Morgan Stanley pay cuts deferred compensation, adds bonuses
Intense Life Desires Amid a legal barrage over its deferred pay policies, Morgan Stanley is reducing the portion...
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Octopus advice proposition adds Harry Potter-themed AI assistants
The new AI assistants (nicknamed Harry, Ron and Hermione by the team) will enable advisers...
Clifton Wealth adds £146m AUM with 2 Planner acquisitions
Clifton Wealth Partnership’s website Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has...
Fidelity adds high-conviction active ETF range
The Fidelity US Fundamental Small-Mid Cap UCITS ETF is the first Irish-domiciled UCITS ETF in...
LGT adds Scots tax specialist as demand rises
Kirsty Thomson LGT Wealth Management has appointed Kirsty Thomson as a wealth planner in its...
Hoxton adds Planner training scheme
Hoxton CEO, Chris Ball (centre) with four Pathway trainees Hoxton Wealth has launched a three-year...
Johnston Carmichael Wealth adds Chartered Planner
Leigh Townsley, Chartered Financial Planner. Aberdeen-based Johnston Carmichael Wealth, owned by 7IM group’s Partners Wealth...
Rathbones adds active MPS in first launch after Investec merger
Rathbones and Investec Wealth completed their £1bn merger in September 2023, creating a £100bn AUM...
Plannr adds anti-money laundering solution
Tackling financial crime is a key priority for the Financial Conduct Authority, which has issued...
Northumberland accountancy firm adds IFA trio
Matthew Brown, Toby Douglas and Daniel Bullen Northumberland accountancy firm Greaves West & Ayre (GWA)...