Wealth Wizards
UK firm to unveil ‘abridged’ advice pension transfer tool
It follows an FCA consultation which looked at changing how advisers assess clients’ circumstances
PEOPLE MOVES: NAB, Wealth Wizards, Nedbank Private Wealth
Former RBS chief moves to Australian bank, while digital advice firm makes C-suite hire
PEOPLE MOVES: AAM Advisory, Withers, Wealth Wizards
Singapore advice firm makes double hire, as law firm appoints head of pensions