Ethical Chartered Financial Planner and wealth manager EQ Investments has strengthened its employee benefits proposition with a new hire.
Financial Planner and wealth manager Quilter has suffered a fall in net inflows which it blamed on “volatile investment markets and geopolitical uncertainty.”
Nearly half (48%) of those planning to leave an inheritance to the younger generation are concerned about how they will use the money, according to a report by Sanlam UK.
SIPP provider Curtis Banks has refreshed its SIPP due diligence guide for advisers.
MHA Carpenter Box has appointed a new estate planning director.
Wealth manager St. James’s Place has credited new business inflows with delivering funds under management in excess of £100bn.
Ahead of the Budget, the ABI has called on Chancellor Philip Hammond to end what it called ‘salami-slicing’ of cutting pensions tax relief.
The man branded the 'mastermind' behind a £13.7m pension scam has been banned from being a trustee of pension schemes and a company director.
The CISI has appointed four new members to its Financial Planning Forum Committee.
Close to 200 footballers are under investigation for alleged tax abuses linked to image rights payments.