Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
What are the prospects for the eurozone in 2015?
Charles Stanley Group's chief financial officer James Rawlingson has left the business, handing his responsibilities to Ben Money-Coutts.
Former F&C fixed income manager Peter Geikie-Cobb has joined Charles Stanley as managing director of its Matterley fund business.
Charles Stanley's Chris Bolshaw and Jeremy Sharp and five of their colleagues are to join Walker Crips to open a new office in Truro at the end of February.
Charles Stanley CIO Paul Abberley has been confirmed as the business' new chief executive after the Financial Conduct Authority approved his appointment.
Wealth management firms say they are being "crippled" by suitability requirements as the Financial Conduct Authority (FCA) increases its scrutiny of the sector.
Which asset class or event surprised you most?
Rob Hudson, currently head of Charles Stanley Direct, is joining Aberdeen Asset Management to develop the group's digital proposition.
Charles Stanley has reported a £3.9m pre-tax loss for the six months to 30 September, driven by costs arising from the ongoing "major upgrade" of its systems and processes.