Investment Association warns firms of AI-assisted ‘cloning scams’
AI making scams more sophisticated
Author: Alex Sebastian
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7IM makes double senior appointment
Both roles begin on 1 June
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Quilter expands CashHub savings service
Allows advisers to view their clients’ cash savings alongside their investments
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WisdomTree: Coinbase S&P 500 listing confirms crypto’s place in ‘inner sanctum’
Firm met and exceeded the stringent S&P 500 entry criteria
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Evelyn Partners launches Cash and Cautious Bond strategy for advisers
Portfolios can be tailored to individual clients’ timescales and drawdown needs
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Moneyfarm and AJ Bell top Fundscape’s table of fastest growing platforms
In total assets terms, Hargreaves Lansdown remained comfortably ahead
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PEOPLE MOVES: Berkshire Hathaway, Canaccord Wealth, FCA, Tyndall IM
Legendary investor retires at 94
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Two thirds of advisers involved in family bust-ups over IHT
Planning more contentious than estate settlement
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Canaccord Wealth hires senior wealth planner from Brewin Dolphin
Joins with 25 years’ sector experience
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Jump in FOS complaints to 141k is ‘an unnerving trend’
49% higher than the same period the year before
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Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
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Aberdeen: Overlooked mid-caps could be ‘attractive sweet spot’
Trading at record low valuations compared with large firms