Almost a third, 29%, of financial advisers and other trust and estate practitioners are seeing more disputes over wills and trusts linked to incapacity.
Fast-growing Financial Planning firm Perspective Financial Group has notched up five further acquisitions, bringing approximately £600m of assets under advice, seven advisers, 22 employees and three new offices.
Wealth manager St James’s Place says 200 newly-qualified financial advisers have graduated its Financial Adviser Academy.
• Warning: References to suicide •
The All-Party Parliamentary Group on Investment Fraud and Fairer Financial Services has today called for an investigation into the FCA’s handling of whistleblowers.
A new boutique liquid alternatives asset manager has launched today following a management buyout from investment manager Downing LLP.
Fast-growing mortgage firm consolidator Pivotal Growth has acquired Chester-based mortgage and protection broker Proper Advice for an undisclosed amount.
One in ten answers (11%) provided by AI models to common pension questions could harm savers or lead to mistakes they cannot undo, according to a new study.
Jersey-based wealth manager Team plc has acquired Lancashire wealth manager and stockbroker Hedley & Co for £3m.
A former head of passive equity at HSBC Asset Management has been banned from working in financial services after being convicted of train fare fraud.
New research suggests that almost a third of advice professionals (31.5%) work more than a standard 35 to 40 hour week.