United Kingdom
How to help spell out ESG in the wealth sector
With more HNWIs looking towards green investing, firms need to open ‘active dialogues’ with clients
PEOPLE MOVES: BNP Paribas WM, Axa, Merian Global Investors
French bank makes c-suite changes in its Asia wealth arm, while insurance firm shakes up Singapore operation
Best Practice | 10 Oct 19
CISI rolls out mental health support portal
To encourage conversation within the financial services sector and end the stigma
Only one-in-five retiring Brits have written a Will
IFAs shunned as more opt for online research and financial press to get advice
Pension advert misled clients on financial advice
Website claimed to compare best deals and to be able to ‘increase pension by 40%’