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 […]
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 […]