This video series sees International Adviser chat with both long-standing figures and newcomers to find out what motivated them to join financial services and, importantly, why they have chosen to ...
Tens of thousands more families are set to pay the high income child benefit charge (HICBC) over the next three years, new figures have revealed. HMRC’s official forecasts show that the number of ...
Blacktower Financial Management, Carrick, Melbourne Capital, Partners Wealth Management and Skybound have emerged as multiple winners of the latest Best Practice Adviser Awards, with the latter firm ...
Aegon is considering putting its UK business up for sale, it announced in a market update today. Speaking at its Capital Markets Day 2025 event, the international retirement pension provider and ...
Almost half (45%) of high-net-worth individuals do not keep any written record of money they have gifted to loved ones, new research has found. The survey by Charles Stanley found that of those ...
The number of complaints made to the Financial Ombudsman Service (FOS) about St James’s Place (SJP) increased by 194% year-on-year, new data shows. The wealth manager saw 1,426 complaints made about ...
A fifth of wealthy over-55s in the UK are unaware that pensions are set to become liable to inheritance tax, new data shows. A survey conducted by wealth management firm Charles Stanley found 19% of ...
Fulcrum Asset Management (AM) has appointed Sara Rejal as chief strategy officer. Rejal will report to chief investment officer Suhail Shaikh. The new role has been created to provide strategic ...
Sumitomo Mitsui Trust Asset Management (SuMi Trust), one of Japan’s largest asset managers with US$748bn AUM (as at August 2025), has named Takahiro Kobayashi as its new president and CEO. Kobayashi ...
The Australian Securities and Investments Commission (ASIC) has charged the former director of Professional Wealth Management after he misrepresented his company to potential investors. The actions of ...
Investment platform Morningstar Wealth has partnered with model portfolio service (MPS) platform Mabel Insights to provide advisers with comprehensive data on its seven MPS portfolio ranges. The firms ...
Employee shareholders pursuing a $4.6bn class action lawsuit against FNZ Group and 17 of its current and former directors have secured an initial win in the New Zealand High Court. The employee ...
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