Brooks Macdonald Group said today (2 December) that it has completed the acquisition of Lucas Fettes Financial Planning, a Norwich-based financial planning provider. Lucas Fettes will be integrated ...

Utmost’s Marc Acheson has warned of the unintended consequences of HMRC extending the Uncertain Tax Treatment (UTT) regime. The UTT rules were first introduced in 2022 to close the tax gap – the ...

The UK's financial regulator, the Financial Conduct Authority (FCA), is conducting a review into the support offered to berevead customers by advice firms, platforms and wealth management firms, it ...

Brian Spence, founding partner of HSP Consulting, shares his experience of leaving his UK advice business and moving to Vietnam, and what he learned in the process. I was born in Sunderland — a city ...

Australia’s Federal Court has ordered Macquarie Bank to pay a penalty of $10m for failing to have effective controls to prevent and detect unauthorised fee transactions conducted by third parties, ...

The Isle of Man Financial Services Authority is launching a consultation on proposals to introduce a ‘legitimate interest’ route to access beneficial ownership information in the Isle of Man. The aim ...

Hoxton Capital Management, which as a group has offices in the UK, UAE, US, Australia, South Africa and Europe, has bought Devine Financial Management which operates in Southend and London. This is ...

There's a version of this conversation that happens a lot in financial services. An adviser, usually a good person with genuine intentions, explains why they recommended a particular product. The ...

The most common mistake wealthy families make isn’t about how much they’ve accumulated. It’s about what they do next. The right strategy at $1m is the wrong strategy at $20m, and applying yesterday’s ...

The Personal Investment Management and Financial Advice Association (PIMFA), a professional body representing financial advisers in the UK, is set to host its third annual Women’s Symposium on 19–20 ...