Adam Owen, a director and head of content at the young Financial Planner group NextGen Planners, has joined the board of the Institute for Financial Wellbeing as a non-executive director. 

The FCA has imposed a number of restrictions on a senior manager at an IFA firm where £1.5m of client funds may have been misappropriated.

A major pensions 'unlocking' firm which used TV advertising - Kings (FRN 197285) - has been declared as failed by the Financial Services Compensation Scheme.

Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.

Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired Wimbledon-based Bespoke Corporate Pensions Limited (BCPL) for an undisclosed sum.

Rathbones and Investec’s Wealth & Investment UK division are to merge to create a discretionary wealth manager with £100bn in Funds Under Management.

Wealth manager and Financial Planner WH Ireland has issued a profit warning as the group continues to be hit by market volatility.

Financial Planner and wealth manager Atomos, formerly Sanlam, has appointed former Ascentric CEO Jon Taylor as its new chair.

Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.

Expanding Chartered Financial Planner Skerritts Group has hired former Quilter CEO Paul Feeney as its new group CEO.