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Curtis Banks has hired Peter Docherty as interim chief executive (CEO) and an executive director, pending regulatory approval, as its acquisition by Nucleus proceeds.
Adviser platform Embark has hired a new senior team to match its new direction of travel following a recent spate of executive resignations, chief executive (CEO) Jackie Leiper says.
As technology becomes increasingly central to advisers, incompatible tech stacks could be making things more complicated for adviser firms, rather than driving efficiency...
I’ve been reading a couple of books by Helen Dewdney, consultant at The Complaining Cow, about how consumers can complain effectively. We’d been chatting over email about the need for better financial education in the UK
The Embark Investor Confidence Barometer has identified a clear retirement confidence gap between clients and advisers. Peter Docherty explores the issues thrown up...