Empowering consumers for good outcomes
Recent proposals from the chancellor raise more questions than answers writes Morningstar Wealth’s Steve Owen
News
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Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns
Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force
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Evelyn Partners hires Brooks Macdonald’s Edward Park
Park to become chief asset management officer
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Octopus launches £15m Future Generations VCT fundraise
VCT managed by partner Simon King
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PEOPLE MOVES: Quilter, Brooks Macdonald, M&G
Multiple appointments at Quilter and Brooks Macdonald
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Schroders Personal Wealth to launch own platform this summer
SPW will also roll out an app for clients in the second quarter
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Brooks Macdonald splits CIO role to succeed Park
Head of research Richard Larner and senior portfolio director Michael Toolan step up to the joint role
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Advisers have rich opportunity to treat investors more like humans, not robots
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
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Progeny seals another deal as it buys Chartered Wealth Management
Firm has offices in Manchester and London
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Evelyn Partners rebound with 11.5% increase in AUM for 2023
AUM grew from £53bn to £59.1bn due to inflows and market performance
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Invesco launches discretionary model portfolio service
Range of six investment portfolios across different risk levels
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Quilter adds Juniper Financial Planning to network
Ayrshire-based Juniper formed by trio of financial planners