United Kingdom
Best Practice | 28 Feb 18
Mortgage advisers upskill as wealth advisers through Openwork
The first group of candidates have embarked on Openwork’s “Route to Wealth”, a study programme that supports firms upskilling their mortgage advisers to become fully qualified wealth advisers.
Offshore bond consolidation rattles advisers warns Canada Life
The recent trend of closed book market consolidators buying up international life company books of business has distracted its competitors and can be an issue for adviser firms, the managing director of Canada Life International, Sean Christian, has warned.
PEOPLE MOVES: JP Morgan, Rothschild, Julius Baer
JP Morgan’s head of UK funds leaves the firm to “pursue other opportunities”, the chairman of Rothschild Investment Bank prepares to pass the reins over to his son and Julius Baer makes an appointment to its Guernsey branch management board.
St James’s Place co-founder dies
One of the founders of St James’s Place, Mike Wilson, has died at the age of 74 following a battle with cancer.
Best Practice | 27 Feb 18
Nucleus launches DB roundtable series
Nucleus, the adviser-built wrap platform, has brought together a panel of experts and financial advisers to help the IFA community navigate its way through the defined benefit (DB) transfer “minefield”.