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

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

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 ...

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

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

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.

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 ...

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 ...

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 ...

Kingswood Group has launched its advice academy after four trainees from across the UK started the 24-month programme. The wealth firm will follow in the steps of St James’s Place, Openwork, Schroders ...

Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021. He is based in Geneva and will develop the house view, asset ...

Retirement pots are never the first thing on people’s minds but some Brits are worried they may not have one. Financial services giant Aviva surveyed over 1,000 UK adults and found 58% of non-retired ...