There's a version of this conversation that happens a lot in financial services. An adviser, usually a good person with genuine intentions, explains why they recommended a particular product. The ...

Clifton Wealth Partnership has completed the acquisition of Hertfordshire-based Dukes IFA, adding around 170 client households and £43 million in assets under management to the partnership. Dukes IFA ...

Chase de Vere has posted pre-tax profits of £32m for 2024 on the back of new business and recent acquisitions. The pre-tax profits mark a 24.2% increase from £25.7m in 2023, while revenue rose to £118 ...

Titan Wealth has confirmed it has completed its acquisition of consolidator IWP, which will add £6.9bn of client assets, bringing the group’s assets under management to £44bn. The group said it now ...

The Isle of Man Financial Services Authority has published an updated version of its anti-money laundering handbook after its overhaul in October last year. The island regulator said the changes ...

Financial services professionals worldwide are more optimistic in their bonus expectations in January 2025 compared to 2024, according to the new global study from financial services careers platform ...

Investment fraudster John Burford, who defrauded over 100 investors out of £1m between 2016 and 2021, has been sentenced to two years in prison. Burford, 85, from Mansfield, offered trade alerts and ...

Australia’s Federal Court has ordered Macquarie Bank to pay a penalty of $10m for failing to have effective controls to prevent and detect unauthorised fee transactions conducted by third parties, ...

Titan Wealth International has promoted a raft of “outstanding individuals” to the position of team director. Nathan Wennington Chartered MCSI DipFP, Nick Roley APFS, Darren Fraser, Ryan Yeomans ...

Skybound Wealth has launched a dedicated cross-border support desk within its Athletes & Creators division. The new desk acts as a touchpoint for the cross-border service the international wealth ...

The most common mistake wealthy families make isn't about how much they've accumulated. It's about what they do next. The right strategy at $1m is the wrong strategy at $20m, and applying yesterday's ...

The Australian Securities & Investments Commission (ASIC) has withdrawn ABL Funds Management’s license for continually falling short of reporting requirements. The regulator cancelled ABL’s Australian ...