RDR only the first step
You may have noticed the ads in your local train or tube stations for the CISI's Integrity Matters campaign; post-RDR it is concepts around professionalism that bodies have turned their attention to.
Cfa
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collins stewart wealth mgmt rebrands
Collins Stewart Wealth Management has formally rebranded as Canaccord Genuity Wealth Management (CGWM), as the acquisition of Collins Stewart by Canada’s Canaccord Financial first announced in December 2011 reaches completion.
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Meeting client needs is challenging
Over half of financial professionals believe the industry is beleaguered by conflicts of interest and that maintaining duties to clients is a challenge according to a survey conducted by the CFA.
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Overpriced bonds
The number of UK-based investment professionals who feel corporate bonds are overpriced has doubled in the past year.
