NextGen Planners has received a minority investment from entrepreneur, author, and speaker James Ashford, who has taken 10% ...

A platform has launched to provide emotional intelligence training to financial advisers and planners. ‘Raise Your EI' is the ...

Chancellor Rachel Reeves has ruled out future fiscal events on the scale of last week’s (30 October) Autumn Budget, describing it as a “once-in-a-parliament reset”.

Speaking to PA, NextGen Planners director and chief revenue officer Rohan Sivajoti could not say how much exactly Ashford has put into the business but confirmed that it was a 10% stake. He said that ...

Adviser Services Holdings (ASH) has agreed to sell its Lync Wealth Management (Lync) operation to an affiliate of the 7IM ...

Double winners included adviser Amy Gray and IFA firm Women's Wealth while female advisers, specialists and support staff from big names such as Chase de Vere and St James's Place also scooped awards.

The Chartered Insurance Institute (CII) has awarded Chartered status to seven insurance and financial planning firms during September and October.

Wealth manager Close Brothers Asset Management (CBAM) has partnered with technology firm SEI and will be adopting its platform.

The majority (80%) of financial advisers have said that client allocation to private market assets has not changed in the past 12 months, NextWealth has found.

Markets and investors are pricing in the implications of a 'Trump trade' after the Republican nominee and former president won the US presidential election.

The use of Artificial Intelligence (AI) in the wealth management industry has obviously become a big topic over the last ...

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