Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £400m AUM Surrey Financial Planning firm KMG Independent Limited - and its sister firm KMG Investment Management Limited - for an undisclosed sum.

Berkshire Financial Planner Tavistock has terminated its 10-year strategic investment partnership with Titan Wealth, blaming “unacceptable performance.”

National accountancy firm MHA MacIntyre Hudson, which has a wealth management arm, has been fined by the accountancy watchdog for audit breaches over a company that listed bonds on the stock market.

More than nine in ten (93%) wealth managers and financial advisers reckon that social media noise around stocks makes it harder to give professional advice to clients, according to a new study.

Financial Planner and accountancy firm Old Mill has changed things at the top by appointing a new-look board of directors.

Financial Planning firm MKC Wealth has produced a series of books aimed at teaching primary schoolchildren about managing money.

Less than half of investors are satisfied with their portfolio performance after being hit by high inflation and geopolitical conflicts in recent years.

Wealth manager and Financial Planner Evelyn Partners has appointed Emma Rivers as a Financial Planner to help support the growth of the firm’s Guildford office.

The number of non-domiciled taxpayers in the UK climbed 7% in 2023 and they paid £8.9bn in tax, according to the latest HMRC figures for 2023.

With so many other challenges facing the wealth management sector, from legacy technology to developing compelling products and services, why are firms turning their attention to complaints?, writes Kate Monserrate, co-founder of advice and wealth management business consultancy Simplify Consulting.