BT’s Englund on FoFA and recruitment strategy

Matt Englund, head of Dealer Groups at BT Financial Group, says Securitor is actively looking for practices that share its generational philosophy.

In a video interview as part of Professional Planner Online’s Dealer Group series, Englund says that, like everyone else in the industry, he is looking for more clarity on Future of Financial Advice (FoFA) but adds that the government’s intent cannot be faulted.

Englund says Securitor is looking at niche, specialised practices with a family component that it can service across generations.

He dismisses talk of a recruitment war as “counterproductive”.

 

 

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‘One kitchen, two dining rooms’: How Evalesco and Principal Edge integrated post-merger

‘One kitchen, two dining rooms’: How Evalesco and Principal Edge integrated post-merger

The merger between Evalesco and Principal Edge has seen the behind-the-scenes integration of two firms that have retained separate public-facing brands. But it’s meant that long-time Evalesco CEO Jeff Thurecht has stepped back from advice duties, shrinking his personal client base from 120 to zero, so he can focus on managing both businesses.

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