IFA network Bankhall has launched a new series of business development workshops for advisers at six venues across the UK. 

Chartered and Certified Financial Planner Sarah Lord, of Mazars LLP, was faced with a challenging case involving a British expat living in the US and explains how she solved it.

Investment platform AJ Bell today reported customer numbers up 5% and total assets under administration up 8% to £47.7bn for the first quarter of 2019.

The ACI - The Financial Markets Association (ACIFMA), a global finance trade association with 8,000 members, has signed an education co-operation agreement with the Chartered Institute for Securities & Investment (CISI).

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.

Around 350,000 UK expats living in the Gulf have been warned they could be breaking the Lifetime Allowance (LTA) limit for pensions tax relief.

Ross McEwan, 61, is to stand down as chief executive and executive director of Royal Bank of Scotland group after more than five years in the role.

Families have been hit with a record £5.4bn in Inheritance Tax (IHT) bills in the past year, according to new analysis.

New figures have revealed that protection specialist LV= paid record individual protection claims totalling £97.9m during 2018 – up £10m up from 2017.

Broadcaster, mathematician and author Hannah Fry has been unveiled as the keynote motivational speaker at this year’s CISI Paraplanner Conference.