1 in 4 reliant on State Pension warns report
Intense Life Desires Just 21% of savers said they would not rely on the State Pension at all...
Expense Tracking
Trump commutes fraud sentence of GPB Capital founder David Gentile
President Donald Trump has freed GPB Capital founder David Gentile, who was sentenced to seven...
JPMorgan sues yet another private client advisor
Advisors who depart for other firms have no right to client data in books of...
Complaints about platforms’ poor service falls dramatically
Complaints fall. Source: Parmenion report The number of advisers complaining that poor service from platforms...
Why AI tools won’t replace financial advisors
Will AI ultimately supplant financial advisors? We certainly see headlines hinting at such a fate,...
Advisers deterred from using AI by red-tape
Chanelle Paynter of NextWealth Almost 8 out of 10 firms see compliance and regulation, and...
UBS turns to AI to gain wallet share, find new clients
UBS Chief Data and Analytics Officer Joe Cordeira conservatively estimates the firm’s U.S. advisors are...
FCA launches consultation on ESG rules
ESG investing ratings will be regulated The FCA has today launched a consultation on its...
Goldman Sachs buying ETF innovator for $2B
Goldman Sachs will pay $2 billion to buy Innovator Capital Management, a deal that combines...
Clifton Wealth acquires £75m AUM Welsh Planner
Clifton Wealth website Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired...