Articles
Sharp rise in family-linked accounts for Quilter platform
Written by Kat MitchellThere has been a sharp rise in the amount of assets and platform accounts that are linked between family members over the last year on Quilter’s UK platform, Old Mutual Wealth.
The Treasury has rejected any immediate changes to pensions tax relief, despite MP recommendations for an urgent reform.
£79m more into ISAs in April than previous 12 months
Written by Kat MitchellOver £79m more was invested into ISAs in April than was invested in total over the previous 12 months.
SBG appoints proposition director to develop Planner services
Written by Kat MitchellAdviser network and services provider Sesame Bankhall Group (SBG) has appointed Craig Ross in the newly created role of proposition director to lead the expansion of its wealth and protection services to Financial Planners.
The chief executive of Standard Life Aberdeen’s platforms businesses, Noel Butwell, has admitted that the firm has not listened to advisers due to being distracted by internal projects.
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FundsNetwork poaches head of proposition from M&G
Written by Kat MitchellFidelity’s adviser platform FundsNetwork has appointed former M&G head of wealth proposition Sam Christopher as head of proposition, strategy and growth.
Wealth manager and SIPP firm Mattioli Woods has exercised its broker option to raise an additional £2m towards its largest planned acquisitions to date.
AHR Private Clients appoints trio of HNW advisers
Written by Kat MitchellFinancial Planner and wealth manager AHR Private Clients (AHR) has appointed three advisers to its new private client business based in Surrey.
St James's Place (SJP) has appointed former transition head Andy Payne as the new head of its academy to implement a "new and improved academy throughout 2021".