It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers…
An inspirational thought…
"Let me tell you the secret that has led me to my goals: My strength lies solely in my tenacity."
In case you missed it…
The first ever robo-advice comparison site was launched by the Financial & Technology Research Centre. The site provides analysis of the UK robo-advice market and its key players. More…
Voting is still open for Professional Adviser's Personality of the Year 2017. The award recognises individuals who stand out for their contributions to the financial advice sector. For more information on the final six candidates and how to vote, click HERE.
Must-Attend Events for Advisers
The ETF Forum will be running a series of free CPD-accredited workshops in the second week of June to enhance adviser and wealth manager understanding of ETFs. Register HERE.
The Personal Finance Society is hosting a variety of regional events, starting 17 January in the East Midlands through to 22 February at Bristol and Cheltenham. To find the location nearest to you, click HERE.
Dentons Pension Management is holding its annual event at The Institute of Directors in London on 22 February. An overview of legislative and technical updates will be given by SIPP/SASS expert Martin Tilley, as well as a review of the SIPP and SASS market by David Fox. To register your attendance, click HERE.
SimplyBiz is hosting 320 face-to-face events across the UK over the next 11 months. They will cover a range of business areas including investments, mortgages, protection, pensions and corporate advice.
In addition, the group's learning division New Model Business Academy will deliver four series of meetings focusing on soft skills, professional and personal development and the sharing of best practice between advisers. Contact [email protected] for more.
Former Sirius Financial Solutions CEO Mike Dodd has joined Direct Life as a non-executive director.
Wealth manager Robert Allman has opened a new Raymond James office in Wilmslow, Cheshire. He previously worked as a client partner at Artorius Wealth in Manchester.
Investment consultant KNEIP has made several changes to its senior management team. Gary Janaway joins as chief operating officer from Schroders, where he was director of operations. Bob Kneip has been appointed chairman of the board, Lee Godfrey as chief executive officer and Neil Ward as senior advisor.
Asset manager Insight Investment has expanded its emerging market debt team with the appointment of Darren Louis as portfolio manager. He will report directly to head of emerging markets Colm McDonagh.
Andy Brown has been appointed as direct equity team leader within Tilney's central investment team. He has previously worked for Sanlam Securities UK, Lloyds and Hill Samuel Asset Management.
The chairman isn’t answering his email
Reforms not enough
An economic cocktail
To encourage consumers to shop around
Will report to Pat Shea