Equilibrium
PEOPLE MOVES: Axa, Tilney Smith & Williamson, Oak Group
Insurance giant makes c-suite changes, while UK wealth manager names COO
PEOPLE MOVES: FCA, Ascentric, HSBC
UK financial regulator makes c-suite changes, while wealth platform names CEO
Best Practice | 11 Feb 21
What does the future hold for the DB transfer market?
Equilibrium FP partner believes an inconsistent ‘flow of work’ can leave industry in ‘danger zone’
What do financial advisers want to see in 2021?
2020 was a learning curve for the sector, but this year is about ‘building the future of advice’
PEOPLE MOVES: Generali, JM Finn, Goldman Sachs
Insurer names hires global head of M&A, while wealth firm names CEO