Seven Investment Management has started a programme of bringing solicitors, financial planners and accountants together so they can offer clients a holistic service across generations of families.
The auditors of the suspended EEA traded life settlement fund has said the fund is worth $100m less than the value recorded in the company's financial statements.
Life company AXA has said that its complaint against former Institute of Financial Planning (IFP) president Marlene Shalton for client solicitation has been "settled".
A survey of almost 300 Harlequin investors suggests up to 95% were not made aware of the risks of investing in the troubled overseas property company by their agents or advisers.
Legal & General (L&G) yesterday announced it has upped the base salary for its top executives by a fifth to £560,000.
Thomas Miller Investment (Isle of Man) has appointed Tom Richards to the role of director.
The European Commission has accused 13 banks, including Barclays, HSBC and the Royal Bank of Scotland, of colluding to hamper competition in the credit derivatives market.
Life insurers are much less optimistic about the overall business situation than they were three months ago, according to a report by PricewaterhouseCoopers (PwC) and the Confederation of British Industry (CBI)
National IFA and employee benefits consultancy LEBC Group has developed an online solution to help alleviate the impending capacity crisis being created by compulsory pension auto-enrolment.
National IFA 2plan has reported record turnover for the first few months of 2013, after posting its first-ever net profit in 2012.