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Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.
The amount of new business flowing into the Hargreaves Lansdown platform fell 13% to £4.8bn in the year to the end of June, down from £5.5bn in the previous year.
Fintel, owner of adviser support firm SimplyBiz and fintech Defaqto, has reported a 2% rise in revenue growth to £27.6m for the six months to the end of June, compared to £27.1m in the first half year of 2022.
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired Blackpool-based Opus Wealth Management Limited in a deal potentially worth more than £1.4m.
One in three workers has thought about reducing or stopping their pension contributions in the last two years as the cost of living crisis has hit hard, according to Royal London.
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More than nine out of 10 financial advisers believe property wealth should be a key consideration when giving Financial Planning advice, according to a survey published by a property wealth platform.
Fresh new challenges have been thrown up for retirement planning following the publication of new ONS statistics today showing that the number of centenarians living in England and Wales in 2021 climbed to the highest ever number ever recorded.
The House of Lords is due to sit today for the third reading of the Pensions (Extension of Automatic Enrolment) (No. 2) Bill - its last stage before receiving Royal Assent and then becoming law.
Pension SuperFund Capital has reported an “inadvertent breach” of one of the rules of City Code on Takeovers and Mergers in its announcement on 8 September about its offer for SIPP provider STM Group.