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People

Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

People

Next Generation Advisers: Newbridge Financial Planning's Alex Bakovljev

‘I think the advice gap is obvious’

clock 20 November 2025 • 3 min read
People Moves: Veteran Tony Stenning joins Boring Money

People

People Moves: Veteran Tony Stenning joins Boring Money

Joins Boring Money as CCO

clock 20 November 2025 • 1 min read
True Potential Wealth Management names CEO

People

True Potential Wealth Management names CEO

Stuart Dodson succeeds Steve Hutton

clock 19 November 2025 • 2 min read
FNZ appoints ex-Natwest CEO Dame Alison Rose as UK chair

People

FNZ appoints ex-Natwest CEO Dame Alison Rose as UK chair

Rose stepped down from NatWest in 2023

clock 18 November 2025 • 2 min read
The Openwork Partnership hires former Royal London exec as Omnis Investments CEO

Your profession

The Openwork Partnership hires former Royal London exec as Omnis Investments CEO

Mehdi Kadhim joins

clock 18 November 2025 • 2 min read
PortfolioMetrix names Alex Funk as CEO

People

PortfolioMetrix names Alex Funk as CEO

Founder Brandon Zietsman now executive chair

clock 13 November 2025 • 2 min read
Mattioli Woods co-founder steps down as CEO

People

Mattioli Woods co-founder steps down as CEO

Transition expected this month

clock 13 November 2025 • 1 min read
Big interview: Titan Wealth co-CEOs Andrew Fearon and James Kaberry

People

Big interview: Titan Wealth co-CEOs Andrew Fearon and James Kaberry

Leaders speak to PA on the firm’s global expansion push and acquisition pipeline

clock 10 November 2025 • 7 min read
Individual convicted and fined in FCA's first data breach prosecution

People

Individual convicted and fined in FCA's first data breach prosecution

Regulator’s first prosecution under the Data Protection Act

clock 30 October 2025 • 2 min read
Gretchen Betts' contribution to closing the advice gap

People

Gretchen Betts' contribution to closing the advice gap

Financial adviser discusses her ‘SheFinance’ workbook

clock 29 October 2025 • 5 min read
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