Charles Stanley
Charles Stanley unveils ‘hybrid advice’ proposition
To tackle ‘misinformation and confusing financial jargon’ online and on social media
PEOPLE MOVES: Chase de Vere, Novia Financial, Amundi
IFA firm names CEO, as platform hires director of adviser and customer experience
PEOPLE MOVES: Tisa, Charles Stanley, Nuveen
Savings alliance CEO steps down, as wealth firm names director of investment management services
Raymond James takeover of Charles Stanley gets final go-ahead
A month after regulator approved the acquisition
PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change