Articles
Planners must be creative in attracting new clients – research
Written by Kat MitchellFinancial Planners are concerned about their aging client base, marketing costs, and how they will attract new clients, according to new research.
IWP acquires South East Financial Planner Carnelian
Written by Kat MitchellIndependent Wealth Planners (IWP) has acquired Milton Keynes based Financial Planning firm Carnelian Capital Management Limited.
The economic impact of the Coronavirus pandemic has pushed back FTSE350 DB scheme endgames with the average time to buyout rising 18 months on average, according to new research.
Ascentric assets fall as Royal London reports loss
Written by Kat MitchellAssets under management fell 4.3% to £15.5bn at investment platform Ascentric in the first half of 2020, as parent group Royal London reported a loss before tax of £181m.
The Chartered Insurance Institute and Islamic Insurance Association of London have joined forces with the University of Bolton to launch an MBA in Islamic Finance.
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Options Pensions has launched a Sharia SIPP in partnership with Islamic investment group Wahed Invest.
Standard Life Aberdeen reported sharp falls in revenue and profits today due to the impact of Coronavirus and Lloyds Banking Group pulling out £25bn of managed funds.
If you mention the acronyms FNZ, GBST and CMA to the average person on the Clapham Omnibus you would get a puzzled look and yet this story has profound implications for UK investors, for the platform sector and in reality for most of the UK population.
Bristol-based wealth manager and investment provider Hargreaves Lansdown has reported a 24% rise in pre-tax profit for the full year to 30 June to £378.3m.