PEOPLE MOVES: Fairstone, Novia, Stonehage Fleming
Financial planning firm makes c-suite change, as platform hires strategic partnerships director
Source: international-adviser.com
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PEOPLE MOVES: One Four Nine Group, ANZ, Titan Wealth
Advice consolidator names CFO, as bank makes c-suite change
Source: international-adviser.com
The Morning Briefing: LV= overhauls board and disquiet looms over NI hike
Good morning and welcome to your Morning Briefing for Monday 7 February, 2022. To get this in your inbox every morning click here.
Source: moneymarketing.co.uk
Tilney S&W hires at least 26 financial planners since merger
Wealth management and professional services group Tilney Smith & Williamson has been on a recruitment drive, adding 23 financial planners to the team in 2021 and three so far in 2022.
Source: professionaladviser.com
How advisers can tap into the DIY investing boom
How advisers can tap into the DIY investing boom ‘The variety of client types in the market means that there will never be a one-size-fits-all solution’ Over the last few years, the financial services sector has seen the rise of the DIY investor. According to Boring Money, in 2020, DIY investment platforms had year-on-year assets under administration growth of more than £100bn. There is now a record £329bn held by DIY investors in the UK and customer numbers have increased by more than 20% YoY to surpass seven million. Portfolio Adviser sister title International Adviser reached out t...
Source: portfolio-adviser.com