Articles
Aegon launches fund range for Financial Planners
Written by Kat MitchellAegon has added risk managed portfolios to the range of investments Financial Planners can choose from on its platforms, its first available beyond a pension wrapper.
Transact sees 13.5% increase in funds under direction
Written by Kat MitchellInvestment platform Transact saw FUD for the quarter ending 30 June of over £37.71bn, an increase of 13.5% over the quarter and an increase of 5.1% over the financial year to date.
Recent acquisitions drive income growth for Brewin Dolphin
Written by Kat MitchellIncome for the wealth manager and Financial Planner increased for both the quarter and year on year, driven by higher commissions due to increased trading activity and income from recent acquisitions of £5.2m.
Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m
Written by Kat MitchellCurtis Banks, the SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: rival SIPP and SSAS firm Talbot and Muir and fintech provider Dunstan Thomas.
Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
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Flat fee wealth manager Bancroft Wealth has launched a campaign to highlight its view that financial advice is too expensive and fees based on a percentage of assets under advice are “unfair.”
The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’
The FCA, PRA and Bank of England are consulting on an updated Complaints Scheme to make it simpler and more "user friendly."
The Treasury is consulting on proposals to make it harder to promote unauthorised financial products via authorised firms.