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People

CISI launches updated Wayfinder website to help savers find financial planners

Your profession

CISI launches updated Wayfinder website to help savers find financial planners

‘Improved search experience’

clock 23 March 2022 • 1 min read
Abrdn's CEO of Discretionary Richard Charnock set to retire

People

Abrdn's CEO of Discretionary Richard Charnock set to retire

Joined the firm in 2007

clock 21 March 2022 • 2 min read
Square Mile bolsters research team with analyst hire

People

Square Mile bolsters research team with analyst hire

Charlie McCann

clock 15 March 2022 • 1 min read
Fairstone names Steve McNicol chief development officer

People

Fairstone names Steve McNicol chief development officer

Joins from law firm Ward Hadaway

clock 14 March 2022 • 3 min read
Vast majority not consulted adviser about their will - LV=

Your profession

Vast majority not consulted adviser about their will - LV=

30 million parents want to leave wealth       

clock 14 March 2022 • 3 min read
PIMFA adds Coutts & Co's James Clarry to board

People

PIMFA adds Coutts & Co's James Clarry to board

Led sale of Coutts International business

clock 10 March 2022 • 2 min read
IWP hires chief people officer to oversee culture as firm grows

People

IWP hires chief people officer to oversee culture as firm grows

Bought more than 30 IFAs

clock 09 March 2022 • 1 min read
IFA network ValidPath hires industry veteran Jon Barham

People

IFA network ValidPath hires industry veteran Jon Barham

Joined from Bankhall Support Services

clock 03 March 2022 • 1 min read
SJP appoints chief client and reputation officer as rebrand continues

People

SJP appoints chief client and reputation officer as rebrand continues

Oversaw brand’s refresh in January

clock 03 March 2022 • 2 min read
Devon-based Chartered planner celebrates 25 years at Philip J Milton & Co

People

Devon-based Chartered planner celebrates 25 years at Philip J Milton & Co

Quarter of a century

clock 02 March 2022 • 2 min read
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