United Kingdom
PE-backed advice company buys Beaufort Group
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
Best Practice | 17 Jun 22
Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’
PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking
Best Practice | 16 Jun 22
Openwork unveils business school for financial advisers
To help them with commercial and management development