MiFID II requirements around discretionary fund management have led to wealth managers entering the financial planning space, Jacqueline Lockie told delegates at the PA360 conference last week.
The Chartered Institute of Securities and Investment head of financial planning was discussing the range of titles and job descriptions for financial services professionals working in the private client...
Asking for apology
SM&CR deadline 31 March 2021
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Monthly meetings not enough
Deal was announced in June this year
Pensions minister Guy Opperman sets out how impending Pension Schemes Bill will improve retirement savings in the UK
Value is in the eye of the beholder
Headed by Simon Monk