IFA group names Christian Burgess as chief financial and operations officer
As the firm hires Peter Blanc as non-executive director
News
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Insurance group sets up end of service gratuity arm in DIFC
Operation will administer workplace savings schemes
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UBS plans to build out wealth management team in India
Bank is reportedly looking to add at least seven relationship managers
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CII unveils training programmes for advice industry
Both schemes will begin in October
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Schroders launches ESG guides to support financial advisers
Confidence when speaking about sustainable investing is dropping
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Brooks Macdonald partners with Family Business United
Wealth manager will provide a range of services to 250 member companies and their employees
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Tenet Group to close wealth network
Appointed representatives offered chance to join rival company
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Nearly 50% of Brits haven’t spoken to advisers about inheritance tax
With 60% not knowing how much money they could leave their loved ones before IHT is incurred
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Rishi Sunak commits to retention of state pension triple-lock
As earnings growth exceeded 8% in June
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What is the future of platform tech?
‘International platform space is notably ripe for further disruption’
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How important is anti-money laundering compliance for advisers?
As the UK regulator steps up efforts to crackdown on financial crime
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PEOPLE MOVES: Bravura, Insurance Authority, SJP
Tech firm names CCO, as Hong Kong regulator reappoints chief executive