One of the more encouraging Financial Planning stories this week came from wealth manager Brewin Dolphin which reported its Financial Planning income up by over 30% for the past half year.

New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.

UBS’ global wealth management and asset management arms have enjoyed a profits boost, according to the firm’s third quarter results.

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

The chief executive of wealth manager and investment provider Close Brothers Group, Preben Prebensen, is to step down as CEO after 10 years to pursue new interests.

Wealth manager Charles Stanley has appointed Louise Fletcher as head of middle office. 

AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.

A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.

Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.

London-based financial services firm Octopus Group has agreed a deal to acquire Seccl Technology Limited as it sets out to “disrupt the platform technology market that underpins retail financial services”.