Industry
PEOPLE MOVES: Cooper Parry Wealth, WH Ireland, Openwork
UK advice firm names PFS president as chief growth officer, while wealth manager makes c-suite change
Best Practice | 8 Oct 21
Ethnic minorities in finance find low commitment to inclusion
Bame employees in financial services are overlooked at work and two-thirds have experienced discrimination
HSBC targets Asia millennials
It has improved its digital investment operation with a range of initiatives
Past performance is passé when it comes to multi asset funds
So what should advisers be looking at when it comes to selection? [Hint: it isn’t cost]
Financial planning firm acquires Sussex advice business
It is the company’s sixth deal in past four years