Wealth Management

Advisory

Adviser receives online abuse and death threats after launching anti-crypto petition

Fake reviews also posted

clock 20 January 2021 • 2 min read

Wealth Management

Wealth management platform Vestrata launches with $4m funding round

Fintech company providing integrated investment solutions

clock 15 December 2020 • 1 min read

Regulation

FCA fines financial planning firm £107k for unsuitable pension transfer advice

£2.6m in redress paid

clock 10 December 2020 • 2 min read

Wealth Management

Covid wealth tax proposals 'unlikely' to progress under Tory government

Report outlined one-off 5% tax on wealth above £500k

clock 09 December 2020 • 3 min read

Advisory

PIMFA: Treasury and FCA must review FSCS levy to protect sector and consumers

Probe into intelligence provisions also sought

clock 30 November 2020 • 2 min read

Advisory

ESG shoots up advisers' agendas amid pandemic

Interest in UK equities rising

clock 19 November 2020 • 3 min read

Industry

Tom Ellis: MPs give us hope for FSCS levy progress but the FCA whisks it away

Nikhil Rathi grilled by MPs

clock 06 November 2020 • 4 min read

Wealth Management

Premier Miton Investors makes three new hires from Legg Mason

Joe O'Donnell, Tom Hoyer Millar and Bradley Worsfold appointed

clock 13 October 2020 • 1 min read

ESG

BMO GAM to bolster Brewin Dolphin engagement efforts

Partners with 'REO' service

clock 12 October 2020 • 2 min read

People moves

Kingswood expands sales team with triple hire

Paul Bolt, Michael Fajardo and Clare Houghton join as business development managers.

clock 13 July 2020 • 1 min read
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