A new boutique advice firm, Atlas Bridge Wealth, has launched in the Algarve region in Portugal to serve the growing number ...

Cash ISA flows have remained stable ahead of the Budget, according to the latest Bank of England data, despite fears that the ...

UBS has hired a number of new financial advisers to its offices across the US this month. The global wealth manager has made the following appointments Bryan Davidson has joined as a financial adviser ...

The impact of AI on financial services, wealth manager and adviser consolidation and a call for a more collegic and united ...

Wealth manager AFH has bought St Albans-based Avidity Wealth Management, a financial planning firm with around £750m funds ...

The Australian Securities and Investments Commission (ASIC) has banned Melbourne-based financial adviser Wade Lance Spooner, ...

Adviser technology company Saturn has raised USD$15m (£11.2m) in a series A funding round to help grow its AI offering. The firm said the funding will accelerate the development of AI tools and ...

Quilter Cheviot International has appointed Maria Gardner as investment director in its Jersey office to enhance its offering to higher net worth clients across the UK, Europe and internationally.

Us wealth manager Cary Street Partners has added veteran adviser Michael Saul to its Morristown, New Jersey office. Saul joins as a financial adviser and managing director, bringing with him more than ...

Findings from think tank the Resolution Foundation “that pensioner households are now better off than working households is in the main due to ever-richer households reaching retirement, namely the ...

Skybound Wealth has launched a new initiative with GEMS Education, one of the world’s best known private education providers. Through the collaboration, GEMS parents will gain exclusive access to ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...