Articles
The Chartered Institute for Securities & Investment, the professional body for Certified Financial Planners and other finance professionals, has appointed Tracy Vegro, a director at the Solicitors’ Regulation Authority, as its news chief executive.
Research of the adviser market has shown a sharp rise in the number using income drawdown modelling tools, with over half (51%) using the tools compared to 38% last year.
Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi.
Barnett Waddingham, the pensions and professional services consultancy, has appointed seven new equity partners to bring its total number of partners to 93.
• In his latest article, Martin Tilley looks at the decision-making process and the need for documentation as it applies to Small Self-Administered Schemes.