Brooks Macdonald Asset Management has appointed former Park Row sales and marketing director Carey Shakespeare as head of marketing. He has acted as a consultant since leaving Park Row in 2009.
I have always liked numbers and money and when I finished university I thought PwC would offer a chance to learn how businesses are run differently from a numbers point of view. It also offered a chance to obtain another qualification, to get the ACA three years in, so it seemed the obvious thing to […]
Platforum has warned advisers to be wary of adopting a single platform due to significant variations in wrapper and fund charges between providers. Speaking at The Platforum conference in London last week, managing director Holly Mac-kay said she had revised her views on the merits of using a single platform following her work with Capita […]
Intrinsic Financial Services has named John Ahmed as its financial services director. Ahmed left his job as commercial director at Home of Choice, now known as First Complete, in June to pursue other opportunities. Intrinsic sales director Stephen Fryett says: “John has worked for 20 years in the broker market, which will give us the […]
Financial Services Compensation Scheme chairman David Hall has called for the FSCS to be made formally accountable to both the Prudential Regulation Authority and the Consumer Protection and Markets Authority. Giving evidence to the Treasury select committee last week, Hall said he does not want the FSCS to be accountable to the CPMA only. Hall […]
Out there lies a warm ocean of desert islands, sun, sand and palm trees, where individuals can choose how and when to tax-efficiently access their pension fund and realise the retirement dreams they have worked so hard for.
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An internal investigation has found that a Fidelity International director did not bully or harass one of the firm’s employees. Legal action could still continue, however, as both the employee and company contest each other’s claims. Money Marketing reported last month that Fidelity had opened an investigation into a senior manager after an associate director […]
When grown-up children fly the nest to stand on their own two feet, their parents can take pride in a job well done. And although the apron strings have been cut the bond remains. It is similar for advice firm Telford Mann and its joint managing director Jon Telford, and the relationship with its former […]
It’s amazing how strongly the subject of commission still inflames adviser passions. The debate is obviously far more nuanced than many give it credit for. Legacy pensions flogged only because of the commission they paid can hardly be put in the same ballpark as vital protection products that simply would not be commercially viable to […]