Wealthspire Advisors, a US-based registered investment advisor (RIA) with $31bn in assets under management (AUM), has acquired California-based Marin Financial Advisors. Marin Financial Advisors has over $380m AUM and is based in Larkspur, California. Its principal Colin Drake will remain with the firm after the acquisition alongside client service director Christine Cione. The deal broadens […]| International Adviser
Around 60,000 people claimed back overpaid tax on their pension withdrawals in 2023/24, an increase of 20% on the previous year, new data from HMRC shows. Of those people, 2,400 received refunds of more than £10,000, while 25 received an average of £106,897, according to the figures, which were obtained by Royal London through a freedom of information request. The average refund was £3,342, a 9% increase on the previous year. Under UK rules, retirees age 55 and over can flexibly access the...| international-adviser.com
Investment scams in the UK are now among the most common types of consumer scams highlighting the need for investors to be more vigilant. Online trading company DayTrading.com has revealed – in this guide below – some of the most prominent investment scams affecting UK consumers right now, and highlighting key red flags to look out for. Tobias Robinson, CEO of DayTrading.com, commented: “The FCA and consumer protection bodies urge anyone looking to invest should stay vigilant and pro...| international-adviser.com
Habits are tough to break. Research indicates we take an average of around two months to develop a different routine or way of thinking. If factors such as complexity and motivation are against us, we could need more than 250 days to change our ways[1]. You might think this sounds daunting, but there are actually much more extreme examples. For instance, as every Tottenham Hotspur fan knows, sometimes it can take 17 years to turn over a new leaf. That’s how long my football team of choice n...| international-adviser.com
Millennials are more likely to turn to social media and “finfluencers” for investment advice when they inherit (27%) than to financial advisors (18%), the survey said| International Adviser
