Institute for Financial Wellbeing temporarily changes name and unveils exec team
Cannot yet call itself an institute
Chris Budd: "We have emailed everyone who responded with our next steps and are in the process of setting up the infrastructure, such as a regional network."
The Institute for Financial Wellbeing has unveiled its seven-strong executive team and revealed a temporary name change.
The programme's executive team is made up of a myriad of advisers, including Henwood Court managing director Nick Platt, Magenta Financial Planning chief executive Julie Lord, Elite Financial Consulting...
More on Your profession
Raymond James reveals fourth employment model for its UK wealth managers
Retained on 'employed basis'
Yet-to-launch 'hybrid' adviser raises £2.15m
'AI-driven solutions'
Less than half of well-known banks beat BoE interest rate for savers
15 failed to pay more than BoE
Back to Top
More news
Industry Voice: How climate change can impact return expectations and what this means for multi-asset investors
Climate change affects the long-term asset class return assumptions that underpin portfolio construction and multi-asset investors need to consider its implications carefully.
Divestment of sin stocks a 'fool's errand' - pensions minister Opperman
Stewardship being 'transformed by pension schemes'
Kate Jones named next PPF chair as Wagner steps down
Jones takes on the brief after five years on the board, serving and chairing committees
