M&G Wealth has appointed Shanti Kelemen as its first chief investment officer.
Read more ...Profession must heed message of COP26 say Planners
- Tuesday, 02 November 2021
- Articles
The advice profession must heed the messages coming from the COP26 conference on climate change, say a number of leading Financial Planners.
Read more ...Research reveals generations split on ESG investing
- Monday, 01 November 2021
- Articles
Four out of five investors under 25 with £250k+ of investible assets invest in ethical funds compared to under a quarter of over 65s, according to new ESG research published as the COP26 conference gets under way in Glasgow today.
Read more ...7 firms join forces to push benefits of digital advice
- Monday, 01 November 2021
- Articles
Seven digital advice businesses have joined forces to push the benefits to consumers of digital advice over traditional advice.
Read more ...£1.3bn inflows for Tilney in Q3
- Monday, 01 November 2021
- Articles
Tilney Smith & Williamson saw £1.3bn of gross new business inflows in the third quarter.
Read more ...Altmann leads revolt against Triple Lock suspension
- Monday, 01 November 2021
- Articles
Former Pensions Minister Baroness Ros Altmann is leading a last-minute revolt in the House of Lords against government plans to suspend the Pensions Triple Lock for one year.
Read more ...Barclays CEO quits as FCA Epstein probe goes on
- Monday, 01 November 2021
- Articles
Barclays chief executive James 'Jes' Staley has resigned following investigations into his relationship with the late sex offender Jeffrey Epstein.
Read more ...Pension Freedoms result in £800m overpaid tax
- Friday, 29 October 2021
- Articles
Latest HMRC figures show that £794m has been repaid to people overtaxed on flexible retirement withdrawals since the Pension Freedoms were introduced in 2015.
Read more ...US private equity firm is new owner of Progeny
- Friday, 29 October 2021
- Articles
US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny's expansion.
Read more ...Mattioli Woods restores staff year-end bonuses
- Friday, 29 October 2021
- Articles
Mattioli Woods has reinstated staff bonuses this year after dropping them last year due to the pandemic.
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