It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers …
Quote of the week ...
"In spite of the cost of living, it's still popular"
- Kathleen Norris
In case you missed it…
Philip Wise (pictured, right) has joined advice firm Informed Choice as retirement income planning director.
Hawksmoor Fund Managers has hired Ben Mackie from Brooks Macdonald as a fund manager, as CIO Richard Scott prepares to transition to an advisory role after 10 years running funds at the firm.
BNY Mellon Investment Management has appointed Nick Thiem as head of UK wealth managers and private banks.
Hinckley & Rugby Building Society has welcomed its new chief executive Colin Fyfe to his role.
Benoit Hudon has been appointed Mercer's new head of wealth in the UK.
James Liddiment has joined the Duff & Phelps' London office as a managing director in its Real Estate Advisory Group.
Russell Investments has hired Jennifer McPeek as chief financial officer.
Must-attend events for advisers
Professional Adviser's successful Multi-Asset Roadshow returns early next year, visiting Harrogate, Manchester, Birmingham, Bristol and London between 29 January and 7 February. For more details on this structured CPD-accredited event or to reserve your place, please click here
Intelligent Partnership is hosting a series of six Enterprise Investment Scheme (EIS) showcase events in November for advisers across the country. The attendees will hear from eight EIS providers, which will highlight some key issues for advisers and their clients. For more information, click here
The Association of Investment Companies is running a series of seminars in November. Each seminar offers two hours and 15 minutes of structured CPD and aims to inform attendees about how the investment company sector is changing. Tickets for the events, which are free, can be booked here
Over November, James Hay is holding 12 masterclasses in various locations across the UK. James Hay's technical specialists will help prime advisers for the potential changes to tax rules, maximising pension funding while retaining a tax-efficient position and ensuring any decision on death benefits is 'a tax triumph rather than a tax tragedy'. Advisers can register for a masterclass here
Dynamic Planner is hosting two conferences early next year in Manchester and London. The events, which are free for financial services professionals to attend, will focus on investment and promise to put financial planning at the heart of the agenda. Registration details may be found here
Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss how they broach the topic of sustainability...
Two-thirds cannot evidence compliance
'Elaborate breach of trust'
'How to buy protection insurance'
As this year has proved