This week in PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, The Chartered Institute for Securities & Investment (The CISI), Jupiter Asset Management https://lnkd.in/dWkqFgGv #peoplemoves #newhires #fundmanagers #IFA #financialadvisers
PA Adviser
Book and Periodical Publishing
PA Adviser is leading news site for financial advice businesses located in the UK and Channel Islands
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PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions. With our intermediary panel (made up of key advisers) and our tax and technical panel (containing product specialists), PA Adviser covers the full breadth of the main areas affecting the UK intermediary market.
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Updates
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The Financial Conduct Authority (FCA) has charged former principal partner at WealthTek John Dance with nine criminal offences, including multiple counts of fraud and money laundering https://lnkd.in/d-P2_s6z #FCA #FinancialRegulation #Regulation #fraud #moneylaundering
FCA charges former WealthTek boss with nine criminal offences | PA Adviser
https://adv.portfolio-adviser.com
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Aegon has appointed Nick Roy FPFS as commercial director, a newly-created senior leadership role within the business https://lnkd.in/e2Rq_4dZ #peoplemoves #newhires #pensions
Aegon appoints director to ‘accelerate momentum’ in DC pensions | PA Adviser
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Quilter Financial Planning has added three new appointed representative firms to its advice network https://lnkd.in/e2R243VM #IFA #financialadvisers #financialplanning
Quilter adds three financial planners to network with 'many more' on the way | PA Adviser
https://adv.portfolio-adviser.com
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Pension Lab has launched the Letter of Authority (LoA) Performance Index (LPI) https://lnkd.in/epQU8y3d #platform #fintech #pensions #IFA #financialadvice
Pension Lab launches response time performance index | PA Adviser
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The FCA has banned Richard Fenech and Heather Dunne from working in financial services and fined them £270,646 and £399,817 respectively https://lnkd.in/eWzbqRgk #FCA #financialservices #financialadvice #pensions
FCA bans pair for using ‘flawed advice model’ | PA Adviser
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The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year https://lnkd.in/egR588FP #stockmarket #assetallocation #fundmanagement
Analysis: The key questions for asset allocators in the year ahead | PA Adviser
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The Financial Conduct Authority (FCA) has laid out plans for extra support for UK savers in making decisions about their pensions https://lnkd.in/eW4nvBRV #pensions #UKpension #FCA #financialregulation
FCA lays out plan to tackle the pension advice gap | PA Adviser
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Quilter Investors has added AllianceBernstein to its list of WealthSelect global partners following the appointment of the firm to its Equity Growth fund https://lnkd.in/eCkkdwRT #equities #fundmanagement #portfoliomanagement
Quilter adds AllianceBernstein as WealthSelect MPS partner | PA Adviser
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