PFS
Mike Morrison remembered with PFS lifetime achievement award
Two weeks after his sudden death, the Personal Finance Society has honoured Mike Morrison, head of platform technical at AJ Bell, with its lifetime achievement award.
Best Practice | 7 Nov 17
PFS strikes ‘gateway’ deal for international clients
The UK’s Personal Finance Society has struck a deal with the European Financial Planners Association to align its qualifications framework with counterparts across the continent.
Best Practice | 28 Sep 17
New blood lacking in advice industry
Not enough is being done to attract new recruits to the UK financial advice sector, despite increasing optimism that the industry will continue to grow, Prudential has found.
PEOPLE MOVES: Generali, Zurich, Manulife
Generali has named a replacement for the outgoing head of investments at its asset management division. Meanwhile, the chief executive of Zurich North America is to depart and Manulife has appointed a president and chief executive for Asia.
Best Practice | 18 Jul 17
Advisers at risk from ‘inappropriate’ DFM agreements
Thousands of financial advisers could fall foul of Mifid II for having the wrong type of intermediary agreement with their discretionary fund managers, the Personal Finance Society has warned.
