Wealth manager and Financial Planner Evelyn Partners has appointed Rachel Bleakley as an associate director with its Birmingham Financial Planning team.

Artemis founder John Dodd will retire from the investment house at the end of this year after almost 40 years in the industry.

Fast-growing national Financial Planner Perspective Financial Group has completed two acquisitions, bringing its total to 11 this year and 89 since the group was founded 16 years ago.

The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.

The percentage of professional complaints about pensions and annuities to the Financial Ombudsman Service - including from claims management companies -  showed a surprise fall in the latest quarterly period, in marked contrast to a surge in professional complaints overall. 

Nearly three in 10 Financial Planners (28%) surveyed in an exclusive poll for Financial Planning Today say they have cut the number of clients they serve as a result of the Consumer Duty.

International wealth manager, Financial Planner and professional services firm Azets has acquired Scottish Financial Planner and chartered accountancy firm Milne Craig in a major deal for the financial services sector north of the border.

Discretionary wealth manager Quilter Cheviot has lowered the charges for clients invested in its managed portfolio service (MPS) via its own nominee arrangements.

Wealth manager and Financial Planner Evelyn Partners has added two new funds to its Sustainable MPS in its latest rebalance.

Tweed Wealth Management has acquired Glasgow-based Capital Wealth Consultants (CWC) as it expands into western Scotland.