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
Source: international-adviser.com
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Former head of AFH business joins IFA Acquisitions
Dawn Walker-Bennett, the former head of business development for AFH Wealth Management, has joined IFA Acquisitions. Her focus at IFA Acquisitions will be to help business owners looking to exit the industry. To do so, she will assist them throughout the succession planning process.
Source: moneymarketing.co.uk
The Morning Briefing: Succession planning and register for decumulation webinar
Good morning and welcome to your Morning Briefing for Thursday 7 October, 2021. To get this in your inbox every morning click here. Succession planning It is no secret the average age of advisers is 50 plus and succession planning can be complex. One story that emerged this morning is Dawn Walker-Bennett, the former
Source: moneymarketing.co.uk