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 ...

In this article by Mark Maplesden, Novia Global’s Principal Representative Officer in Dubai, he looks at how platforms and ...

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 ...

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, ...

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 ...

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 ...

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 ...

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 ...