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 ...

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

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

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 ...

St. James’s Place has welcomed the announcement of the next phase of the Advice Guidance Boundary Review and said in a ...

The video took place at the 25th Annual II Awards VIP Screening event in Covent Garden, London in October 2024 ...