Half of all investors are in the dark about the fees charged by their wealth managers, leading to an accusation that firms are abusing the trust of investors.
Glasgow-based wealth advisory firm Murphy Wealth plans to move to a new 3,000 sq ft location in the city.
Schroders has appointed a former CEO of Tilney as its new global head of wealth management.
New research has shown that robo-advisers suffer a lack of trust when compared to their human counterparts with 89% of investors saying they would avoid them.
Wealth manager Charles Stanley is set to expand its growing Financial Planning division despite the operation racking up losses of £2.7m in the past year.
AFH has acquired York-based IFA and wealth management firm Corville for £2.9m.
Wealth management company Brewin Dolphin has appointed a new investment manager to its Jersey team.
Financial Planning, wealth management and accountancy firm MHA Carpenter Box recently presented the Borough of Worthing with a specially commissioned Royal Sussex Regiment flag to help to commemorate the centenary of the end of the First World War and the Battle of Boar’s Head.
Mattioli Woods is to cease providing pension transfer advice to individuals with safeguarded benefits and is now undertaking a full review.
A Chartered Financial Planner’s employees joined with hundreds of others to help raise over £1m to fight cancer by taking part in a gruelling cycle ride.
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