The UK Treasury has greenlighted the Financial Services Skills Commission (FSSC) to report on how to upskill the workforce to ...
The number of complaints made to the Financial Ombudsman Service (FOS) about St James’s Place (SJP) increased by 194% year-on ...
In this article by Mark Maplesden, Novia Global’s Principal Representative Officer in Dubai, he looks at how platforms and ...
In this video we take a whistle-stop look back at some of the highlights of 2025's II events and awards and look ahead to a jam packed 2026 with events coming up in Cape Town, Mexico City, Dubai, ...
The new EU exit/entry system (EES) could lead to investigations into the personal finances of clients who travel abroad. The new EES border controls came into operation on 12 October, and the system ...
European private markets platform Titanbay has partnered with Adams Street Partners to target the private wealth space. Titanbay’s cross-border platform allows wealth managers to access private ...
The impact of AI on financial services, wealth manager and adviser consolidation and a call for a more collegic and united ...
Quilter Cheviot International has appointed Maria Gardner as investment director in its Jersey office to enhance its offering to higher net worth clients across the UK, Europe and internationally.
Switzerland-headquartered financial services provider VZ Group has acquired a 50.1% stake in UK financial advice company Lumin Wealth for an undisclosed sum. The collaboration allows VZ to “gain its ...
Kingswood Group has launched its advice academy after four trainees from across the UK started the 24-month programme. The wealth firm will follow in the steps of St James’s Place, Openwork, Schroders ...
The CFA Institute Research and Policy Center has released new research exploring how AI and machine-learning technology can address critical issues facing the global pensions industry. Demographic ...
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