St James’s Place Wealth Management is among the latest firms to join the Protection Distribution Group (PDG).

Sanlam UK’s wealth management division has entered into a multi-year agreement with BNY Mellon’s Pershing, a provider of trading, clearing, settlement and custody services.

An independent report commissioned by the government has suggested expanding the dormant assets scheme to include investment and wealth managers.

A second acquisition of a London-based financial firm has been made by Leeds financial advice and wealth management company, The Private Office (TPO).

Despite the UK being legally mandated to leave the EU next Friday, but with Theresa May now seeking an extension to that departure date, PIMFA, which represents around 1,000 UK wealth managers and financial advisers, has launched a new 'Brexit Bulletin'.

Financial Planning and investment management group Tilney has made a new senior appointment to its Business Development team.

Arbuthnot Latham, wealth management and Financial Planning arm of the Arbuthnot Banking Group, has appointed a new head of its regional offices.

Investors should not let uncertainty distract them ahead of tax year end according to wealth manager and Financial Planner Saunderson House, which unveiled its top 6 tax efficiency tips.

The Financial Conduct Authority has called on the investment sector and wealth managers to improve the way they disclose costs and charges to clients following a review of the sector which found shortcomings.

National Financial Planning and wealth management group Perspective Financial has today announced the acquisition of North West-based IFA practice, Investment Principles Ltd.