Platform and wealth manager Hargreaves Lansdown is to consult with shareholders after a revolt against board re-elections saw over 30% vote against the re-election of chair Deanna Oppenheimer.
Read more ...SJP FUM falls nearly £5bn as inflows dip
- Thursday, 20 October 2022
- Articles
Wealth manager and Financial Planner St James's Place has reported a near £5bn drop in Funds Under Management and a sharp dip in inflows in its latest quarterly trading figures.
Read more ...Schroders Personal Wealth hires new CTO
- Wednesday, 19 October 2022
- Articles
Schroders Personal Wealth, the joint venture Financial Planning arm of Schroders and Lloyds Bank, has appointed Graham Bastin as its new chief technology officer (CTO).
Read more ...Cost of living pressures hit Quilter inflows
- Wednesday, 19 October 2022
- Articles
Wealth manager and Financial Planner Quilter has been hit by a sharp fall in inflows in Q3, blaming the decline partly on cost of living pressures hitting clients.
Read more ...Wales Financial Planner to open third office
- Wednesday, 19 October 2022
- Articles
A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.
Read more ...Ex-Transact CEO Ian Taylor dies at 58
- Wednesday, 19 October 2022
- Articles
Ian Taylor, co-founder and former CEO of Transact parent Integrafin, has died at the age of 58 after a short illness.
Read more ...Tenet launches ESG research platform
- Wednesday, 19 October 2022
- Articles
Adviser firm Tenet has launched a new research platform which it says will help advisers cut through the complexity of environmental, social and governance (ESG) propositions.
Read more ...1 in 4 uncovered workers want income protection
- Wednesday, 19 October 2022
- Articles
A quarter of working adults without income protection would like to have it, according to financial resilience research from protection specialist LV=.
Read more ...Advisers face ‘difficult client conversations’ over cash gifts
- Tuesday, 18 October 2022
- Articles
The cost-of-living crisis is likely to increase the number of clients seeking to give lump sum cash gifts to adult children, financial advisers say.
Read more ...Hunt heading for pension triple-lock row
- Tuesday, 18 October 2022
- Articles
The new Chancellor Jeremy Hunt has refused to be drawn on whether the state pension will be uprated in line with the triple-lock.
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