Advice network The Openwork Partnership has appointed adviser Stuart Dodson as managing director as chief commercial officer Mike Morrow announced he is to step down.
Revenue in the first half at wealth management firm Charles Stanley increased 12% year on year to £91.9m.
Martin Andrew has stepped down from his role of chief executive at wealth firm and fund manager Close Brothers Asset Management (CBAM).
West Country-based accountancy and wealth management firm Old Mill has revealed plans to nearly double staff numbers from 320 to 600 over the next five years.
SIPP provider iPensions is expanding into the direct-to-consumer pension market with the launch of iSIPP, a digital consolidator for UK and international clients.
Chartered Financial Planner Wes Nixon is to leave IWP’s Welsh regional hub to join Bristol-based Centurion Chartered Financial Planners after only nine months in the role at IWP.
Fast-growing wealth manager and Financial Planner Kingswood has made its second acquisition this week with a deal to buy Smythe and Walter, a Financial Planning firm based in Faversham, Kent.
Wealth manager St James’s Place (SJP) has introduced virtual reality (VR) technology for training its financial advisers and Academy trainees.
Celtic Financial Planning has added Chartered Financial Planner Victoria Nabarro to its London team in Canary Wharf.
Quilter Investors chief investment office Bambos Hambi is retiring to spend more time with family.