The Consumer Duty should end active management
The Consumer Duty should put an end to advisers “putting their clients in active funds”, an expert has said.
Source: moneymarketing.co.uk
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Apprentice star Karren Brady and world-renowned author Seth Godin to join hundreds of Financial Advisers at Timeline's flagship Retirement Adviser Conference
LONDON, Feb. 22, 2023, the UK's fastest growing DFM, has announced that two world-class keynote speakers will headline a stellar line-up at its new flagship conference, 'Adviser 3.0: Change Agents', for
Source: finanznachrichten.de
Investegate |Timeline Announcements | Timeline: Apprentice star Karren Brady and world-renowned author Seth Godin to join hundreds of Financial Advisers at Timeline's flagship Retirement Adviser Conference
Investegate announcements from Timeline, Apprentice star Karren Brady and world-renowned author Seth Godin to join hundreds of Financial Advisers at Timeline’s flagship Retirement Adviser Conference
Source: investegate.co.uk
Financial planning firm unveils Aberdeen operation
It is the company’s first office in Scotland
Source: international-adviser.com
IFA firm launches third UK operation in a month
Ex-SJP associate partner says he doesn’t ‘see a need for buying client bases’ Cheltenham-headquartered RockWealth has unveiled an office in Cardiff. Matt Millard will take on the role as founder of RockWealth Cardiff. He was previously a financial planner at Cardiff-based firm Niche IFA. He said: “I am really enthusiastic about what the future holds and the opportunities that lie ahead. It is an exciting time to be a financial planner. I’ve been in the industry now for over 20 years and I’ve seen things that have been done well and things perhaps not so well. When I first spoke to...
Source: international-adviser.com