Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.

Industry jargon deters nearly 55% of people from investing, according to a new survey.

Wealth manager Brown Shipley has appointed former Julius Baer executive Gordon Scott as head of strategic partnerships and entrepreneurs network.

Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.

Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.

One of the authors of a new global wealth management report believes that the Covid-19 outbreak could have a “profound” impact on the UK wealth management sector which has flourished in recent years.

Smith & Williamson has made 22 senior promotions as it prepares for its £44bn merger with Tilney set to create one of the UK’s biggest wealth management and Financial Planning firms.

Wealth manager St James's Place saw a year-on-year drop in gross and net inflows in May, the firm said today in a trading update.

With all the choices available and accelerating digital disruption, Financial Planners need to transform if they are not to face commoditisation, says a new report.

The Edinburgh-based private bank Adam & Company has appointed former Barclays Wealth Planning director Andy Hall as its new Financial Planning director.