Wealth manager and investment firm Titan Wealth has appointed Scott Hamilton as its new head of sales.

But even as many firms’ tech budgets are likely to increase, experts say carefully spending that money to increase efficiency will be paramount to maintaining a nimble tech stack.

UK investment manager Baillie Gifford has urged shareholders to fight off a takeover attempt of three of its investment trusts by US hedge fund Saba Capital Management.

On Monday, Marc Turansky began as head of investment advisory, a newly created role at Citi, which continues its quest to become the largest wealth manager in the world.

Charity leaders say their investment risk appetite will increase in the next two years with four fifths – 81% agreeing that is the case, although many fear a market correction.

The vast majority of seniors surveyed about Social Security’s COLA say the number should be as much as five times higher than the government is forking over this year.

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but technical and ethical limitations remain.

Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.

Health and social care secretary Wes Streeting announced today an independent commission into social care costs and reforms, including more funding for elderly and disabled people to make home improvements.

Pension trustees have been urged to act ahead of the looming Pensions Dashboard staging dates to avoid unnecessary costs, protect member benefits, and ensure a smooth transition to their endgame strategy.