It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers ...
An inspirational thought...
When I hear somebody sigh 'life is hard' I am always tempted to ask 'compared to what?'.
In case you missed it...
According to latest data from the Financial Conduct Authority (FCA) restricted advice makes up almost two-thirds of all advice revenue. This is despite four-fifths (83%) of advisory firms providing independent advice. MORE...
The government may have scrapped plans to create a secondary annuity market. But, PA understands, some providers are not minded to take no for an answer just yet. Old Mutual explained how a compromise solution might be achieved. More...
Must-attend events for advisers
RSMR is hosting an adviser seminar on ‘responsible investing' on 2 November in Leeds as part of Good Money Week. The CDP-accredited event will hear fund groups EdenTree, Rathbones and Kames Capital discuss their ethical investment strategy. Advisers can register by emailing [email protected]
Worthstone is to run a social investment academy for advisers in London on 2 November. Delegates will hear from Rupert Harrison, Peter Baxter and the FCA's response to their call for input on the barriers to social investment. Advisers can book their place HERE
Barclays Wealth adviser Andrew Porter has taken over as president of the CISI Birmingham and West Midlands branch from Ian Bailey.
Rory Percival is back. The former FCA technical specialist has set up his own firm: Rory Percival Training and Consultancy.
Aegon UK has appointed Stephen McGee as chief financial officer, after he held the role on an interim basis since August. McGee joined Aegon in 2014 from Lloyds Banking Group where he was chief actuary.
Key Retirement has promoted its CFO Simon Thompson to the newly-created position of deputy CEO after three years with the group. It wants to push for further growth.
Discretionary investment managers Liam Pryce-Jones and Robert Hale have joined Raymond James' new Solent office as founding partners. They join Nicola Tomlin, who set up the business last month.
The chairman looks to inject some emotion into investing
To become Creation Portfolios
Charles Stanley pension business
A total of four acquisitions in 2017
GDP at 0.3% for Q1 2017