Heartwood
PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
UK wealth manager to exit ‘competitive’ adviser market
Firm’s professional intermediary distribution channel will close in June 2021
PEOPLE MOVES: Deutsche Bank WM, PGIM Investments, Aviva
German bank names global head of wealth management, as investment firm bolsters intermediary operation
IFAs bemoan ‘insufficient’ focus on decumulation
Some 86% expect growth in the number of clients needing advice on this over the next five years
Heartwood IM rolls out reporting service for IFAs
Advisers can create custom reports for clients