Wealth Wizards
Advice proposals are ‘progressive change’ – Industry reacts to FCA announcement
Which seeks to help more people make informed investment and pension decisions
How ongoing suitability review costs are plaguing advice firms
Companies are considering strategies to manage their lower-value clients
PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM
Advice tech firm names CEO, as asset manager makes c-suite change
Fintech firm unveils financial wellbeing solution
To help advice clients achieve goals such as saving for retirement
PEOPLE MOVES: Wealth Wizards, Sanlam UK, JO Hambro
Digital advice company makes c-suite changes, as CEO departs from wealth firm