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 […]
The FCA is confident in the future of the advice industry but will need further feedback as it sets about reviewing the success of the RDR and the effectiveness of the Financial Advice Markets Review. Speaking at an Adviser Home/Octopus Investments event this week, the regulator’s head of customer distribution policy Alex Roy said the […]
What are the hallmarks of a true profession? A robust qualifications framework? A rigorous code of conduct? A genuine commitment to continuing development? These are undoubtedly noble indicators, but I would throw one more into the mix: an attitude that welcomes criticism in order to better itself. A profession does not surround itself with yes […]