Adviser fintech Intelliflo has brought together five business under a new global Intelliflo brand.
Read more ...Sanlam joins moves to axe VAT on MPS
- Monday, 01 March 2021
- Articles
Sanlam UK is to cease charging VAT on its model portfolio services (MPS) from 1 April.
Read more ...Jones wins SJP Chartered Planner of the Year
- Monday, 01 March 2021
- Articles
Richard Jones FPFS, a director at Oundle Wealth Management, has been named by wealth manager St James’s Place as its 2020 Chartered Financial Planner of the Year.
Read more ...Govt backs £1bn fund to support fintech growth
- Friday, 26 February 2021
- Articles
The Government is to support the creation of a £1bn fund to support the rapid growth of the fintech sector.
Read more ...Financial Planner parent launches own platform
- Friday, 26 February 2021
- Articles
Asset Intelligence Research Partners, owned by Financial Planning and financial services group Superbia, has launched a new platform for advisers “dissatisfied” with current platforms.
Read more ...Merian takeover boosts Jupiter AUM to nearly £60bn
- Friday, 26 February 2021
- Articles
The takeover of rival Merian helped bolster Jupiter’s annual results for 2020, the company reported today.
Read more ...FinCalc integrates with Intelligent Office
- Friday, 26 February 2021
- Articles
Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.
Read more ...Scrap Money Purchase Annual Allowance says ABI
- Friday, 26 February 2021
- Articles
The Association of British Insurers has called for the Money Purchase Annual Allowance (MPAA) to be scrapped in the Budget.
Read more ...Hymans Robertson launches discretionary MPS
- Thursday, 25 February 2021
- Articles
Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisors directly for the first time.
Read more ...FCA hires first chief data officer in new strategy
- Thursday, 25 February 2021
- Articles
The Financial Conduct Authority has appointed its first chief data officer among five new appointments announced today as it pushes ahead with its ambition to become a 'data-driven' regulator.
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