JPMorgan sues another ex-private client advisor
Intense Life Desires An industry lawyer is questioning JPMorgan’s decision to file a lawsuit during the holiday week...
Expense Tracking
FCA strips investment adviser of permissions
FCA HQ in London The FCA has stripped Scottish adviser firm Craig Mitchell (FRN 624013),...
RIAs and wirehouses eye regulatory changes in 2026
2025 was nothing if not eventful, and financial advisors say they’re expecting more of the...
US billionaire leads £5.5bn takeover of Janus Henderson
Janus Henderson UK website London-headquartered fund manager Janus Henderson Group is to be sold to...
Estate planning tax pitfalls to avoid in the wake of OBBBA
Since the One Big Beautiful Bill Act became law in July, there’s been much discussion...
Rare public warning on holiday park investment schemes
FCA building The FCA has issued a rare public warning to investors to beware of...
‘Culture’ tops talent for RIA acquirers: DeVoe
For advisors hoping their practice will be bought by a larger firm, sheer talent is...
Government partly backtracks on IHT farming changes
Treasury building in London The Government has yielded to complaints about some aspects of its...
Investment trends that helped shape 2025
Enjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access...
Tavistock to roll out new AI-supported hybrid advice model
Tavistock chief executive Brian Raven Financial Planner and wealth manager Tavistock Investments is to launch...