UBS has hired a number of new financial advisers to its offices across the US this month. The global wealth manager has made the following appointments Bryan Davidson has joined as a financial adviser ...

Wealth manager AFH has bought St Albans-based Avidity Wealth Management, a financial planning firm with around £750m funds ...

The Australian Securities and Investments Commission (ASIC) has banned Melbourne-based financial adviser Wade Lance Spooner, ...

Quilter Cheviot International has appointed Maria Gardner as investment director in its Jersey office to enhance its offering to higher net worth clients across the UK, Europe and internationally.

Adviser technology company Saturn has raised USD$15m (£11.2m) in a series A funding round to help grow its AI offering. The firm said the funding will accelerate the development of AI tools and ...

Us wealth manager Cary Street Partners has added veteran adviser Michael Saul to its Morristown, New Jersey office. Saul joins as a financial adviser and managing director, bringing with him more than ...

Financial planning platform Conquest Planning has partnered with FP Canada, a national professional education organisation ...

Skybound Wealth has launched a new initiative with GEMS Education, one of the world’s best known private education providers. Through the collaboration, GEMS parents will gain exclusive access to ...

The Australian Securities and Investments Commission (ASIC) has banned a second Melbourne-based financial advise who worked for MWL Financial Services Pty, over unsuitable advice to invest clients’ ...

Kingswood Group has launched its advice academy after four trainees from across the UK started the 24-month programme. The wealth firm will follow in the steps of St James’s Place, Openwork, Schroders ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...

Advised clients are increasingly asking their financial planners to offer a more flexible fee structure that can adapt to their needs and life circumstances. Research by Boring Money found that 28% ...