Neil Bage News Today

The long and winding road What was your route into the world  of financial services? To answer that question himself, Shaping Wealth founder Neil Bage shared five of his former jobs on X (below) and then tagged five more. This prompted a flurry of left-field confessions from others, such as ice-cream scooper,

Good morning and welcome to your Morning Briefing for Friday 16 February 2024. To get this in your inbox every morning click here. Oxford Capital introduces fee-structure change Investment firm Oxford Capital is introducing fee-structure change for 2024. It said the change addresses longstanding concerns expressed by

There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…

For advisers who want to self-improve and getting better, learning to listen and taken on (sometimes negative) feedback could be vital

Marking his two years as a Professional Adviser column, Chris Budd looks at how financial advisers can help clients make better financial decisions by avoiding comparisons

Chris Budd: Putting financial wellbeing into practice Wellbeing certificate and audit Chris Budd: "One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm." Chris Budd For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important... The first year of the IFW was, to...

Bank makes triple change in wealth unit, while Swiss group names COO of UK operation HSBC The banking group has made three senior appointments in its wealth and personal banking investment unit. Effective immediately, Willem Sels will be global chief investment officer of private banking and wealth management, while Jan-Marc Fergg will be global head of wealth products, ESG and mutual funds, and Patrick Boumalham takes on the role of global head of ultra-high net worth solutions. Since joining ...