NRI Adviser
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
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
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
Prudential Singapore’s adviser headcount ‘to grow’ from 800 to 1,500 by end 2025
Singapore had 333,204 millionaires in 2023, and this number is expected to increase by 13% to 375,725 in 2028