The Financial Services Regulatory Authority of Ontario (FSRA) has granted regulatory approval for DeVere Group to launch an office in Canada. The financial advisory firm will establish DeVere Canada ...

Inheritance tax planning and where to invest in the AI ecosystem were among the themes discussed at this year’s II Connect where speakers and delegates from the international financial services ...

First Wealth has hired David Aaron as head of compliance to bolster its leadership team as the firm moves into the next phase of its growth. The firm’s plans also include applying for direct ...

The Isle of Man Financial Services Authority is launching a consultation on proposals to introduce a ‘legitimate interest’ route to access beneficial ownership information in the Isle of Man. The aim ...

After 35 years building Mondial, one of the UAE’s oldest financial planning and wealth management firms, Sean Kelleher said today (8 May) he has decided to leave as chairman of its board. The firm ...

The Financial Ombudsman Service’s (FOS) annual complaints data published yesterday (Wednesday 2 July, 2025) shows it received a total of 305,726 new complaints in 2024/25, the highest level in six ...

New York wealth management firm Wealthspire has agreed to buy Fi3 Advisors, an Indianapolis-based boutique advice firm with approximately $1.2bn (£890m) in assets under management (AUM). The firms ...

The number of people set to reach age 100 is expected to jump by up to 7% by 2049, new figures show. The latest expectations of life expectancy published by the ONS show that over a quarter (26.3%) of ...

Fulcrum Asset Management has received regulatory approval to launch its first commingled Long Term Asset Fund, the WS Fulcrum Diversified Private Markets LTAF. In a statement today (11 November), it ...

St. James’s Place has achieved record funds under management on the back of strong inflows and positive investment performance in the first half of 2025. The wealth management firm posted funds under ...

Cazenove Capital, part of Schroders Wealth Management, today (7 October) completed the acquisition of wealth manager, Whitley Asset Management (Whitley) after receiving regulatory approval.