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 ...

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, ...

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 ...

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 ...

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

Inheritance tax (IHT) receipts hit £3.7bn for the first five months of the 2025/26 financial year (April to August), new figures show. HMRC data shows receipts for the period rose 5% compared with the ...

The FCA has changed the rules around crypto exchange traded notes (cETNs) allowing retail consumers access to the products. The regulator initially banned the sale of cETNs in January 2021 but ...

As we look ahead to the fourth annual II Latin America Forum 2025 which is to be held in São Paulo, Brazil, on September 17, 2025 we present some highlights of 2024 event, which was held in Montevideo ...

IQ-EQ has announced the acquisition of institutional cross border fund platform Gordian Capital as part of its global expansion strategy. Gordian CEO and co-founder Mark Voumard will continue to head ...

Puma Investments has appointed Jeremy Roberts as Managing Director to build on its growth in recent years. Roberts brings over 25 years of experience in fund management, working most recently in ...

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