A series of seminars offering insight into how best to segment a client base, with a particular lean toward high net worth (HNW) clients, is being launched for financial advisers.

AXA Winterthur Wealth Management has launched a TCF toolkit, including the option for IFAs to earn star awards for customer service.

Wall Street climbed immediately after opening Friday as 'Quadruple Witching' day kicked in.

The wrap market has proved "immune" from this year's slump in IFA sales, Nucleus chief executive David Ferguson says.

Former Pointon York CEO, Christine Hallett, has revealed details of her latest venture in the pensions market.

Rowanmoor Pensions has rolled out a pension scheme illustration service to allow advisers to offer clients a projection of their income from a scheme pension compared to USP and ASP.

Cru director Jon Maguire has pledged to lead the fight for compensation for investors who bought Arch cru funds at 'inflated' unit prices offered by Capita in its role as ACD.

Offshore account holders with unpaid tax could save money by voluntarily coming forward instead of waiting for the launch of the New Disclosure Opportunity (NDO) in September, says accountants and business advisers, PKF.

Increasing numbers of individuals and institutions are opting to provide voluntary disclosure of their offshore affairs to avoid stringent US anti-fraud investigations, according to a regulatory expert.

New Zealand has stolen Canada's crown as British expats' favourite destination for a high quality of life, according to the findings of a global study of expat opinions and attitudes.