Companies
Harwood WM buys Castleton Financial Planning for £1.6m
Second purchase of financial year
Schroders-Lloyds tie-up to provoke 'war for advice talent'
Plans for 700-plus advisers
Fundamental Media acquires marketing consultancy Hooplot
Hooplot founder joins directors' board
Revealed: All the winners at the Professional Adviser Awards 2019
Montage and Premier multiple winners
Openwork adds chief people officer to executive team
Carrie Morris joins from Axa
Martin Currie makes double hire in distribution team
For Europe and the Americas
Welsh adviser enters voluntary liquidation as director moves next door
No claims against John Dyer
Profit forecasts of asset and wealth managers fall by up to 39%
Peel Hunt research
S&W quartet appointed joint administrators of London Capital & Finance
Around 14,000 bondholders
David Jennings takes Sesame's newly-created business development role
Sesame MD to be revealed 'imminently'
Quilter Private Client Advisers adds £130m AUA with double acquisition
Undisclosed purchase prices
Openwork adviser count nears 4,000 mark
'Record year' for firm
Galloway Whitfield becomes Perspective's first acquisition of 2019
Newcastle-based IFA
Lowes launches structured investment strategies fund
Targeted returns of cash +5%
Royal London replaces double-decade intermediary distribution director
Smith spent 19 years in the role
BMO GAM hires Wells Fargo's Mitchem as CEO to replace retiring Wilson
Three years at Wells Fargo
Cooper Parry Wealth hires COO from Mattioli Woods
Returns after eight years
'A big job on his hands': Reaction to Jupiter hiring Formica as CEO
Takeover rumours continue
Nutmeg secures £45m investment round with Goldman Sachs
Raised £116m in total
Punter Southall acquires Dorset advice firm
Adds 24 staff, three offices and £275m AUA
SJP names new responsible investment head
To engage advisers and clients
Lighthouse to transfer auto-enrolment business to Smart Pension
After strategic review
Consolidator AFH sets new 'aspirational' growth targets
As annual profits almost double
