Financial Planners are rethinking their strategies on pensions and wealth transfer as the imposition of IHT on unused pensions from April next year looms closer.
The precipitous decline of wealth manager and Financial Planner WH Ireland has been like watching a car crash unfolding before your eyes.
Almost three in five (58%) 30-to-60 year old investors have increased interactions with their financial advisers in the last 12 months, according to a new report.
The long-term prospects of the retail wealth management industry remain robust despite facing headwinds such as geopolitical uncertainty, rising costs, volatility and a shifting regulatory framework, according to a new study.
Troubled wealth manager WH Ireland has trimmed losses as it tries to turn around the business, according to interim results out today.
Tweed Wealth Management has acquired Glasgow-based Capital Wealth Consultants (CWC) as it expands into western Scotland.
Troubled wealth manager and financial services firm WH Ireland said losses increased last year and it has given up trying to sell its wealth management after negotiations to unload the division collapsed.
Clients are facing delays of up to three months due to the lengthy onboarding processes of some wealth managers, according to a new report.
Swedish wealth manager Söderberg & Partners has invested in three more adviser firms as it expands its financial advice presence in the UK.
Wealth manager St James’s Place has added a new ‘CIO Office’ team to oversee the running of its investment processes.
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