Tenet investment adviser services division managing director Nick Kelly is leaving after three-and-a-half years. Kelly is in late-stage discussions with two financial services organisations and expects to have a position confirmed within a month. Customer services director Steve Jones is taking over the helm at M&E and Interdependence until a replacement for Kelly is announced. […]
IFA Defence Union chief Evan Owen has finally revealed his soft side. The hard man of financial services has adopted two ailing fish from his children’s school pond. Splish and Splash are understood to be in buoyant spirits and harbouring a militant disregard for the FSA.
IFA support service provider threesixty services has appointed Susan Taylor as its new marketing manager. Taylor, formerly with Bankhall for nine years, latterly as a regional account manager, has been employed to reinforce the companys profile.Taylor says: threesixtys ethos is not only to provide comprehensive support at a competitive cost but also to listen to […]
In this short video, Azhar Hussain, head of global high yield at Royal London Asset Management, explains how his team balance bottom-up with top-down research in constructing multi-asset credit portfolios. Watch the video in full The value of investments and the income from them is not guaranteed and may go down as well as up […]
Balance: Wealth Planning managing director on setting up a new firm and being fed up with inadequate systems Advisers are waking up to the fact that younger people are the clients of the future, and Balance: Wealth Planning managing director Rebecca Aldridge is no exception. She is weeks away from launching a second company that will […]
Two professional bodies have joined forces to co-brand and promote an Islamic finance qualification. The Chartered Institute for Securities & Investment’s Islamic Finance Qualification was launched in 2007 and has now got backing from the Association of Chartered Certified Accountants. CISI and ACCA signed a memorandum of agreement regarding their collaboration on the Level 3 […]