Jacqueline Wilson
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BMO Becomes First Canadian Bank To Offer ETFs in Europe
BMO Financial Group has become the first Canadian bank to offer ETFs in Europe. Via its BMO Global Asset Management, it has…
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Towry Appoints CFO
Towry has appointed a new Chief Financial Officer. Wadham Downing joins the financial planning and wealth management firm on Monday. Downing will…
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Majority Of IFAs apprehensive about future changes in their own workplace
Most IFAs are apprehensive about future changes in their own workplace with business planning, performance management, technology and a diverse workforce the…
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IFAs Expect More Couples and Families To Seek Joint Advice
A new report concludes that IFAs expect more couples and families to seek joint advice on retirement planning as a result of…
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Four Senior Hires for Julius Baer
Julius Baer has boosted their UK Relationship Management and Wealth Planning team with four senior hires, all joining from Deutsche Bank’s London…
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EQ Investors Launches New Advice Service
A new advice service has been launched by EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers. Called Simple…
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Auto-Enrolment Consultancy Created By Sandringham
Sandringham Financial Partners has launched an auto-enrolment (AE) consultancy. It has been created to support partners working to deliver auto-enrolment solutions for…
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Biggest Challenge When Managing Risk
According to a new survey, client education is the biggest challenge when managing risk. This was the conclusion of advisers who attended…
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The Adviser Centre Wins Top Research Award
The Adviser Centre has won the Best Fund Ratings Research Service Award which was presented at the recent Investment Week Fund Summit…
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Weisser Becomes Euro MD At MFS
Global asset manager MFS Investment Management has appointed Matthew Weisser as managing director for Europe. He will be responsible for managing and…
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