Articles
Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.
Scrap Money Purchase Annual Allowance says ABI
Written by Kat MitchellThe Association of British Insurers has called for the Money Purchase Annual Allowance (MPAA) to be scrapped in the Budget.
Hymans Robertson launches discretionary MPS
Written by Kat MitchellHymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisors directly for the first time.
FCA hires first chief data officer in new strategy
Written by Kat MitchellThe Financial Conduct Authority has appointed its first chief data officer among five new appointments announced today as it pushes ahead with its ambition to become a 'data-driven' regulator.
Planners feel supported by DFMs but service lacking
Written by Kat MitchellThree in four financial advisers have felt supported by their preferred discretionary fund managers (DFM) during the Coronavirus pandemic but service has been lacking, according to a new report.
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Pandemic hits SJP operating profit and inflows
Written by Kat MitchellOperating profit and fund inflows fell at wealth manager St James’s Place during 2020 as the pandemic “inevitably disrupted” operations and performance.
Advisers fear impact of pandemic on clients
Written by Kat MitchellFinancial advisers fear the continuing impact of the Coronavirus pandemic on clients’ plans more than clients do, according to a new report.
Second private equity firm invests in Fairstone
Written by Kat MitchellGlobal private equity house TA Associates has taken a significant stake in acquisitive Chartered Financial Planning firm Fairstone.
The FCA has secured High Court Approval to return £3.42m to victims of a Ponzi scheme couple who ran a series of unauthorised deposit taking and collective investment operations.