Head of Prudential’s Asian fund management business Ajay Srinivasan has quit the business in search of a new challenge. Prudential has appointed consultant Alan Wren in the interim to run the business while it searches for a replacement.
Thinc subsidiary The Commerce Centre is to offer its non-regulated business services to the whole of the market.It aims to have 4,000 advisers signed up by the end of 2008 and grow to become the UK’s biggest network for non-regulated business channels.The Commerce Centre says advisers who transact business through it will benefit from its […]
We know what it takes to run a successful auto-enrolment project in the retail industry. We are automatically there for some of the world’s best-known retailers at every stage of the process. Take a look at what we have done for our client House of Fraser.
Advice giant St James’s Place will block access to its investment platform for 10 days while it migrates services to a new provider. SJP tells Money Marketing that the work will affect online service ability for clients between 19 October and 29 October. A spokesman says: “SJP will carry out essential maintenance to our systems as part […]
This summer saw the S&P 500 rule headlines for enjoying the longest-running bull market in history. Yet, as per the old adage, what goes up inevitably comes down, and it is the job of advisers to manage clients’ portfolios accordingly – either directly or via the third-party investment services they use. A crude assumption might […]
There is currently no minimum qualification level, but the majority of advisers think this needs to change The role of the paraplanner is a relatively new one and its definition and responsibilities can differ hugely between firms. According to the Chartered Institute for Securities and Investment, the role can be broken down into four key […]