Wealth manager True Potential has appointed Laura McCall to the new role of chief people officer as part of its next phase of growth. McCall, who joins from Baillie Gifford where she was director, ...

The UK government has confirmed it intends to change the law to allow the payment of inflationary increases on pre-1997 pensions to members of the Pension Protection Fund (PPF), as well as Financial ...

UK wealth manager Brooks Macdonald has been appointed the official wealth management partner to the British Academy Film Awards (BAFTA).  BAFTA is a charity championing the screen arts across film, ...

Skybound Wealth has integrated advice technology Plume into its Athletes & Creators division, allowing clients to view their finances in real time. Plume is the firm’s proprietary advice technology ...

At a time when traditional financial services firms struggle with talent retention, AES International reports unprecedented interest from next-generation financial professionals seeking careers ...

Global financial planning tech platform Conquest Planning has announced its chief revenue officer Brad Joudrie will replace founder Mark Evans as chief executive officer (CEO). Joudrie (pictured) will ...

Latest figures show that 257,000 British nationals left the UK in 2024 and 143,000 living abroad returned (ONS, 18 November 2025). On behalf of the growing tide of clients with international ties, ...

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 ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...

adam-harperBy Mark Battersby, 4 Feb 25 Share this article ...

Wealth managers have admitted their suitability systems and processes for assessing client portfolios are not up to scratch for the task, research from behavioural finance experts Oxford Risk shows.