Industry
Quilter Cheviot launches investment tool to streamline adviser processes
The investment proposal tool will also feature the adviser firm’s branding
People Moves | 5 Dec 24
Jersey-based Forward Group names two new equity partners
The new equity partners will enable Forward Group to remain an independent director-led business
St James’s Place seeks industry collaboration for more generations to access financial advice
18–34-year-olds twice as likely as 35-54-year-olds to turn to social media for information about finances
Quilter advice network adds five new firms
Quilter said it has welcomed numerous new appointed rep firms during 2024
Indosuez WM names Laurent Proutière as CEO Asia
Based in Singapore, he will drive the firm’s strategic growth and development strategy across Asia