Damian Davies

2 weeks ago | moneymarketing.co.uk | Dan Cooper |Damian Davies

Sesame Bankhall Group (SBG) has appointed a dedicated team to boost adviser recruitment as part of plans to grow its network. Chris Astle has stepped into the role of national recruitment manager, overseeing all recruitment activity. He will report into Sesame director Toni Smith. Astle returns for his second stint at Sesame and has more than 20 years’ experience in financial services and joins from PRIMIS Mortgage Network, where he was head of recruitment.

2 weeks ago | moneymarketing.co.uk | Roderic Rennison |Kimberley Dondo |Damian Davies

As I approach a milestone birthday after over 50 years in financial services, I’ve been reflecting on what’s shifted, what’s stayed stubbornly the same and what I wish we’d cracked by now. Here’s my list: one observation per decade. Five things that have changedProfessionalismBack in the 1970s, I started selling life insurance door to door with a memorised script penned by two actors called Ray and Vince.

4 weeks ago | moneymarketing.co.uk | Damian Davies |Tony Wickenden |Barrie Dawson |Kimberley Dondo

It feels like the art of factfinding often gets diluted by the science of compliance. No-one sets out to give bad advice, yet complaints do happen. The reason is that these complaints can stem from poorly managed expectations, miscommunications or misunderstandings. This can be why so much weight of emphasis in advice is given to compliance risk warnings, caveats and processes designed to ‘CYA ’.