Financial services
Ward Goodman, a well-established Dorset-based financial services and accountancy firm, has unveiled a revamped vision as it approaches its 70th year in business. With a rich history spanning over seven decades, the firm has supported thousands of clients across the UK, recently surpassing the milestone of £500 million in assets
Financial services
Standard and Poor's downgraded France's sovereign credit rating from AA- to A+, citing expectations of a faster rise in public debt than previously projected. This move, the third downgrade by a major rating agency in a month, increases pressure on Prime Minister Sebastien Lecornu's
Financial services
Conquest Planning Inc., a technology platform modernizing financial planning, and FP Canada, a national education and professional oversight organization for financial planners, have announced the launch of "Conquest Ready," a new professional development course. The course, offered by the FP Canada Institute, trains individuals to follow a disciplined
Financial services
Charles Schwab Corp (NYSE:SCHW)'s third-quarter earnings exceeded analyst expectations, driven by strong trading revenue, asset management fees, and net interest income. The US brokerage and wealth management firm delivered adjusted earnings per share of $1.31, surpassing the $1.26 forecast by Deutsche Bank and the $1.
Financial services
Sendero Wealth Management, a leading independent wealth management firm, has strengthened its leadership team with the additions of Ian Sale and Carol Ocker. Ian, a seasoned financial services executive, joins as Partner, President, and Chief Operating Officer, bringing over 25 years of experience in driving innovation and operational excellence. Carol,
Financial services
PU Prime, a global multi-licensed online brokerage, took center stage as a Global Sponsor at the Dubai Forex Expo 2025, attracting a massive audience of over 30,000 financial professionals from around the world. The event, held at the Dubai World Trade Centre on October 6-7, marked a significant milestone
Financial services
Helen Hernandez Archer, a renowned Atlanta-based luxury real estate professional, has rejoined eXp Realty, bringing her experience and expertise to the company's growing global network. Archer's team, The Archer Group - Distinctive Homes, will leverage eXp's resources to elevate client service, expand luxury reach,
Financial services
Firstrade, a leading commission-free online brokerage, has partnered with Capitalize, a leading platform for digital retirement account rollovers, to make the 401(k) rollover process easier for its clients. The partnership allows Firstrade clients to seamlessly transfer legacy 401(k)s into Firstrade retirement accounts using Capitalize's Rollover
Financial services
The Certified Financial Planners (CFP) Board has released a new guide that highlights the importance of navigating divorce without crossing ethical or fiduciary lines. The guide emphasizes the need for CFP professionals to recognize, disclose, and manage conflicts that arise when advising married or divorcing clients. This shift in guidance
Financial services
Dimensional Fund Advisors Ltd. has filed a Form 8.3 disclosure with the UK Takeover Panel, revealing its interests in Big Yellow Group PLC. As of October 14, 2025, Dimensional holds 2,135,228 shares in the company, representing 1.09% of the total issued share capital. Dimensional, in its
Financial services
The Certified Financial Planner Board of Standards has published a guide to help CFP professionals recognize, fully disclose, and properly manage conflicts of interest that arise in marital financial planning engagements. The "Divorce Guide: Navigating Divorce and Other Conflicts with Married Clients" is part of an ongoing series
Financial services
Fathom Holdings Inc., a national technology-driven real estate services platform, has acquired START Real Estate, a Colorado-based residential brokerage dedicated to serving first-time homebuyers. This acquisition marks a significant expansion for Fathom, allowing it to scale its first-time buyer program nationwide and leverage START Real Estate's proven model
