News
PEOPLE MOVES: Schroders, Intrinsic, RBC Wealth Management
Schroders has confirmed the departure of a long-standing director in the Middle East, while OId Mutual Wealth’s adviser network Intrinsic has appointed an operations director and RBC Wealth Management targets adviser relationships with its latest recruit.
Best Practice | news 15 May 18
International planning crucial for expats returning home
Many expats plan on returning to their countries of origin to retire after working overseas. International financial advice is crucial in providing for future family needs.
Ex-SJP trainee adviser banned for faking qualifications
The FCA has slapped a fine and prohibition order on a former St James’s Place trainee financial adviser who repeatedly lied and faked a document in a bid to advise retail investors without gaining the necessary qualifications.
Investment | news 14 May 18
Wealth managers expect ESG strategies to flourish
Two thirds of professional investors expect to allocate more money to ESG strategies in the next three years, Royal London Asset Management has found.
Green light for LGIM’s Brexit plans
Legal & General Investment Management (LGIM) has been given the green light for its Brexit plans for European Union clients from the Irish regulator.