David Sipina has been charged with criminal offences relating to alleged misconduct at the Courtenay House group of companies.

Advice technology solutions firm DASH has made eight new hires including former BT manager Tim Rogers as head of distribution.

A disparity in demand for impact investing across gender, age, and nationality has been identified in new research conducted by the global asset manager.

Despite overwhelming pessimism for US markets going into 2023, the tide seems to be turning, with forecasts now mixed on a potential downturn.

Wealth managers and advisers are racing to manage the next generation of investors and additional high net worth individuals among several trends facing the industry.

The increased variety of investment products coming to market has fared well for fund management distribution employees with top performers seeing bonuses of over 80% of their salary.

The financial services company has been hit with a $70,000 penalty for violating anti-hawking regulations.

The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows.

The investment advisory firm would work on the strategy, structure and monitoring of the university’s endowment fund.

Platinum has launched the Platinum Global Transition fund, aiming to invest in global ESG-focused companies.