Good morning and welcome to your Morning Briefing for Wednesday 10 January 2024. To get this in your inbox every morning click here. Quilter's new NED Quilter has appointed Chris Hill as an independent non-executive director, with effect from 7 March. Hill is an established figure in the financial services industry
In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition,
Good morning and welcome to your Morning Briefing for Wednesday 19 April, 2023. To get this in your inbox every morning click here. Advice tech Chief reporter Lois Valley sat down with special guest Andy Kirby, CEO at Money Alive for the In Conversation With series. They talked about the biggest challenges currently
Good morning and welcome to your Morning Briefing for Monday 20 June, 2022. To get this in your inbox every morning click here. Adviser complacency We all need to be vigilant against complacency from time to time. A message from a study well worth reading into the advice market is that advisers are satisfied to