Regions
PEOPLE MOVES: 7IM, Quilter Cheviot, UBS Wealth Management
CEO to retire at 7IM, Jersey hire for DFM and Asia change-up at Swiss wealth manager
Brooks Macdonald to unveil pension decumulation service
It will help clients with short-term sequencing risk and the longer-term issue of inflation
Wealth manager bolsters pension offering with acquisition
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector
Australia moves to shut down grandfathered commissions
Advisers have a month to respond to a consultation
IT platform joins forces with European adviser association
The trade body wants members to start looking at ‘technology as an advantage, not a threat’