Industry
Half of millionaires leaving charitable gifts in will
Charitable will trusts and donor advised funds are also being used by one in three millionaires
Wealthspire Advisors snaps up $380m RIA
Marin Financial Advisors has over $380m AUM
Financial planning | 27 Aug 25
Skybound Wealth launches division for sports professionals and creators
The new division, Athletes & Creators, will focus on planning tailored for these careers
FNZ employees secure initial win in $4.6bn legal case
The employee shareholders allege that FNZ directors transferred up to $4.6bn away from them
Overpaid pension tax claims jump 20% and ‘could get worse’
Of those who claimed overpaid tax, 2,400 people received refunds of more than £10,000