UK financial advice firm Ascot Lloyd has completed its acquisition of Aberdeen Financial Planning (AFP). The acquisition bolsters Ascot Lloyd’s assets under advice by £3.6bn taking the combined figure ...
Global professional servies group JTC Group has made leadership changes within its Luxembourg office, it confirmed today. Lee Marshall (pictured) will assume the role of head of Luxembourg for JTC, ...
Over 800,000 higher earners in the UK are missing out in around £1.4bn in pensions tax relief, new data suggests. Around 6.8 million people paid into a pension via 'relief at source' in 2023/24, ...
In this latest video in the II Awards 2025 Winners' Stories series Justin Oliver, CIO, Canaccord Genuity Funds, shares that working as a close-knit team is the secret to their success. Cannacord ...
Fairstone is predicting a record number of firms will join its Downstream Buy-Out (DBO) acquisition programme in 2026. The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026 ...
Ask a group of financial advisers what they 'do' and you'll hear familiar answers. Investment planning. Retirement strategies. Pensions. Perfectly respectable. Entirely sensible. And yet, somehow, ...
Independent financial advisers are prioritising attracting new clients this year, with more than two thirds (69%) of advisers saying bringing in new clients is a 'high priority' for 2026, new research ...
Mark Maplesden of Novia Global reflects on why the industry needs to focus on transparency and better infrastructure this year. I don’t really listen to podcasts anymore, as it feels like everyone is ...
Tributes have been flooding in for Nigel Simpson, head of Zurich Integrated Benefits International, who sadly died in hospital last week. The Isle of Man financial services world was rocked last week ...
The Federal Court in Sydney has sentenced former investment manager Rodney Forrest to six years in prison for insider trading and persuading others to trade in more than AUS$3m of Platinum Asset ...
Vanguard has announced it is cutting the fees across its £52bn LifeStrategy funds range and reducing the funds' bias towards UK assets. The firm will slash the fees on its flagship multi-asset ...
Hargreaves Lansdown is making a raft of changes to its fee structure to cater to the evolving needs and behaviours of its clients. The investment platform said the amendments mark the first major ...
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