Independent Wealth Planners has rebranded its Welsh regional hub Bartholomew Hawkins Asset Management as Maven Wealth Management and appointed Wes Nixon as new CEO.
Read more ...Frenkel Topping acquires 2 law firms
- Tuesday, 02 February 2021
- Articles
Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.
Read more ...PIMFA urges radical reform of advice sector
- Monday, 01 February 2021
- Articles
Wealth manager trade body PIMFA has called for radical reform of the advice sector to reach more consumers.
Read more ...Royal London launches 4 Investment Pathways
- Monday, 01 February 2021
- Articles
Royal London has launched its Investment Pathways to help non-advised customers move some or all of their pensions into income drawdown.
Read more ...1 in 3 IFAs fear ‘pathways’ will hit advice
- Monday, 01 February 2021
- Articles
Nearly 1 in 3 financial advisers believe that the FCA’s new ‘Investment Pathways’ pension reforms - which come into effect today - will cut demand for retirement advice although some expect a boost to advice demand.
Read more ...Average age of HL clients falls from 45 to 37
- Monday, 01 February 2021
- Articles
Hargreaves Lansdown has seen the average age of clients drop from 45 to 37 in what it believes is a significant shift in its client demographics, it revealed today in its half yearly results.
Read more ...Pension savers withdraw £9.4bn in 2020
- Friday, 29 January 2021
- Articles
Pension savers withdrew £9.4bn flexibly using the Pension Freedoms in 2020, new HMRC data reveals.
Read more ...Perspective hires ex-Schroders Financial Planning exec
- Friday, 29 January 2021
- Articles
Expanding Financial Planner Perspective Financial Group has recruited Dan Stokoe, a former regional head at Schroders Personal Wealth.
Read more ...LSE completes £20bn acquisition of Refinitiv
- Friday, 29 January 2021
- Articles
The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.
Read more ...Covid-19 has changed wealthier clients - report
- Friday, 29 January 2021
- Articles
Wealth managers need to adapt to fundamental changes to client behaviour caused by the Coronavirus pandemic, according to a new report.
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