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

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

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

In this video we take a whistle-stop look back at some of the highlights of 2025's II events and awards and look ahead to a jam packed 2026 with events coming up in Cape Town, Mexico City, Dubai, ...

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.

Bryan Davidson has joined as a financial adviser in the UBS Scottsdale, Arizona office Michael Shain has joined as a financial adviser in the UBS Greenville, South Carolina office A new five-person ...

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 ...

Wealth manager AFH has bought St Albans-based Avidity Wealth Management, a financial planning firm with around £750m funds under management and roughly 1,800 clients. Avidity will be rebranded as ‘AFH ...

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 ...

The wealth management firm has bought Maryland-based registered investment adviser (RIA) firm Seiffert for an undisclosed sum. Founder Perry Seiffert, co-owner Alexia Larson, and portfolio ...

The EU has planned for a blacklist for months and intended to have one published by the end of the year but brought discussions forward after the Paradise Papers leak, reports Reuters.