CISI
PEOPLE MOVES: UBS, Novia Global, Hargreaves Lansdown
Wealth manager hires group CFO, as investment platform names sales director
Best Practice | 24 Nov 21
Stressed clients benefit from ‘therapeutic’ financial advice
HSBC Life discovers an ‘intrinsic link’ between financial planning and improved mental and physical health
PEOPLE MOVES: AIA, IQ-EQ, Zurich
Insurer names CEO of Singapore advice arm, while financial services firm hires head of private wealth UK
Help for UK professionals and firms to deliver services overseas
But advisers hoping it will re-open the door to the EU are likely set for disappointment
Best Practice | 11 May 21
How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’