It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers…
An inspirational thought...
People demand freedom of speech to make up for the freedom of thought which they avoid.
Soren Aabye Kierkegaard
In case you missed it…
The regulator has published two reviews: suitability and disclosure. It found financial advisers failed on disclosure almost half the time, particularly in their initial information on cost and services. More...
However, it was pleased to find advice given by regulated financial advisers was suitable in 93.1% of the cases, with larger firms and networks performing particularly well. More...
The Retirement Planner Awards 2017 shortlists have been revealed. Has your firm been nominated? Find out here
Must-Attend Events for Advisers
Starting on 16 May in Brighton, FundsNetwork will be running a series of 15 seminars across the country on a number of topical issues surrounding pension and investment planning. Attendance will garner 2.5 hours of structured CPD accreditation. Register here
Jupiter's UK roadshow will visit various locations throughout June. The events will feature James Clunie, manager of the Jupiter Absolute Return fund, and investment professionals from teams including emerging markets, fixed income and UK value. Register here
TISA is hosting a seminar in London on pension communications and new technology. The seminar will take place on 24 May. For more information, click here
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. Presenters will include BMO Global Asset Management, ETF Securities, WisdomTree, the London Stock Exchange, S&P Dow Jones Indices and HSBC Global Asset Management. Register here
Financial Services Expo Wales is to be held at Celtic Manor in Newport on Wednesday, 28 June. It will include a range of CII-accredited seminar presentations. Further details, including how to register, can be found here
The FS Open will be held the following day - also at Celtic Manor. The new financial services golfing tournament pits 20 teams of four players against each another. Full details can be found here
Tideway will host a series of seminars across the country throughout June and July examining the pros, cons and key risks of financial salary UK pension transfers. More information can be found here
CISI financial planning conference is taking place between 25 and 27 September. The theme is 'Focus on the Future' and guest speakers include former pensions minister Steve Webb. To book, click here
The PFS is hosting its flagship conference, 'A Festival of Financial Planning' in Birmingham on 7 - 8 November. Speakers include former pensions ministers Ros Altmann and Steve Webb, and World Cup winning rugby coach Sir Clive Woodward. To book tickets, click here
Jackie Boylan has been appointed as head of advisory services at FundsNetwork.
Investec Wealth & Investment has expanded its London office with the hire of three senior investment directors: Greg Waunford-Brown, Philip Maher and Gideon Wright. All three came from Julius Baer Wealth Management, which they joined in 2014 as part of the firm's acquisition of Merrill Lynch International Wealth Management.
Chase de Vere has appointed Darrell Parsons to work with corporate clients in London and the South East of England. Parsons has 21 years' experience as a corporate consultant, having worked at Mazars, Willis Employee Benefits, Punter Southall and Towry.
Standard Life Investments has appointed Richard Pereira to the newly created position of investment director within the insurance solutions team.
Fairstone Group has poached Paul Adams and Simon McGechie from Ascot Lloyd. The two will work as independent financial advisers for the group, starting immediately.
The chairman isn’t answering his email
Reforms not enough
An economic cocktail
To encourage consumers to shop around
Will report to Pat Shea