The Qatar Financial Centre Regulatory Authority said today (20 November) it had entered into a settlement agreement with AIX ...

“Advisers should also help their clients talk about their dreams with their nearest and dearest. At Continuum our advisers ...

US-headquartered Financial Planning Standards Board (FPSB), the standards-setting body for the global financial planning ...

The Quilter Investors Monthly Income and Monthly Income & Growth portfolios have introduced a number of new asset classes to ...

Four-fifths (80%) of asset and wealth management (AWM) organisations say disruptive technologies such as AI will fuel revenue ...

Lighthouse Canton’s asset management business has appointed Won-Ki Kim as the head of global institutional sales.

Rokstone, the International Speciality (Re)Insurance MGA, part of the Aventum Group, has received a regulatory licence from ...

The Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week (27 January – 2 February ...

Succession Wealth today (18 November) said it has acquired True Wealth Group, a financial planning and wealth management ...

The speech came after only the day prior, Swedish fintech company, Klarna, chose to list in New York and not London ...

Two former partners of MedDen Financial Services LLP (MedDen), Craig Buchan and Martin Cooke, have been fined £6,037 and ...

Ocorian, a global leader in private client services, fund administration, capital markets, corporate, and regulatory & ...