Assets under management rose 17.4% at Tatton Asset Management for the first half of its financial year which the discretionary fund manager attributes to “adapting seamlessly to the new trading environment”, including maintaining face-to-face engagement with advisers.
Read more ...LV= opens smoothed funds to SIPP and SSAS
- Tuesday, 20 October 2020
- Articles
LV= has launched a trustee investment plan to make smoothed funds more accessible to SIPP and SSAS investors.
Read more ...Transact Funds Under Direction grow 8.7%
- Tuesday, 20 October 2020
- Articles
Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.
Read more ...HL adds ex-Liontrust AM chair to board
- Tuesday, 20 October 2020
- Articles
Former Liontrust Asset Management Chairman Adrian Collins has been appointed as a non-executive director (NED) at Hargreaves Lansdown following a renegotiation with Peter Hargreaves allowing him to nominate a NED to the board.
Read more ...Planners lose confidence in ability to secure PI cover
- Tuesday, 20 October 2020
- Articles
Less than a quarter (17%) of financial advice and wealth management businesses feel confident about their ability to secure affordable professional indemnity insurance (PI), according to a new report.
Read more ...DWP to mandate 2-page pension statements
- Monday, 19 October 2020
- Articles
Pensions Minister Guy Opperman plans to introduce simpler 2-page annual pension statements.
Read more ...Mattioli says market is steadying as it plans to grow
- Monday, 19 October 2020
- Articles
Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.
Read more ...'Auto sign-up' over-50s for Pension Wise guidance - call
- Monday, 19 October 2020
- Articles
A senior executive at retirement provider Just Group has called for pension savers in their early 50s to have pensions guidance sessions with the government’s Pension Wise service “automatically” booked for them.
Read more ...Origo’s standards and governance arm spun off
- Monday, 19 October 2020
- Articles
Industry fintech integration body Origo has spun off its standards and governance arm Criterion as an independent organisation.
Read more ...FCA property fund shake-up gains support
- Monday, 19 October 2020
- Articles
The FCA's controversial open-ended property fund changes could be a sensible move long term, according to Cedric Bucher, CEO of property firm Hearthstone Investments.
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