Total customers for investment platform AJ Bell increased by 27% to 295,305 over the course of its financial year ending 30 September.
Read more ...Aberdeen Standard adds sustainable fund range
- Thursday, 03 December 2020
- Articles
Aberdeen Standard Investments (ASI) has launched a new sustainable fund of funds range under its ‘MyFolio’ brand.
Read more ...4 bidders in race for Nucleus platform
- Wednesday, 02 December 2020
- Articles
The owners of major UK adviser platforms Transact and James Hay have tabled cash offers for competitor Nucleus.
Read more ...Redmayne to fund 145 Samaritans volunteers
- Wednesday, 02 December 2020
- Articles
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.
Read more ...Quilter adds 5 more digital signature providers
- Wednesday, 02 December 2020
- Articles
Wealth manager Quilter is to accept five more digital signature software providers for use by UK financial advisers.
Read more ...European ETFs see record closures in 2020
- Wednesday, 02 December 2020
- Articles
The European Exchange Traded Fund sector is on track to suffer the highest number of closures in its history in 2020.
Read more ...Kingswood hires CEO from Schroders FP arm
- Wednesday, 02 December 2020
- Articles
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.
Read more ...Key platform switch criteria revealed in new report
- Tuesday, 01 December 2020
- Articles
Financial advisers are placing more focus on financial strength when considering switching platforms, according to a new study.
Read more ...Brooks Macdonald adds £900m as Lloyds acquisition completes
- Tuesday, 01 December 2020
- Articles
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.
Read more ...Under 10% consult adviser when entering drawdown
- Tuesday, 01 December 2020
- Articles
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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