Regions
Over 1,000 firms exit DB advice space in two years
Companies risk ‘dramatic’ financial impact for clients if transfer goes wrong
Smith & Williamson Investment Management Europe names CEO
Firm has ‘considerable opportunities’ to expand its client base ‘in a post-Brexit world’
Investment | 2 Feb 22
SEC charges adviser for role in multi-million-dollar scheme
Clients were allegedly told to invest their money into gold and silver coins
PEOPLE MOVES: Abrdn, Ignition Advice, IQ-EQ
Investment giant hires head of financial planning, while advice tech provider names Europe CCO
SJP drops ‘exclusive’ wealth management tag to widen appeal
It ‘is a dated term that places emphasis on the money rather than the client’