10/23/2020
The chief information officer role applies to all regulated firms, except credit unions, and will apply where the RFSP has a high or medium high prudential impact risk, or where IT is a key enabler or core element of the firm’s business model.
10/22/2020
Christopher Morris is set to remain as deputy head of financial planning, reporting to global business development director Kevin Moore, until a replacement head of financial planning is appointed.
10/22/2020
“Lycetts are a long-established, well-respected and reputable Independent Financial Adviser, and this is what attracted me to the organisation,” said Makepeace, a chartered adviser and fellow of the Personal Finance Society (PFS).