Openwork
True Potential appoints former Openwork MD as CEO
Stuart Dodson will be based in Newcastle in the UK
People Moves: Canaccord Genuity, Evelyn Partners, UBS
Professional services group appoints partner as wealth manager promotes employee to country head
Emerging Markets | 30 Oct 23
44% of Gen-Zs believe social media provides worthy financial advice
Should the advisory industry utilise social media to educate Gen-Z investors?
Should advisers see AI as a threat to their business?
‘Essential to maintain a balance’
Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’