Financial research and investment management company Morningstar is to rename Praemium as the Morningstar Wealth Platform after its £35m acquisition of the formerly Australian-owned platform.
Read more ...Artemis founder Stuart to hand over fund reins
- Thursday, 30 June 2022
- Articles

Derek Stuart, one of the UK’s best known fund managers and a founder of Artemis Investment Management, is to step back from co-managing one of its leading funds to spend more time on charity work.
Read more ...FSCS probes pension transfer firm with Portuguese links
- Friday, 01 July 2022
- Articles

The FSCS has joined forces with the FCA and Financial Ombudsman Service to investigate a Telford-based pension transfer adviser with links to a Portuguese expat specialist company.
Read more ...Origo to launch Pensions Dashboards connector
- Friday, 01 July 2022
- Articles

The industry-backed fintech company Origo is planning to launch a Pensions Dashboard connector tool in the autumn to enable providers to connect more efficiently to the planned Pensions Dashboards.
Read more ...Chartered Financial Planner joins Continuum
- Friday, 01 July 2022
- Articles

National adviser firm Continuum has recruited Chartered Financial Planner Simon Hewitt to help spur its growth plans.
Read more ...1 in 5 could pay higher rate tax in 3 years - prediction
- Friday, 01 July 2022
- Articles

The number of higher rate taxpayers has soared by nearly 2m to 6.14m since the last election and could soar by a further 3m by 2025, according to a former Pensions Minister.
Read more ...45% say advisers 'key source' for financial advice
- Friday, 01 July 2022
- Articles

Nearly half of consumers would turn to regulated financial advisers when seeking financial advice, according to a new wealth report.
Read more ...Editor’s Comment: Thank you Mr Sunak
- Friday, 24 June 2022
- Articles

The Chancellor has inadvertently gifted Financial Planners an almost unending stream of frazzled new clients by freezing the tax thresholds, if the latest HMRC data and some fresh predictions on the number of higher rate taxpayers are anything to go by.
Read more ...PruFunds to be sold via platform for first time
- Monday, 04 July 2022
- Articles

M&G Wealth is to add its PruFund Planet range of ESG-focused multi-asset funds as an advised investment choice on its own M&G Wealth Platform (formerly Ascentric) for the first time.
Read more ...Evelyn hire to help boost international Financial Planning
- Monday, 04 July 2022
- Articles

Financial Planner and wealth manager Evelyn Partners, formerly Tilney and Smith & Williamson, has recruited Nick Reeves from Deutsche Bank to boost its international Financial Planning team based in London.
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