PFS
Best Practice | 7 Oct 20
How much has covid forced financial plans to change?
27% of advisers said clients have reduced how much they save and spend each month
PEOPLE MOVES: Brooks Macdonald, Shard Capital, Raffles FO
Investment manager names CIO, while wealth firm makes c-suite change
PEOPLE MOVES: Barclays, SJP, MetLife Gulf
UK group names head of private bank Europe, Monaco and Switzerland, while wealth firm bolsters Asia arm
Best Practice | 9 Sep 20
PFS calls on insurers to improve customer experience
Following International Adviser investigation into discrimination against some clients
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’