The number of complaints made to the Financial Ombudsman Service (FOS) about St James’s Place (SJP) increased by 194% year-on ...

The new EU exit/entry system (EES) could lead to investigations into the personal finances of clients who travel abroad. The new EES border controls came into operation on 12 October, and the system ...

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

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

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.

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

The majority of Brits are worried about rumoured changes to pension tax-free cash rules in the upcoming Autumn Budget, new ...

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 ...

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 ...

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

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 ...

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 ...