Christine Dawson

Advice portal launched for wealth managers

Fintech provider Focus Solutions has launched focus:wealth which offers a customisable client portal to better manage the customer journey. Focus Solutions says the features of the focus:wealth system will create a more integrated and efficient way for wealth managers to engage, advise and retain clients. The functionality includes tools for managing interested party relationships, creating […]

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Most adults feel they missed out on financial education

Over three quarters of UK adults said they did not received financial education at school, but most wish they had. According to research commissioned by Quilter, 77 per cent of adults surveyed said they did not receive financial education at school, or could not remember it being available. Of that group, 79% wished they had […]

BlackRock launches pensions-focused multi-asset fund

BlackRock has launched a multi-asset strategic growth fund targeted at defined benefit and defined contribution pension schemes seeking long-term growth and less volatility than equities. A minimum of 5 per cent of the fund’s capital will be invested in to environmental, social and governance themes. BlackRock, which manages $6.44 trillion of assets globally, also says […]

Succession MD steps down for recruitment role

Succession Advisory Services managing director Sanjay Shah has stepped down amid a reshuffle of the company’s recruitment team. Sanjay Shah sold his IFA to Succession in 2014 and was managing director of Succession Advisory Services, the platform arm of the group, from 2016. He left his position this summer to become a recruitment ambassador for the […]