Financial planning | 23 Jul 24

Retirement of financial advisers is source of real concern for clients, reveals new research

21% of people believe their financial planner will retire within the next two years

Companies | 22 Jul 24

Verso Investment Management launches private client service led by James Robertson

Robertson has over 30 years of experience in private client portfolio management, joining from Brown Shipley

Financial planning | 22 Jul 24

Chartered Insurance Institute appoints three new board members

Among them is Roger Jackson, a chartered financial planner, who has been in the profession for 17 years

M&A Deals | 22 Jul 24

Private equity firm Permira mulls sale of its $1.5bn stake in Evelyn Partners

Evelyn Partners saw assets under management, administration grow to a record high of £61.8bn in Q1 this year

Companies | 22 Jul 24

DeVere New Zealand ‘censured over conduct’ while advising clients on UK pension transfers

The FMA acknowledged deVere’s cooperation to date, its desire to meet in full all its obligations, and its efforts to remedy the breaches