Our weekly heads-up on events, jobs and hires, plus some other bits and bobs for professional financial advisers...
Thought of the week "Successful people understand that you don't need to make things complicated" Anne McKevitt Events Legacy assets: A series of workshops designed to give adviser firms actionable ideas on transitioning legacy assets has been launched by outsourced paraplanning firm FinalytiQ. Mark Polson is among the speakers. MORE... FCA: The regulator has announced a series of Positive Compliance workshops, focusing on RDR, CIPs and replacement business throughout 2014-2015. MORE...
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