Wealth manager St James’s Place (SJP) has warned investors against attempting to time the market as President Trump presses pause on many of his planned international tariffs.
Read more ...Newcastle Financial Advisers buys County Durham Planner
- Thursday, 10 April 2025
- Articles
Newcastle Financial Advisers, part of Newcastle Building Society, has acquired County Durham-based Financial Planning firm Orchard Financial Management.
Read more ...Quilter Cheviot adds 3 international multi-asset funds
- Thursday, 10 April 2025
- Articles
Quilter Cheviot Europe, the Dublin-based arm of wealth manager Quilter, has launched three new international funds.
Read more ...9 in 10 Planners turning to specialist IHT support
- Thursday, 10 April 2025
- Articles
Over nine in ten (93%) of Financial Planners are working with lawyers or accountants for additional expertise on inheritance tax (IHT) planning, according to a new report.
Read more ...FCA CEO Rathi reappointed for second 5-year term
- Thursday, 10 April 2025
- Articles
Nikhil Rathi has been reappointed as chief executive of the Financial Conduct Authority for a second five-year term and will be CEO until 2030.
Read more ...1 in 10 investors regret failing to seek advice
- Thursday, 10 April 2025
- Articles
One in 10 investors (11%) regret failing to seek advice from a financial adviser, according to a new report.
Read more ...Carpenter Box to merge with Sussex accountancy firm
- Thursday, 10 April 2025
- Articles
South East accountants and Financial Planning firm Carpenter Box is to merge with East Sussex-based accountancy firm Clarke Brownscombe.
Read more ...PIMFA seeks entries for diversity awards
- Thursday, 10 April 2025
- Articles
Wealth management trade association PIMFA has invited entries for its fifth Diversity & Inclusion Awards.
Read more ...Most Planners suggest involving families in wealth plans
- Wednesday, 09 April 2025
- Articles
Financial Planners are increasingly emphasising the importance of involving the entire family in wealth transfer plans, according to new research.
Read more ...Pensions Regulator invests in AI to battle fraudsters
- Wednesday, 09 April 2025
- Articles
The Pensions Regulator (TPR) and the Pension Scams Action Group (PSAG) have developed an artificial intelligence tool to attempt to uncover fraudulent websites.
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