Education
Financial services education firm sold
Deal will bolster acquirer’s plans to increase its industry training offering
Best Practice | 18 Jan 21
UK wealth manager sets up adviser academy
It will be ‘pivotal in organically growing the business over the long-term’
Best Practice | 15 Jan 21
From pro footballer to financial adviser
Ex-Premier League star sees ‘a lot of similarities’ between his previous career and wealth management
Advisers advocate minimum qualifications for staff
As regulator prescribes criteria for senior and junior staff joining broking and advice firms
High net worth individuals fear lack of financial knowhow
Advisers ‘can play a critical role’ in a bid to help educate clients