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

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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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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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New Model Business Academy, the adviser academy run by SimplyBiz, has been criticised by education inspector Ofsted for a second year after it was found to be “making insufficient progress” from its previous inspection.

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UK investors prioritised diversification as global equity and global bonds became the two top best-selling sectors in October 2020, according to the latest figures from the Investment Association.

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António Horta-Osório, group CEO and director of the Lloyds Banking Group, will step down in April after being proposed for election as the chairman of the board of Credit Suisse.

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Platform technology provider Seccl has launched a drawdown illustration tool to help Financial Planners support clients through their retirement income planning.

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Financial adviser numbers have risen by 1,400 (4%) since the Retail Distribution Review (RDR) and the Financial Advice Market Review (FAMR), ending years of decline.

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Independent Wealth Planners UK (IWP) has acquired Financial Planning firm Donald Wealth Management in its tenth deal of 2020, for an undisclosed sum.

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