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 ...

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 ...

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 ...

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 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 ...

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 ...

In this latest instalment of IA’s sister title’s Investment International’s Breakfast Briefing series Gary Robinson sits down with Rob Allen, CEO of IFGL – almost a year to the day that he took over ...

As inheritance tax (IHT) receipts see a fifth consecutive year of record growth, wealth specialists are highlighting the importance of timely estate planning and taking all assets into account. IHT ...

Standard Life’s UK international bond saw further increases in new business activity over the past year amid tax changes, particularly due to reforms affecting UK resident non-domiciled individuals ...

UK chancellor Rachel Reeves is set to review double taxation rules affecting US earners who move to the UK in a bid to attract expats, particularly those fleeing Gulf countries. Following the ...

Hansard has rolled out a bitcoin ETF through its Hansard Unit-linked Fund. The Hansard International iShares Bitcoin Trust ETF, from BlackRock, is a regulated ETF with 100% allocation to Bitcoin, ...