Legal & General Investment Management has joined the growing ranks of investment providers offering a Model Portfolio Service in response, it says, to rising demand from advisers.
Read more ...CISI Fellow to take MD role at CBAM Mayfair office
- Wednesday, 09 June 2021
- Articles
Financial Planner and wealth manager Close Brothers Asset Management (CBAM) has hired Rob Crawshaw FCSI as managing director of its £1.4bn AUM Mayfair office as it aims to expand its growing HNW offering.
Read more ...£75bn into adult ISAs in 2019/20
- Tuesday, 08 June 2021
- Articles
Savers paid £75bn into 13m new adult ISAs in the 2019/20 tax year, a rise of £7.1bn year-on-year, according to the latest ISA statistics from HMRC.
Read more ...Men twice as likely to afford early retirement
- Tuesday, 08 June 2021
- Articles
Nearly one in three men (32%) have the financial foundation to retire early compared to just one in six (16%) of women, according to a new report.
Read more ...Planner fined over decade old SIPP switch advice
- Tuesday, 08 June 2021
- Articles
Financial Planning firm Insight Financial Associates has been fined after failing to advise on a property investment when recommending a SIPP switch in 2010.
Read more ...Ex 1825 Financial Planners set up wealth management business
- Tuesday, 08 June 2021
- Articles
A pair of Chartered Financial Planners who sold their previous business to 1825 have founded a new Raymond James wealth management branch in Barbican, London.
Read more ...Aegon shifts £5bn into ESG investment strategies
- Tuesday, 08 June 2021
- Articles
Pension and investment provider Aegon has shifted over £5bn of client money into ESG investment strategies.
Read more ...Wren Sterling completes triple acquisition
- Tuesday, 08 June 2021
- Articles
Wren Sterling has completed its acquisitions of Sentinel Private Clients, Bookeeping Administration Services, and Rothesay Intelligent Financial Services.
Read more ...Planners expect business and client growth – survey
- Monday, 07 June 2021
- Articles
The majority of Financial Planners expect their net assets under management and client numbers to increase over the next year, according to a new survey.
Read more ...Women twice as likely to leave Financial Planning to partner
- Monday, 07 June 2021
- Articles
Women are twice as likely (17%) to leave Financial Planning to their partner than men (8%), according to a new report.
Read more ...