SFO wins £900k confiscation against ex-IFA fraudster
Intense Life Desires SFO investigators at work. Source: SFO The Serious Fraud Office has won a £928,479 confiscation...
Expense Tracking
Estate and long-term care gaps put childfree retirees at risk
For many older Americans, long-term care planning assumes a built-in safety net: their children. But...
FCA halts regulated business at London IFA firm
FCA HQ in London The FCA has stepped in to remove all regulatory permissions from...
SEC alert provides advisors with marketing rule guidance
Despite the Trump administration’s generally lighter approach to regulation, a recently issued “risk alert” shows...
Financial Planning Today magazine’s latest issue
Financial Planning Today Magazine new issue The latest issue of Financial Planning Today’s premium sister...
How asset location fuels financial advisors’ value to clients
Financial advisors’ basic asset location services are “one of the most powerful, yet often underutilized”...
Finli acquires 3 advice firms in growth spurt
Finli Group website Financial Planning firm Finli Group has struck deals to acquire three advice...
401(k) advisors warm up to alts, with one notable exception
In the months since President Donald Trump ordered a review of ERISA fiduciary guidelines aimed...
Perspective acquires £400m AUM Prosser Knowles
L-R: Nick Aston, MD Prosser Knowles; Dan Stokoe, regional director Perspective Perspective Financial Group has...
Top tax stories of 2025 for financial advisors
The One Big Beautiful Bill Act will be rippling across financial plans for years to...