M&G Wealth, the new wealth management arm of M&G, has signed a deal with Australian fintech Ignition Advice to help it launch a low-cost, hybrid digital advice service this year.
Read more ...M&G Wealth partners with fintech for hybrid advice launch
- Thursday, 27 May 2021
- Articles
Fairstone adds 1,000 clients with latest acquisition
- Thursday, 27 May 2021
- Articles
Wealth manager Fairstone, which incorporates a major Chartered Financial Planning business, has fully acquired East Midlands-based Sterling Asset Management, adding 1,000 new clients.
Read more ...Welsh IFA barred by FCA for compensation failures
- Wednesday, 26 May 2021
- Articles
Ron Treherne IFA Ltd of Cardiff has had its permission to carry out regulated business removed by the FCA after it failed to pay Financial Ombudsman awards against it.
Read more ...SJP reports 23% higher inflows as pandemic eases
- Wednesday, 26 May 2021
- Articles
Wealth manager St James's Place says gross inflows for the first five months of 2021 are set to be 23% up on the same period in 2020.
Read more ...IA to create 8 new fund sectors
- Wednesday, 26 May 2021
- Articles
The Investment Association, the fund manager trade body, is to create eight new sectors from the Global and Specialist sectors from 13 September.
Read more ...1 in 4 have ‘never heard of pension tax relief’
- Wednesday, 26 May 2021
- Articles
More than one in four people (27%) say they have never heard of pension tax relief amid widespread pension ignorance which may be holding back retirement saving.
Read more ...Mattioli acquires 2 financial firms in £110m deal
- Wednesday, 26 May 2021
- Articles
Mattioli Woods has acquired a private equity firm and a major Financial Planning business in a £110m deal.
Read more ...Vanguard boosts ESG range to 6 funds with new ETF
- Tuesday, 25 May 2021
- Articles
Fund manager Vanguard has today launched the Vanguard ESG Global Corporate Bond UCITS ETF with an annual charge of 0.15%.
Read more ...Huge variation in advisers’ client risk assessments
- Tuesday, 25 May 2021
- Articles
Financial advisers show a huge variation in how they assess client risk tolerance with some putting the same 'imaginary' client at different ends of the risk spectrum, according to a new study.
Read more ...IFA launches algorithm-driven investment advice
- Monday, 24 May 2021
- Articles
Thames Valley-based wealth manager and IFA Woodward Financials has launched an ‘enhanced advisory service’ for clients which offers daily risk monitoring of portfolios.
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