The Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week (27 January – 2 February ...

Succession Wealth today (18 November) said it has acquired True Wealth Group, a financial planning and wealth management ...

The speech came after only the day prior, Swedish fintech company, Klarna, chose to list in New York and not London ...

St. James’s Place has welcomed the announcement of the next phase of the Advice Guidance Boundary Review and said in a ...

Blacktower Financial Management founder and group chairman John Westwood has been honoured with a Lifetime Achievement Award ...

WBR Group, the UK’s largest independent provider of SSAS services and tax experts has acquired NM Perris & Co Ltd, which ...

AJ Bell Investments’ multi-asset income range has delivered strong performance since launch in March 2019, with a five-year ...

Over two thirds (69%) of family business owners do not have a succession plan detailing what will happen to the business and ...

Ocorian, a global leader in private client services, fund administration, capital markets, corporate, and regulatory & ...

Advanta Solutions has acquired City Financial Planning Limited, adding a further £800m of AUM under its stewardship. City ...

German and Cypriot authorities have launched a coordinated operation to block 13 fake investment platforms, with support from ...

Jersey-headquartered TEAM plc has made a significant change in its shareholder structure with Salus Alpha Financial Services ...