As many as four out of ten non-retired over-60s today feel unprepared for their retirement, a report found.
A new business has been launched with the aim of becoming a ‘financial adviser in your pocket’ for younger people.
The managing director of a wealth manager has been chosen to lead a campaign to promote the benefits of seeing a Chartered Financial Planner in his region.
Have I Got News For You regular Miles Jupp entertained guests at the CISI Guernsey branch as they raised vital cash for charity.
A wealth management firm had to cough up £20.1 million to the Financial Services Compensation Scheme last year, it revealed today.
Staff from a wealth management firm are helping to restore unused or discarded hospital equipment to aid over 130,000 people in India.
A former economic adviser to Margaret Thatcher features in a film about the so-called wealth gap which is set to hit the cinemas.
Momentum UK has taken over the adviser solutions business of specialist wealth manager London & Capital, it was announced this morning.
Purchases of investment companies on platforms by advisers and wealth managers reached £549m over the first three quarters of 2015, according to The Association of Investment Companies.
A cybercrime style hack will be undertaken live at a conference this month to demonstrate the threat posed to wealth managers and finance firms.
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