Its study with advisers and wealth managers found 81% expect the proportion of clients using Business Relief for IHT planning ...

Oak Group, a fiduciary, corporate, and fund administration business, has officially transitioned to private ownership under ...

The average one-year success rate for active equity managers has risen slightly, according to Morningstar’s Active/Passive ...

The Chartered Institute for Securities & Investment has named Arlene Ewing Chartered FCSI as winner of the CISI Mentor of The ...

The UK Bill abolishing non dom regime has passed into law with a number of small amendments to the controversial version that ...

Seven UK adviser firms have joined Clifton Wealth Partnership (CWP) following an acquisition and integration process.

We are delighted to announce that the fourth annual II Connect event will take place on Tuesday 20 May, 2025 9am-4pm at the ...

The Irish trust registration system has now gone live after the Association of International Life Offices (AILO) issued ...

Wealth Management firms are often missing opportunities to develop more meaningful customer interactions. Regulatory ...

William Russell has refreshed its group life insurance product to offer more comprehensive coverage including the ...

Protection expert Wes McCranor has launched a new protection advisory firm, Sphere Assured.

Canaccord Wealth (Canaccord), a top ten UK integrated wealth manager by assets under management, is expanding its ...