Wealth manager Brown Shipley, part of Quintet Private Bank, has hired experienced South African Financial Planner Lindy Kroese as a wealth planner for its Leeds team.

Edward Turley, a once high-flying advisor booted from the industry in 2022, is at the center of a dozen client settlements costing JPMorgan upward of $63 million.

Seven in 10 businesses (70%) surveyed this month (Dec 2024) expect their turnover to rise in 2025 – up from 62% in December 2023.

Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.

More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.

Fifth Third Wealth Advisors President Eric Housman thinks his bank’s $2 billion advisory practice still occupies a distinct position in the industry. But it’s not likely to stay that way.

The Pension Scams Industry Group (PSIG), a voluntary body created by the pensions sector to combat pension scams, is facing an uncertain future.

HMRC data published today has revealed that 40,072 people completed their tax return over the Christmas break with 4,409 submitting their returns on Christmas Day.

Industry watchdogs stayed busy trying to root out elder fraud and off-channel communications while plaintiffs lawyers’ questioned firms’ sweeps policies and regulators’ basic authority.

As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?