Financial Planner Andrew Shepherd, currently chief executive at wealth manager Brooks Macdonald, is one of two new appointments to the board of wealth management trade body PIMFA.

Wealth manager St James's Place said 2022 was its second-best year for new business, despite the tough economic backdrop and a drop in inflows.

A new Treasury Report has highlighted the wealth management sector as “particularly vulnerable” to money laundering.

Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report.

Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.

A quarter of adults have stopped or are planning to stop contributing to their workplace pensions in order to keep up with rising living costs, a new study has found.

Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.

Average wealth from assets has grown by 59% over the past decade, according to a new report.

Wealth manager St James’s Place is offering 'virtual' work experience to 1,000 young people in July to provide a financial services career taster.

Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital.