United Kingdom
Best Practice | 29 Jan 21
Why I became a financial adviser…
Emily Man worked in the arts before becoming an associate partner at St James’s Place
PEOPLE MOVES: Generali, Brown Shipley, BlackRock
Insurance giant makes c-suite changes, private bank poaches client adviser from HSBC PB
Robo-adviser exits UK retail market
But will retain its partnership with British banking giant
‘Lack of advisers’ offering services to UK expats in the US
There should be an ‘increase in qualifications to enter the market’ for those specialising in Brits overseas
SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management