Openwork
PEOPLE MOVES: Close Brothers AM, Credit Suisse, Openwork
CEO steps down from UK advice firm, while banking group makes c-suite changes in Asia
Best Practice | 16 Nov 21
Financial advice network partners with insurance broker
To offer its members and their clients access to more life and protection products
PEOPLE MOVES: Cooper Parry Wealth, WH Ireland, Openwork
UK advice firm names PFS president as chief growth officer, while wealth manager makes c-suite change
Millions turned to financial advisers during pandemic
But nearly half of Brits have never seen or talked to one
Best Practice | 23 Sep 21
Advice industry ‘must redouble’ efforts to attract more women
As evidence shows the female adviser gap is ‘starting to narrow’