Thursday, 03 December 2020
Articles

Total customers for investment platform AJ Bell increased by 27% to 295,305 over the course of its financial year ending 30 September.

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Aberdeen Standard Investments (ASI) has launched a new sustainable fund of funds range under its ‘MyFolio’ brand.

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The owners of major UK adviser platforms Transact and James Hay have tabled cash offers for competitor Nucleus.

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Investment manager and SIPP provider Redmayne Bentley is celebrating its 145-year anniversary by funding the training and support of 145 Samaritans volunteers for a year.

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Wealth manager Quilter is to accept five more digital signature software providers for use by UK financial advisers.

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The European Exchange Traded Fund sector is on track to suffer the highest number of closures in its history in 2020.

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Wealth manager and Financial Planner Kingswood has recruited Schroders Personal Wealth’s chief commercial officer David Lawrence to be its new UK chief executive for wealth management.

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Financial advisers are placing more focus on financial strength when considering switching platforms, according to a new study.

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Wealth manager and Chartered Financial Planner Brooks Macdonald has completed the acquisition of Lloyds Bank International’s Channel Islands wealth management and funds business, adding £900m of funds under management and 1,000 private clients.

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Only one in ten UK savers would consult an adviser when making important decisions about converting retirement savings into an income, according to a new report.

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