North America | 15 Aug 24
Managing technology needs remains one of advisers’ ‘greatest’ practice challenges
Just half of advisors are satisfied with the training and support they receive
People Moves | 9 Aug 24
St. James’s Place names ex-Aviva’s Andy Ford as its new head of responsible investment
Ford will report to Joe Wiggins, director of investment research, in his new role
Financial planning | 7 Aug 24
Total pensions overtaxation bill approaches £1.3bn as average UK reclaims soar
UK savers reclaimed £57m in overtaxation on pension withdrawals in April, May and June 2024
Rathbones Group goes live with Iress’ Xplan
Xplan will also be the financial planning platform of choice for Rathbones’ upcoming integration with Investec Wealth & Investment
Stonehage Fleming hires Jayne Franks from Sotheby’s as group head of HR
She was senior vice president HR for Europe at Sotheby’s