The appointment comes less than a month after the former company head, Dan Arnold, was fired for failing to maintain a respectful workplace.

Elaine Bedel (CFP), Kevin R Keller (CAE), Tim Kochis (CFP) and Ulf Mannhardt (CFP) have been awarded the 2024 FPSB Noel Maye Award for Outstanding Contribution to the Profession.

While these generated a flood of initial interest, broad adoption of these digital assets in portfolios will take some time.

LPL Financial also pulls advisors from Raymond James, and Raymond James draws from Merrill. Osaic meanwhile appoints a chief financial officer.

In court response, LPL warns victory for Ameriprise would “chill” advisors’ ability to move from one independent broker-dealer to another.

The number of investment scams fell 29% to 3,647 cases in the first half of 2024 (H2 2023: 5,114 cases), according to new data from professional body UK Finance.

The Chancellor is planning to increase the amount of money the Treasury raises from inheritance tax (IHT) in its upcoming Budget, according to reports.

The week also saw BlackRock, JPMorgan Asset Management and Charles Schwab take minority stakes in the advisory-support firm Dynasty.

Scottish Financial Planning partnership Advice & Wealth Management Solutions LLP has been declared in default by the Financial Services Compensation Scheme (FSCS).

Northern Ireland pension savers are the least confident in the UK that they will enjoy financial freedom in retirement, according to a new study. Savers from Scotland and the East of England were also concerned about later life finances, with many of those surveyed saying they were not confident that they would be able to […]