People

TISA chief executive David Dalton-Brown to step down

People

TISA chief executive David Dalton-Brown to step down

After 13 years with the body

clock 20 January 2022 • 2 min read
CISI chief executive Simon Culhane to exit after 18 years

People

CISI chief executive Simon Culhane to exit after 18 years

Made 'significant contribution'

clock 19 January 2022 • 1 min read
Kingswood hires from Santander Wealth for head of wealth planning role

People

Kingswood hires from Santander Wealth for head of wealth planning role

Joins from Santander Wealth

clock 19 January 2022 • 1 min read
David Ferguson to join 'disruptive' Seccl as chief executive

Technology

David Ferguson to join 'disruptive' Seccl as chief executive

From 4 April

clock 18 January 2022 • 3 min read
More women seek financial advice as post-lockdown divorces rise, advisers say

Your profession

More women seek financial advice as post-lockdown divorces rise, advisers say

'No longer a big scary journey'

clock 12 January 2022 • 3 min read
Tenet names Steve Jones managing director

People

Tenet names Steve Jones managing director

Two senior appointments

clock 05 January 2022 • 2 min read
SJP compensates client for lack of advice fee clarity and delayed service

Your profession

SJP compensates client for lack of advice fee clarity and delayed service

Client was left to borrow from family

clock 17 December 2021 • 3 min read
SJP academy sees more than 200 graduate

Your profession

SJP academy sees more than 200 graduate

801 graduates so far

clock 16 December 2021 • 1 min read
IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

Your profession

IWP finalises 30th acquisition with Throgmorton Wealth Management purchase

'50 firms by 2025'

clock 16 December 2021 • 2 min read
Tilney Smith & Williamson's Louie French wins Bexley by-election

People

Tilney Smith & Williamson's Louie French wins Bexley by-election

Will leave firm after notice period

clock 07 December 2021 • 2 min read