Beaufort
PEOPLE MOVES: Zurich, Hargreaves Lansdown, Transact
Insurer reshuffles global senior management, while platform’s head of research departs
IFA firm buys Beaufort Group
As it plans up to 20 more acquisitions to create regional hubs
Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
Will pandemic-induced drawdown cause depleted retirement pots?
As 51% of Brits aged 55 and over admit they know little about the pension freedoms rules