Advisers

Careers Insight: Instant boost to wellbeing

Massages are an effective way of reducing stress and boosting production. More companies are realising these benefits When our organisation marked Mental Health Awareness Day last year, one of the most well-received aspects of the day was our focus on stress management and the opportunity to have an on-site 15-minute massage. As a result, we […]

Openwork chief executive joins Pimfa board

Openwork chief executive Mark Duckworth (pictured) has been appointed to the board of The Personal Investment Management and Financial Advice Association. Pimfa is the trade association for investment managers and financial advisers. Duckworth has held the position of chief executive at Openwork since 2015, having spent eight and a half years at the company thus […]

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Tenet partners with TrackerHub

Tenet, an adviser support group, has partnered with the referral tracking platform TrackerHub. The partnership will provide Tenet with access to TrackerHub’s case progression dashboard, which tracks a case from initial referral to completion, and the commission received. In addition, adviser firms can use the system for invoicing and introducer analytics. The platform also enables […]

Sesame adds tech tool to mortgage adviser arsenal

Sesame Bankhall Group’s Sesame Network will introduce a new digital portal for its mortgage advisers to provide access to customised legal services and improve the conveyancing process. The tool will be produced in partnership with Bristol-based panel manager Aventria and allows advisers to follow customers’ case processes with third party solicitors. Adviser referrals are allocated […]

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Trussle appoints new chairman and adviser

Trussle has appointed Simon Williams as its new chairman and Supriya Uchil has joined its advisory board. Williams has over 30 years’ experience in the financial services industry, having previously held positions at Citigroup, and more recently HSBC where he served as head of wealth management. Meanwhile, the firm’s other new appointment, Uchil, has over […]

Mortgage product changes slowing: Moneyfacts

Mortgage products are increasingly available on the market for longer, according to Moneyfacts. Data provided by the firm shows that the average shelf life of mortgage products has risen from 38 days in February 2019 to 48 days in April. This, Moneyfacts says, may be put down to month-on-month falls in two- and five-year Swap […]

Aberdeen Standard Investments teams up with Skipton for new fund range

Aberdeen Standard Investments has teamed up with Skipton Building Society to provide portfolio solutions for customers of its £4bn investment offering. The partnership will build on ASI’s existing £13.9bn MyFolio fund range, its multi-asset solutions for advisers, by adding five new index funds. Bambos Hambi and James Millard run the 19-strong multi-manager strategies team which […]