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
Allegations of fraud and money laundering
Cheshire-based Efinity Wealth among the new appointed representatives
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
Just a third of active funds outperform passive across a decade