Aegon has added risk managed portfolios to the range of investments Financial Planners can choose from on its platforms, its first available beyond a pension wrapper.
Read more ...Transact sees 13.5% increase in funds under direction
- Thursday, 23 July 2020
- Articles

Investment platform Transact saw FUD for the quarter ending 30 June of over £37.71bn, an increase of 13.5% over the quarter and an increase of 5.1% over the financial year to date.
Read more ...Recent acquisitions drive income growth for Brewin Dolphin
- Thursday, 23 July 2020
- Articles

Income for the wealth manager and Financial Planner increased for both the quarter and year on year, driven by higher commissions due to increased trading activity and income from recent acquisitions of £5.2m.
Read more ...Curtis Banks buys Talbot and Muir and Dunstan Thomas for £53m
- Thursday, 23 July 2020
- Articles

Curtis Banks, the SIPP and SSAS provider agreed to make two acquisitions totalling over £50m: rival SIPP and SSAS firm Talbot and Muir and fintech provider Dunstan Thomas.
Read more ...4 in 10 professionals using video for new business
- Wednesday, 22 July 2020
- Articles

Four in 10 financial services professionals say they have adapted to using video calling to secure new business with prospective clients.
Read more ...Wealth manager launches ‘fight for fairer advice fees’
- Wednesday, 22 July 2020
- Articles

Flat fee wealth manager Bancroft Wealth has launched a campaign to highlight its view that financial advice is too expensive and fees based on a percentage of assets under advice are “unfair.”
Read more ...Paraplanners' annual 'unconference' goes virtual
- Wednesday, 22 July 2020
- Articles

The Paraplanners Assembly, the support community for Paraplanners, is to run its annual conference as a virtual event called ‘The Big Day Out In.’
Read more ...Regulators consult on revised complaints system
- Wednesday, 22 July 2020
- Articles

The FCA, PRA and Bank of England are consulting on an updated Complaints Scheme to make it simpler and more "user friendly."
Read more ...Treasury acts to avoid repeat of LCF mini-bond debacle
- Tuesday, 21 July 2020
- Articles

The Treasury is consulting on proposals to make it harder to promote unauthorised financial products via authorised firms.
Read more ...CII to check Chartered firms' diversity from 2021
- Tuesday, 21 July 2020
- Articles

The Chartered Insurance Institute will check the effectiveness of diversity policies at Chartered Corporate firms from 2021 when the renew their status.
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