Industry
People Moves | 23 Jul 24
Brooks Macdonald appoints ex-Rathbone’s Greg Mullins to newly created role
Mullins will report to Robin Eggar, chief commercial officer
Investment | 23 Jul 24
7IM unveils platform upgrades, including advice fees on regular platform contributions
Other additions include portfolio drift reports for advisers who use DFM model portfolios on 7IM’s platform
Financial planning | 23 Jul 24
Retirement of financial advisers is source of real concern for clients, reveals new research
21% of people believe their financial planner will retire within the next two years
Verso Investment Management launches private client service led by James Robertson
Robertson has over 30 years of experience in private client portfolio management, joining from Brown Shipley
Financial planning | 22 Jul 24
Chartered Insurance Institute appoints three new board members
Among them is Roger Jackson, a chartered financial planner, who has been in the profession for 17 years