01/17/2023
One adviser FTAdviser spoke to said “many” of his peers were making plans to move to the Chartered Institute for Securities & Investment, a separate professional body which advice firms can also secure chartered status from.
01/17/2023
Tony Gill, Linda Gallagher and their team will remain in Dublin under the direction of Ronan Foley, head of Gallagher's insurance brokerage operations in Ireland.
01/16/2023
Meanwhile, the region’s investment-grade credit is ahead of its US peers by 6 percentage points over the same period, and the euro currency has jumped 10% versus the greenback.
01/16/2023
Currently, the group offer adviser support services such as compliance training and outsourced paraplanning across its three brands: Apricity, Para-Sols and The Art of Finance.
01/16/2023
This includes general stationery and office supplies, IT and tech support, photocopier and printing supplies, workspace equipment and installation, and PPE and workwear.
01/12/2023
In the three years since it’s Exponent-backed separation, from KPMG, though, it has sought to rapidly build on this early momentum.