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The business case for diversity is clear - yet advisers are slow off the mark

The business case for diversity is clear - yet advisers are slow off the mark
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

United States , United Kingdom , Amanda Cassidy , James Wyman , Minesh Patel , Asia Pacific , Mark Turner , Exchange Commission , Ea Financial Solutions , Boston Consulting Group , Investment Management Financial Advice Association , Human Rights Commission , Government Equalities Office , Personal Investment Management , Financial Advice Association , Liz Field , Diversity Wins , North America , Developed World , United Kingdom Listed , Certified Financial Planners Board , Lyndhurst Financial , Quilter Financial Planning , ஒன்றுபட்டது மாநிலங்களில் , ஒன்றுபட்டது கிஂக்டம் , அமண்டா காசிடி ,

Family dynamics: Why intergenerational wealth transfer strategies matter

Family dynamics: Why intergenerational wealth transfer strategies matter
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.

United Kingdom , Schroder Hepburn , Anna Sofat , Andrew Pennie , Gemma Harle , Gillian Hepburn , Shona Lowe , Kings Court , Quilter Financial Planning , Intelligent Pension , ஒன்றுபட்டது கிஂக்டம் , அண்ணா மிக பருமன் , ஆண்ட்ரூ பென்னி , கில்லியன் ஹெப்பர்ன் , ஷோனா குறைந்த , கிண்ஸ் நீதிமன்றம் , குயில்டர் நிதி திட்டமிடல் ,

Quilter's productivity drive sees 141 advisers leave

Quilter Financial Planning’s focus on adviser productivity has seen 141 restricted advisers depart the business. The total number of restricted advisers stood at 1,701 at the end of June 2021, down from 1,842 at the end of December last year. Quilter plc interim results for the six months to the end of June indicate ....

Paul Feeney , Quilter Financial Planning , பால் ஃபீநீ , குயில்டர் நிதி திட்டமிடல் ,

Quilter sets aside additional £7m DB compensation

Quilter has set aside an extra £7m to cover unsuitable advice given by firms it has acquired.The figures are contained in half-year results to June published today that shed light on how Quilter is handling defined benefit (DB) transfer claims. ....

United Kingdom , Paul Feeney , Financial Conduct Authority , British Steel Pension Scheme , British Steel , Money Marketing , Quilter Financial Planning , ஒன்றுபட்டது கிஂக்டம் , பால் ஃபீநீ , நிதி நடத்தை அதிகாரம் , பிரிட்டிஷ் எஃகு ஓய்வூதியம் திட்டம் , பிரிட்டிஷ் எஃகு , பணம் சந்தைப்படுத்தல் , குயில்டர் நிதி திட்டமிடல் ,

Investegate |Quilter PLC Announcements | Quilter PLC: Directorate Change

A
Private Investor is a recipient of the information who meets all of the conditions set out below, the recipient:
1. Obtains access to the information in a personal capacity;
2. Is not required to be regulated or supervised by a body concerned with the regulation or supervision of investment or financial services;
3. Is not currently registered or qualified as a professional securities trader or investment adviser with any national or state exchange, regulatory authority, professional association or recognised professional body;
4. Does not currently act in any capacity as an investment adviser, whether or not they have at some time been qualified to do so; ....

United Kingdom , Paul Matthews , Keilah Codd , John Paul Crutchley , Tazim Essani , Patrick Gonsalves , Tosin James Odukoya , Glyn Jones , Paul Feeney , Board Audit Committee , Quilter International , Quilter Board Audit Committee , Board Audit Committee Membership , Additional Designated Non Executive Director , Quilter Non Executive Director , Kingdom Corporate Governance , Non Executive Director , Quilter Chairman , Wealth Management , Quilter Private Client Advisers , Quilter Financial Planning , Quilter Financial Advisers , Quilter Cheviot , Quilter Investors , Wealth Platforms , ஒன்றுபட்டது கிஂக்டம் ,