Professional Adviser www.professionaladviser.com People Moves: Armstrong Watson hires planning consultant <img alt="People Moves: Armstrong Watson hires planning consultant" src="https://www.professionaladviser.com/api/v1/wps/b86d0fa/295dda37-cf50-4c57-9b56-2b9070b2a18a/502/calendar-185x114.jpg" /> <p><!--summary start--> In this live blog, Professional Adviser brings together all the people moves news in the advice industry, helping you to see the latest joiners and leavers. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b86d0fa/295dda37-cf50-4c57-9b56-2b9070b2a18a/502/calendar-185x114.jpg https://www.professionaladviser.com/news/4055629/people-moves-pa https://www.professionaladviser.com/news/4055629/people-moves-pa https://www.professionaladviser.com/news/4055629/people-moves-pa Thu, 28 Mar 2024 06:44:03 +0000 Headteacher to adviser: Kenneth Hopewell on emotional intelligence <img alt="Headteacher to adviser: Kenneth Hopewell on emotional intelligence" src="https://www.professionaladviser.com/api/v1/wps/5ba129d/e2759cc2-9362-4298-bafd-7268f790f61e/3/Kenneth-Hopewell-185x114.jpg" /> <p><!--summary start--> Kingswood financial adviser Kenneth Hopewell talks to Isabel Baxter about his career change from a headteacher in a South Korean school to an adviser <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5ba129d/e2759cc2-9362-4298-bafd-7268f790f61e/3/Kenneth-Hopewell-185x114.jpg https://www.professionaladviser.com/interview/4186744/headteacher-adviser-kenneth-hopewell-emotional-intelligence https://www.professionaladviser.com/interview/4186744/headteacher-adviser-kenneth-hopewell-emotional-intelligence https://www.professionaladviser.com/interview/4186744/headteacher-adviser-kenneth-hopewell-emotional-intelligence Fri, 22 Mar 2024 07:54:02 +0000 Titan Private Wealth names joint chief executive <img alt="Titan Private Wealth names joint chief executive" src="https://www.professionaladviser.com/api/v1/wps/51330f9/f1fe7589-f30f-4ec5-9e6e-9b1bf50b1e1b/1/Matt-Beddall-185x114.jpg" /> <p><!--summary start--> Investment manager Titan Private Wealth has appointed Matt Beddall as joint chief executive (CEO) alongside existing CEO Mark Puleikis, subject to regulatory approval. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/51330f9/f1fe7589-f30f-4ec5-9e6e-9b1bf50b1e1b/1/Matt-Beddall-185x114.jpg https://www.professionaladviser.com/news/4187505/titan-private-wealth-names-joint-chief-executive https://www.professionaladviser.com/news/4187505/titan-private-wealth-names-joint-chief-executive https://www.professionaladviser.com/news/4187505/titan-private-wealth-names-joint-chief-executive Wed, 20 Mar 2024 10:19:18 +0000 Lawyer to adviser: Marcus Stirling on direct client benefit <img alt="Lawyer to adviser: Marcus Stirling on direct client benefit" src="https://www.professionaladviser.com/api/v1/wps/a7c0f55/f70d8de0-1676-4fe7-a1bd-c20036bbfaaa/8/Marcus-185x114.jpg" /> <p><!--summary start--> Succession Wealth Chartered wealth planner Marcus Stirling talks to Professional Adviser about making his career move having previously practiced law… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a7c0f55/f70d8de0-1676-4fe7-a1bd-c20036bbfaaa/8/Marcus-185x114.jpg https://www.professionaladviser.com/feature/4178769/lawyer-adviser-marcus-stirling-direct-client-benefit https://www.professionaladviser.com/feature/4178769/lawyer-adviser-marcus-stirling-direct-client-benefit https://www.professionaladviser.com/feature/4178769/lawyer-adviser-marcus-stirling-direct-client-benefit Fri, 1 Mar 2024 11:57:40 +0000 PFS names board director and two vice presidents <img alt="PFS names board director and two vice presidents" src="https://www.professionaladviser.com/api/v1/wps/394b53d/6e7fecc8-90ed-49f2-a21e-c07b051a0e4a/5/Ben-Wright-185x114.jpg" /> <p><!--summary start--> The Personal Finance Society (PFS) has appointed a director and two vice presidents to its board. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/394b53d/6e7fecc8-90ed-49f2-a21e-c07b051a0e4a/5/Ben-Wright-185x114.jpg https://www.professionaladviser.com/news/4179847/pfs-names-board-director-vice-presidents https://www.professionaladviser.com/news/4179847/pfs-names-board-director-vice-presidents https://www.professionaladviser.com/news/4179847/pfs-names-board-director-vice-presidents Thu, 29 Feb 2024 09:59:33 +0000 St James's Place co-founder Jacob Rothschild dies aged 87 <img alt="St James&#39;s Place co-founder Jacob Rothschild dies aged 87" src="https://www.professionaladviser.com/api/v1/wps/6fd555d/4bee4197-1ffa-4fc2-a839-52c4e7926288/24/lord-rothschild-185x114.jpeg" /> <p><!--summary start--> St James’s Place (SJP) co-founder Jacob Rothschild has died aged 87. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6fd555d/4bee4197-1ffa-4fc2-a839-52c4e7926288/24/lord-rothschild-185x114.jpeg https://www.professionaladviser.com/news/4178675/st-jamess-founder-jacob-rothschild-dies-aged-87 https://www.professionaladviser.com/news/4178675/st-jamess-founder-jacob-rothschild-dies-aged-87 https://www.professionaladviser.com/news/4178675/st-jamess-founder-jacob-rothschild-dies-aged-87 Mon, 26 Feb 2024 11:28:52 +0000 Adviser network Vision IFP promotes managing director Zoe King to CEO <img alt="Adviser network Vision IFP promotes managing director Zoe King to CEO" src="https://www.professionaladviser.com/api/v1/wps/96e9e7c/fa2535d5-a9cb-42ec-8bc6-cb168d925ae1/2/iStock-1394338943-185x114.jpg" /> <p><!--summary start--> Vision Independent Financial Planning (IFP) has promoted managing director Zoe King to the role of chief executive (CEO). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/96e9e7c/fa2535d5-a9cb-42ec-8bc6-cb168d925ae1/2/iStock-1394338943-185x114.jpg https://www.professionaladviser.com/news/4173123/adviser-network-vision-ifp-promotes-managing-director-zoe-king-ceo https://www.professionaladviser.com/news/4173123/adviser-network-vision-ifp-promotes-managing-director-zoe-king-ceo https://www.professionaladviser.com/news/4173123/adviser-network-vision-ifp-promotes-managing-director-zoe-king-ceo Mon, 12 Feb 2024 15:00:33 +0000 Ascot Lloyd begins search for CEO as Nigel Stockton exits <img alt="Ascot Lloyd begins search for CEO as Nigel Stockton exits" src="https://www.professionaladviser.com/api/v1/wps/d4fd68c/5c231449-ac1b-4fb0-a50c-83ce67c642c4/0/Nigel-Stockton-185x114.jpg" /> <p><!--summary start--> IFA firm Ascot Lloyd is starting a search for its next chief executive (CEO) to succeed Nigel Stockton who is stepping down. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d4fd68c/5c231449-ac1b-4fb0-a50c-83ce67c642c4/0/Nigel-Stockton-185x114.jpg https://www.professionaladviser.com/news/4169371/ascot-lloyd-begins-search-ceo-nigel-stockton-exits https://www.professionaladviser.com/news/4169371/ascot-lloyd-begins-search-ceo-nigel-stockton-exits https://www.professionaladviser.com/news/4169371/ascot-lloyd-begins-search-ceo-nigel-stockton-exits Thu, 1 Feb 2024 12:01:06 +0000 SG Wealth Management founder Stephen Girling dies aged 61 <img alt="SG Wealth Management founder Stephen Girling dies aged 61" src="https://www.professionaladviser.com/api/v1/wps/77b86a9/e77515cd-5167-4c97-a6c1-7c827c45aa9e/0/6006fdc251185stephen-girling-185x114.jpg" /> <p><!--summary start--> SG Wealth Management founder and managing director Stephen Girling has passed away at his home in Norwich. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/77b86a9/e77515cd-5167-4c97-a6c1-7c827c45aa9e/0/6006fdc251185stephen-girling-185x114.jpg https://www.professionaladviser.com/news/4159921/sg-wealth-management-founder-stephen-girling-dies-aged-61 https://www.professionaladviser.com/news/4159921/sg-wealth-management-founder-stephen-girling-dies-aged-61 https://www.professionaladviser.com/news/4159921/sg-wealth-management-founder-stephen-girling-dies-aged-61 Tue, 2 Jan 2024 15:15:42 +0000 Succession Wealth CEO James Stevenson departs after five years <img alt="Succession Wealth CEO James Stevenson departs after five years" src="https://www.professionaladviser.com/api/v1/wps/b7bec6e/be084d8c-5449-4555-b24b-6b92335f85ba/5/Roger-Marsden-fotor-bg-remover-202312151535-185x114.png" /> <p><!--summary start--> Succession Wealth chief executive (CEO) James Stevenson has left the firm after five years. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b7bec6e/be084d8c-5449-4555-b24b-6b92335f85ba/5/Roger-Marsden-fotor-bg-remover-202312151535-185x114.png https://www.professionaladviser.com/news/4157331/succession-wealth-ceo-james-stevenson-departs https://www.professionaladviser.com/news/4157331/succession-wealth-ceo-james-stevenson-departs https://www.professionaladviser.com/news/4157331/succession-wealth-ceo-james-stevenson-departs Mon, 18 Dec 2023 07:00:34 +0000 SJP names ex-Pru boss Mark FitzPatrick as next chief executive <img alt="SJP names ex-Pru boss Mark FitzPatrick as next chief executive " src="https://www.professionaladviser.com/api/v1/wps/03df14c/b50af7d0-6976-4de2-92a8-8430ab55f004/1/FITZPATRICK-Mark-185x114.jpg" /> <p><!--summary start--> St James’s Place (SJP) has named Mark FitzPatrick as its next chief executive (CEO) taking over from long-serving Andrew Croft. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/03df14c/b50af7d0-6976-4de2-92a8-8430ab55f004/1/FITZPATRICK-Mark-185x114.jpg https://www.professionaladviser.com/news/4124944/sjp-names-pru-boss-mark-fitzpatrick-chief-executive https://www.professionaladviser.com/news/4124944/sjp-names-pru-boss-mark-fitzpatrick-chief-executive https://www.professionaladviser.com/news/4124944/sjp-names-pru-boss-mark-fitzpatrick-chief-executive Wed, 13 Sep 2023 06:52:42 +0000 Beauty spa owner to adviser: Kieran Fowley on 'taking the plunge' <img alt="Beauty spa owner to adviser: Kieran Fowley on &#39;taking the plunge&#39;" src="https://www.professionaladviser.com/api/v1/wps/3941603/0e957549-ccfc-4e50-aec8-6794eabb24c8/10/Kieran-Fowley-Headshot-185x114.jpg" /> <p><!--summary start--> In this new interview series, Professional Adviser speaks with a range of people across the UK who have left their established career and turned their hand to financial advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3941603/0e957549-ccfc-4e50-aec8-6794eabb24c8/10/Kieran-Fowley-Headshot-185x114.jpg https://www.professionaladviser.com/news/4124081/beauty-spa-owner-adviser-kieran-fowley-taking-plunge https://www.professionaladviser.com/news/4124081/beauty-spa-owner-adviser-kieran-fowley-taking-plunge https://www.professionaladviser.com/news/4124081/beauty-spa-owner-adviser-kieran-fowley-taking-plunge Wed, 6 Sep 2023 07:00:54 +0100 Former Newcastle Falcons rugby players score roles as advisers <img alt="Former Newcastle Falcons rugby players score roles as advisers" src="https://www.professionaladviser.com/api/v1/wps/dd6219e/21ef1138-63ee-4891-af75-e3ab351654db/3/Will1-185x114.jpg" /> <p><!--summary start--> Former Newcastle Falcons rugby players Alex Tait and Will Welch have joined Professional Wealth Management (PWM) as financial advisers. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/dd6219e/21ef1138-63ee-4891-af75-e3ab351654db/3/Will1-185x114.jpg https://www.professionaladviser.com/news/4123936/former-newcastle-falcons-rugby-players-score-roles-advisers https://www.professionaladviser.com/news/4123936/former-newcastle-falcons-rugby-players-score-roles-advisers https://www.professionaladviser.com/news/4123936/former-newcastle-falcons-rugby-players-score-roles-advisers Mon, 4 Sep 2023 09:16:58 +0000 Nutmeg CEO Sanjiv Somani exits digital wealth manager <img alt="Nutmeg CEO Sanjiv Somani exits digital wealth manager" src="https://www.professionaladviser.com/api/v1/wps/628e41d/c56191fd-1906-45f7-89fb-7aadf8339da5/8/exit-185x114.jpg" /> <p><!--summary start--> Nutmeg chief executive (CEO) Sanjiv Somani has left his position at the JP Morgan Chase-owned digital wealth manager. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/628e41d/c56191fd-1906-45f7-89fb-7aadf8339da5/8/exit-185x114.jpg https://www.professionaladviser.com/news/4121982/nutmeg-ceo-sanjiv-somani-exits-digital-wealth-manager https://www.professionaladviser.com/news/4121982/nutmeg-ceo-sanjiv-somani-exits-digital-wealth-manager https://www.professionaladviser.com/news/4121982/nutmeg-ceo-sanjiv-somani-exits-digital-wealth-manager Thu, 10 Aug 2023 09:49:26 +0000 Nutmeg co-founder Nick Hungerford dies aged 43 <img alt="Nutmeg co-founder Nick Hungerford dies aged 43" src="https://www.professionaladviser.com/api/v1/wps/ac5b7df/9ae9621c-a3b3-401b-b676-009b829b22d3/1/Nick-Nancy-and-Elizabeth-copy-185x114.jpg" /> <p><!--summary start--> Nutmeg co-founder Nick Hungerford has died aged 43 after battling a rare form of bone cancer. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ac5b7df/9ae9621c-a3b3-401b-b676-009b829b22d3/1/Nick-Nancy-and-Elizabeth-copy-185x114.jpg https://www.professionaladviser.com/news/4119901/nutmeg-founder-nick-hungerford-dies-aged https://www.professionaladviser.com/news/4119901/nutmeg-founder-nick-hungerford-dies-aged https://www.professionaladviser.com/news/4119901/nutmeg-founder-nick-hungerford-dies-aged Tue, 11 Jul 2023 13:12:48 +0000 HNWs' financial confidence bounces back but 'anxiety' remains <img alt="HNWs&#39; financial confidence bounces back but &#39;anxiety&#39; remains" src="https://www.professionaladviser.com/api/v1/wps/b856321/6e4331b8-20bb-4f29-8326-950a3b1b0909/6/iStock-1483499470-185x114.jpg" /> <p><!--summary start--> Financial confidence among high net worth (HNW) individuals is starting to return following a marginal rise in the Saltus Wealth index. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b856321/6e4331b8-20bb-4f29-8326-950a3b1b0909/6/iStock-1483499470-185x114.jpg https://www.professionaladviser.com/news/4119888/hnws-financial-confidence-bounces-anxiety-remains https://www.professionaladviser.com/news/4119888/hnws-financial-confidence-bounces-anxiety-remains https://www.professionaladviser.com/news/4119888/hnws-financial-confidence-bounces-anxiety-remains Tue, 11 Jul 2023 11:15:59 +0000 Clients should 'take advantage' of the removal of LTA <img alt="Clients should &#39;take advantage&#39; of the removal of LTA" src="https://www.professionaladviser.com/api/v1/wps/87bf1a9/ab932af5-4392-4147-b4ec-23b61f15d59b/2/lta-185x114.jpg" /> <p><!--summary start--> Clients have been urged to “take advantage” of the opportunities presented to them by the removal of the lifetime allowance (LTA). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/87bf1a9/ab932af5-4392-4147-b4ec-23b61f15d59b/2/lta-185x114.jpg https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta https://www.professionaladviser.com/news/4113243/clients-advantage-removal-lta Wed, 3 May 2023 14:00:40 +0000 How advisers are dealing with face-to-face meeting demand surge <img alt="How advisers are dealing with face-to-face meeting demand surge" src="https://www.professionaladviser.com/api/v1/wps/e109b5f/57853767-12f6-4931-962a-90b538456f6f/4/Sahar-Nazir-45-Edit-roi-2-185x114.jpg" /> <p><!--summary start--> Financial advice has traditionally included meeting clients face-to-face but with today’s world embracing a hybrid way of working, advisers need to ensure that the quality of meetings – whether face-to-face or virtual – remains equivalent, writes Sahar Nazir <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e109b5f/57853767-12f6-4931-962a-90b538456f6f/4/Sahar-Nazir-45-Edit-roi-2-185x114.jpg https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge https://www.professionaladviser.com/feature/4113238/advisers-dealing-meeting-demand-surge Wed, 3 May 2023 13:43:02 +0000 Tributes paid to former chancellor Nigel Lawson who has died aged 91 <img alt="Tributes paid to former chancellor Nigel Lawson who has died aged 91" src="https://www.professionaladviser.com/api/v1/wps/8d62f64/0de8adef-0da1-4ea8-b984-2c103c4fca06/20/LAWSON-Nigel-CC-185x114.jpg" /> <p><!--summary start--> Former Conservative chancellor Nigel Lawson has died at the age of 91. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8d62f64/0de8adef-0da1-4ea8-b984-2c103c4fca06/20/LAWSON-Nigel-CC-185x114.jpg https://www.professionaladviser.com/news/4111585/tributes-paid-former-chancellor-nigel-lawson-died-aged-91 https://www.professionaladviser.com/news/4111585/tributes-paid-former-chancellor-nigel-lawson-died-aged-91 https://www.professionaladviser.com/news/4111585/tributes-paid-former-chancellor-nigel-lawson-died-aged-91 Tue, 4 Apr 2023 10:33:51 +0000 @SIPP founder and chair Colin Barral dies aged 64 <img alt="@SIPP founder and chair Colin Barral dies aged 64" src="https://www.professionaladviser.com/api/v1/wps/1b0ceb2/113b1998-4a19-44d7-a327-d1ff516851b7/5/Colin-Barral-1-185x114.jpg" /> <p><!--summary start--> The founder and chairman of @SIPP, Colin Barral, has died aged 64, the provider has confirmed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1b0ceb2/113b1998-4a19-44d7-a327-d1ff516851b7/5/Colin-Barral-1-185x114.jpg https://www.professionaladviser.com/news/4077421/sipp-founder-chair-colin-barral-dies-aged https://www.professionaladviser.com/news/4077421/sipp-founder-chair-colin-barral-dies-aged https://www.professionaladviser.com/news/4077421/sipp-founder-chair-colin-barral-dies-aged Mon, 13 Mar 2023 11:41:53 +0000 'Vast majority' of feedback on new FCA chair Alder is 'positive' <img alt="&#39;Vast majority&#39; of feedback on new FCA chair Alder is &#39;positive&#39;" src="https://www.professionaladviser.com/api/v1/wps/c847c5a/2495581d-2fbd-4a9e-af73-7719997df257/7/ashley-alder-sfc-hk-fintech-week-2019-185x114.png" /> <p><!--summary start--> The Transparency Task Force (TTF) has said almost all the feedback it received on Ashley Adler, the new chair of the Financial Conduct Authority (FCA), has been positive. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c847c5a/2495581d-2fbd-4a9e-af73-7719997df257/7/ashley-alder-sfc-hk-fintech-week-2019-185x114.png https://www.professionaladviser.com/news/4074668/vast-majority-feedback-fca-chair-alder-positive https://www.professionaladviser.com/news/4074668/vast-majority-feedback-fca-chair-alder-positive https://www.professionaladviser.com/news/4074668/vast-majority-feedback-fca-chair-alder-positive Mon, 20 Feb 2023 11:38:33 +0000 FCA's Sacha Sadan awarded CFA Society of the UK fellowship <img alt="FCA&#39;s Sacha Sadan awarded CFA Society of the UK fellowship" src="https://www.professionaladviser.com/api/v1/wps/25cded4/07ee756a-f101-49ca-84a3-1db8f7a650fd/9/Sacha-Sadan-185x114.jpg" /> <p><!--summary start--> Director of ESG at the Financial Conduct Authority Sacha Sadan has been awarded a fellowship by the CFA Society of the UK for his "outstanding contribution" to the investment management profession. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/25cded4/07ee756a-f101-49ca-84a3-1db8f7a650fd/9/Sacha-Sadan-185x114.jpg https://www.professionaladviser.com/news/4074502/fcas-sacha-sadan-awarded-cfa-society-uk-fellowship https://www.professionaladviser.com/news/4074502/fcas-sacha-sadan-awarded-cfa-society-uk-fellowship https://www.professionaladviser.com/news/4074502/fcas-sacha-sadan-awarded-cfa-society-uk-fellowship Wed, 15 Feb 2023 11:22:34 +0000 M&G appoints Joseph Pinto as asset management CEO <img alt="M&amp;G appoints Joseph Pinto as asset management CEO" src="https://www.professionaladviser.com/api/v1/wps/669153d/f70697f2-cb85-4fd3-b214-c3d155bc7b50/14/shake-hands-185x114.jpg" /> <p><!--summary start--> M&G has appointed Joseph Pinto as the new chief executive (CEO) of its asset management business. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/669153d/f70697f2-cb85-4fd3-b214-c3d155bc7b50/14/shake-hands-185x114.jpg https://www.professionaladviser.com/news/4062751/appoints-joseph-pinto-asset-management-ceo https://www.professionaladviser.com/news/4062751/appoints-joseph-pinto-asset-management-ceo https://www.professionaladviser.com/news/4062751/appoints-joseph-pinto-asset-management-ceo Tue, 17 Jan 2023 08:06:23 +0000 Curtis Banks names ex-Embark head Peter Docherty as interim CEO <img alt="Curtis Banks names ex-Embark head Peter Docherty as interim CEO" src="https://www.professionaladviser.com/api/v1/wps/c12573c/99417c0a-b18b-4a38-811a-059ed02ae768/5/Peter-Docherty-roi-2-185x114.jpg" /> <p><!--summary start--> Curtis Banks has hired Peter Docherty as interim chief executive (CEO) and an executive director, pending regulatory approval, as its acquisition by Nucleus proceeds. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c12573c/99417c0a-b18b-4a38-811a-059ed02ae768/5/Peter-Docherty-roi-2-185x114.jpg https://www.professionaladviser.com/news/4062421/curtis-banks-names-embark-head-peter-docherty-interim-ceo https://www.professionaladviser.com/news/4062421/curtis-banks-names-embark-head-peter-docherty-interim-ceo https://www.professionaladviser.com/news/4062421/curtis-banks-names-embark-head-peter-docherty-interim-ceo Tue, 10 Jan 2023 07:59:19 +0000 Quilter commercial and propositions director David Tiller dies aged 56 <img alt="Quilter commercial and propositions director David Tiller dies aged 56" src="https://www.professionaladviser.com/api/v1/wps/b3b7918/f4bc3b41-e017-4ecc-aa2f-0c67c54c5b66/2/David-Tiller-2-Press-roi-1-185x114.jpg" /> <p><!--summary start--> Industry executive David Tiller has died suddenly on a holiday in the Lake District, according to Quilter. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b3b7918/f4bc3b41-e017-4ecc-aa2f-0c67c54c5b66/2/David-Tiller-2-Press-roi-1-185x114.jpg https://www.professionaladviser.com/news/4062140/quilter-commercial-propositions-director-david-tiller-dies-aged-56 https://www.professionaladviser.com/news/4062140/quilter-commercial-propositions-director-david-tiller-dies-aged-56 https://www.professionaladviser.com/news/4062140/quilter-commercial-propositions-director-david-tiller-dies-aged-56 Tue, 3 Jan 2023 14:51:46 +0000 Past Standard Life CEO and IA chair knighted in New Year's Honours list <img alt="Past Standard Life CEO and IA chair knighted in New Year&#39;s Honours list" src="https://www.professionaladviser.com/api/v1/wps/743abc1/b2613409-dd60-4636-9deb-60949838bc56/1/SKEOCH-Keith-Aberdeen-Standard-Investments-2019-roi-1-185x114.jpg" /> <p><!--summary start--> Former Standard Life Aberdeen (SLA) chief executive and chair of the Investment Association (IA) Keith Skeoch has been included in the King’s New Year's Honours List for his services to the financial sector. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/743abc1/b2613409-dd60-4636-9deb-60949838bc56/1/SKEOCH-Keith-Aberdeen-Standard-Investments-2019-roi-1-185x114.jpg https://www.professionaladviser.com/news/4062109/past-standard-life-ceo-ia-chair-knighted-honours-list https://www.professionaladviser.com/news/4062109/past-standard-life-ceo-ia-chair-knighted-honours-list https://www.professionaladviser.com/news/4062109/past-standard-life-ceo-ia-chair-knighted-honours-list Tue, 3 Jan 2023 09:42:05 +0000 Scottish Widows appoints Chirantan Barua as chief executive <img alt="Scottish Widows appoints Chirantan Barua as chief executive" src="https://www.professionaladviser.com/api/v1/wps/4c6483b/27349b1b-af37-4604-98e5-8b8978834713/1/chira-barua-185x114.jpg" /> <p><!--summary start--> Lloyds Banking Group has announced Chirantan Barua as the new chief executive (CEO) of Scottish Widows, succeeding Antonio Lorenzo who will retire in 2023 after seven years at the helm. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4c6483b/27349b1b-af37-4604-98e5-8b8978834713/1/chira-barua-185x114.jpg https://www.professionaladviser.com/news/4060195/chirantan-barua-appointed-chief-executiscottish-widows-ceo https://www.professionaladviser.com/news/4060195/chirantan-barua-appointed-chief-executiscottish-widows-ceo https://www.professionaladviser.com/news/4060195/chirantan-barua-appointed-chief-executiscottish-widows-ceo Tue, 15 Nov 2022 11:29:36 +0000 Harriett Baldwin elected Treasury Committee chair <img alt="Harriett Baldwin elected Treasury Committee chair" src="https://www.professionaladviser.com/api/v1/wps/571738e/624aa6a2-f5ce-439c-bf57-f5e6d2cc3f2a/1/BALDWIN-Harriett-CC-185x114.jpg" /> <p><!--summary start--> Harriett Baldwin has been elected as the chair of the Treasury Committee beating four other contenders to lead the influential panel. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/571738e/624aa6a2-f5ce-439c-bf57-f5e6d2cc3f2a/1/BALDWIN-Harriett-CC-185x114.jpg https://www.professionaladviser.com/news/4059927/harriett-baldwin-elected-treasury-committee-chair https://www.professionaladviser.com/news/4059927/harriett-baldwin-elected-treasury-committee-chair https://www.professionaladviser.com/news/4059927/harriett-baldwin-elected-treasury-committee-chair Thu, 10 Nov 2022 07:50:45 +0000 EQ Investors joint chief executive steps down after 18 months in role <img alt="EQ Investors joint chief executive steps down after 18 months in role" src="https://www.professionaladviser.com/api/v1/wps/c60caff/abd5f313-3073-433f-80d7-45ffc015d2f0/1/iStock-1163246490-185x114.jpg" /> <p><!--summary start--> EQ investors joint chief executive (CEO) Nath Papadacis has departed after 18 months in the role. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c60caff/abd5f313-3073-433f-80d7-45ffc015d2f0/1/iStock-1163246490-185x114.jpg https://www.professionaladviser.com/news/4059893/eq-investors-joint-chief-executive-steps-months-role https://www.professionaladviser.com/news/4059893/eq-investors-joint-chief-executive-steps-months-role https://www.professionaladviser.com/news/4059893/eq-investors-joint-chief-executive-steps-months-role Wed, 9 Nov 2022 15:03:01 +0000 True Potential chairman David Harrison receives knighthood <img alt="True Potential chairman David Harrison receives knighthood" src="https://www.professionaladviser.com/api/v1/wps/c1987c7/9c1ea5a4-5141-4a6c-99a6-a07d6ac2e6b4/3/David-Harrison-jpg-185x114.jpg" /> <p><!--summary start--> Chairman and co-founder of True Potential, David Harrison, has been awarded a knighthood, the firm has revealed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c1987c7/9c1ea5a4-5141-4a6c-99a6-a07d6ac2e6b4/3/David-Harrison-jpg-185x114.jpg https://www.professionaladviser.com/news/4059843/true-potential-chairman-david-harrison-receives-knighthood https://www.professionaladviser.com/news/4059843/true-potential-chairman-david-harrison-receives-knighthood https://www.professionaladviser.com/news/4059843/true-potential-chairman-david-harrison-receives-knighthood Wed, 9 Nov 2022 07:43:38 +0000 Adviser sanctioned by CII claims institute used 'bully boy tactics' <img alt="Adviser sanctioned by CII claims institute used &#39;bully boy tactics&#39;" src="https://www.professionaladviser.com/api/v1/wps/73b93b9/75c4e02c-7c80-499d-b913-c55e7a0486c2/5/iStock-1238227622-185x114.jpg" /> <p><!--summary start--> West Riding Personal Financial Solutions managing director Neil Liversidge has hit back at the Chartered Insurance Institute (CII) after he was sanctioned in June for a Tweet he posted in November last year. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/73b93b9/75c4e02c-7c80-499d-b913-c55e7a0486c2/5/iStock-1238227622-185x114.jpg https://www.professionaladviser.com/news/4058871/adviser-sanctioned-cii-claims-institute-bully-boy-tactics https://www.professionaladviser.com/news/4058871/adviser-sanctioned-cii-claims-institute-bully-boy-tactics https://www.professionaladviser.com/news/4058871/adviser-sanctioned-cii-claims-institute-bully-boy-tactics Wed, 26 Oct 2022 14:40:17 +0000 Transact co-founder and former CEO Ian Taylor dies aged 58 <img alt="Transact co-founder and former CEO Ian Taylor dies aged 58" src="https://www.professionaladviser.com/api/v1/wps/8569d73/c3a7acf3-44fe-4579-9f2c-41b4ebba5e0b/8/Ian-Taylor-029-185x114.jpg" /> <p><!--summary start--> Ian Taylor, the co-founder and former chief executive of Transact, has died at the age of 58 after a short illness, it has been confirmed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8569d73/c3a7acf3-44fe-4579-9f2c-41b4ebba5e0b/8/Ian-Taylor-029-185x114.jpg https://www.professionaladviser.com/news/4058383/transact-founder-former-ceo-ian-taylor-dies-aged-58 https://www.professionaladviser.com/news/4058383/transact-founder-former-ceo-ian-taylor-dies-aged-58 https://www.professionaladviser.com/news/4058383/transact-founder-former-ceo-ian-taylor-dies-aged-58 Wed, 19 Oct 2022 06:53:30 +0000 Hargreaves Lansdown chief executive Chris Hill to step down <img alt="Hargreaves Lansdown chief executive Chris Hill to step down" src="https://www.professionaladviser.com/api/v1/wps/19eaa5e/a003b05a-b3d8-4973-9f60-279d39303658/14/HILL-Chris-Hargreaves-Lansdown-2018-185x114.jpg" /> <p><!--summary start--> Hargreaves Lansdown chief executive (CEO) Chris Hill will step down at the end of November next year, the company announced today (17 October). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/19eaa5e/a003b05a-b3d8-4973-9f60-279d39303658/14/HILL-Chris-Hargreaves-Lansdown-2018-185x114.jpg https://www.professionaladviser.com/news/4058201/hargreaves-lansdown-chief-executive-chris-hill-step https://www.professionaladviser.com/news/4058201/hargreaves-lansdown-chief-executive-chris-hill-step https://www.professionaladviser.com/news/4058201/hargreaves-lansdown-chief-executive-chris-hill-step Mon, 17 Oct 2022 06:44:05 +0000 Quilter CEO Paul Feeney to step down at the end of the month <img alt="Quilter CEO Paul Feeney to step down at the end of the month" src="https://www.professionaladviser.com/api/v1/wps/9c01bd5/328a9a67-e03b-41a4-9dfd-e607669fdc0f/2/Steven-Levin-roi-1-185x114.jpg" /> <p><!--summary start--> Quilter chief executive and director Paul Feeney is set to step down from him role at the end of this month, to be succeeded by platform boss Steven Levin. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9c01bd5/328a9a67-e03b-41a4-9dfd-e607669fdc0f/2/Steven-Levin-roi-1-185x114.jpg https://www.professionaladviser.com/news/4057734/quilter-ceo-paul-feeney-step-end https://www.professionaladviser.com/news/4057734/quilter-ceo-paul-feeney-step-end https://www.professionaladviser.com/news/4057734/quilter-ceo-paul-feeney-step-end Mon, 10 Oct 2022 06:50:14 +0000 Harlequin resorts boss jailed for 12 years over £226m fraud case <img alt="Harlequin resorts boss jailed for 12 years over £226m fraud case" src="https://www.professionaladviser.com/api/v1/wps/5734fc5/8e7580c2-abd6-489f-96be-951ea391b77b/3/prison-sentence-185x114.jpg" /> <p><!--summary start--> The man behind a £226m fraud affecting thousands of British victims was today (30 September) jailed at Southwark Crown Court for 12 years following an investigation by the Serious Fraud Office. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5734fc5/8e7580c2-abd6-489f-96be-951ea391b77b/3/prison-sentence-185x114.jpg https://www.professionaladviser.com/news/4057313/harlequin-resorts-boss-jailed-gbp226m-fraud-case https://www.professionaladviser.com/news/4057313/harlequin-resorts-boss-jailed-gbp226m-fraud-case https://www.professionaladviser.com/news/4057313/harlequin-resorts-boss-jailed-gbp226m-fraud-case Fri, 30 Sep 2022 16:05:08 +0000 Incoming M&G CEO staunchly refutes break-up possibility <img alt="Incoming M&amp;G CEO staunchly refutes break-up possibility" src="https://www.professionaladviser.com/api/v1/wps/ebb0054/d2e15f9c-b163-4f4e-809e-99cb7f8a7842/6/Andrea-Rossi-185x114.jpg" /> <p><!--summary start--> Incoming M&G chief executive Andrea Rossi has put to bed any speculation that he will carve up the company by stating in his first media call that it was one option he “will not pursue”, reasoning the integrated model was “one of the main reasons” he took the role. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ebb0054/d2e15f9c-b163-4f4e-809e-99cb7f8a7842/6/Andrea-Rossi-185x114.jpg https://www.professionaladviser.com/news/4057231/incoming-ceo-staunchly-refutes-break-possibility https://www.professionaladviser.com/news/4057231/incoming-ceo-staunchly-refutes-break-possibility https://www.professionaladviser.com/news/4057231/incoming-ceo-staunchly-refutes-break-possibility Thu, 29 Sep 2022 14:05:18 +0000 M&G names Andrea Rossi as next chief executive <img alt="M&amp;G names Andrea Rossi as next chief executive" src="https://www.professionaladviser.com/api/v1/wps/8f8e577/d2e15f9c-b163-4f4e-809e-99cb7f8a7842/4/Andrea-Rossi-185x114.jpg" /> <p><!--summary start--> Savings and investment business M&G has named Andrea Rossi as its next chief executive and executive director. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8f8e577/d2e15f9c-b163-4f4e-809e-99cb7f8a7842/4/Andrea-Rossi-185x114.jpg https://www.professionaladviser.com/news/4057174/names-andrea-rossi-chief-executive https://www.professionaladviser.com/news/4057174/names-andrea-rossi-chief-executive https://www.professionaladviser.com/news/4057174/names-andrea-rossi-chief-executive Thu, 29 Sep 2022 06:59:17 +0000 Remembering Queen Elizabeth II <img alt="Remembering Queen Elizabeth II" src="https://www.professionaladviser.com/api/v1/wps/5effc26/fdf2706c-281e-4833-affd-7827133bc1f5/4/Queen-Alamy-BMCB06-185x114.jpg" /> <p><!--summary start--> Tributes from political and financial leaders have emerged from across the world for the late Queen Elizabeth II following her death yesterday afternoon. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5effc26/fdf2706c-281e-4833-affd-7827133bc1f5/4/Queen-Alamy-BMCB06-185x114.jpg https://www.professionaladviser.com/news/4056079/remembering-queen-elizabeth-ii https://www.professionaladviser.com/news/4056079/remembering-queen-elizabeth-ii https://www.professionaladviser.com/news/4056079/remembering-queen-elizabeth-ii Fri, 9 Sep 2022 07:44:57 +0000 Queen Elizabeth II dies after 70 years on the throne  <img alt="Queen Elizabeth II dies after 70 years on the throne " src="https://www.professionaladviser.com/api/v1/wps/ff550bd/51352d3e-52ce-4e64-a6ed-361c3dd5cc4d/2/Queen-Elizabeth-Alamy-2GCK86J-185x114.jpg" /> <p><!--summary start--> Queen Elizabeth II has died at the age of 96 at her Scottish home Balmoral after 70 years on the throne.  <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ff550bd/51352d3e-52ce-4e64-a6ed-361c3dd5cc4d/2/Queen-Elizabeth-Alamy-2GCK86J-185x114.jpg https://www.professionaladviser.com/news/4056068/queen-elizabeth-ii-dies-throne https://www.professionaladviser.com/news/4056068/queen-elizabeth-ii-dies-throne https://www.professionaladviser.com/news/4056068/queen-elizabeth-ii-dies-throne Thu, 8 Sep 2022 17:39:47 +0000