Wrap/platforms

Alex Kerry: Six platform trends that will shape the next investing decade

Platforms

Alex Kerry: Six platform trends that will shape the next investing decade

Looking ahead

clock 05 November 2021 • 7 min read
HNW investors under 25 three times as likely to invest in ESG as over-65s

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HNW investors under 25 three times as likely to invest in ESG as over-65s

Research from Saltus Wealth Index

clock 01 November 2021 • 2 min read
'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

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'Lack of empathy': Former PFS president scolds CII as website crashes on exam day

'Affecting members' mental health'

clock 29 October 2021 • 3 min read
Quilter hunts for regional financial planning managers to monitor 'sales strategy'

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Quilter hunts for regional financial planning managers to monitor 'sales strategy'

'Sales management' a key responsibility

clock 20 October 2021 • 2 min read
Private equity investor backs national IFA launch

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Private equity investor backs national IFA launch

One Four Nine Group launches with two acquisitions

clock 19 October 2021 • 2 min read
'Status quo no longer an option': PFS board reacts to CII consultation

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'Status quo no longer an option': PFS board reacts to CII consultation

PFS board to take three steps

clock 15 October 2021 • 2 min read
This month's PA360 conference in pictures

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This month's PA360 conference in pictures

Photos from the event

clock 15 October 2021 • 1 min read
AJ Bell MPS range to sit on four rival platforms

Wrap/platforms

AJ Bell MPS range to sit on four rival platforms

Adviser demand

clock 12 October 2021 • 1 min read
Stephen Wynne-Jones to run both Nucleus and James Hay marketing operations

Wrap/platforms

Stephen Wynne-Jones to run both Nucleus and James Hay marketing operations

Joined James Hay in 2019

clock 11 October 2021 • 1 min read
AssetCo adviser among new hires for Parmenion

Wrap/platforms

AssetCo adviser among new hires for Parmenion

Deal with AssetCo to buy 30% of equity in the business was finalised on October 6

clock 07 October 2021 • 1 min read