Tavistock reports drop in new business due to pandemic

Financial adviser network and wealth manager Tavistock has reported a reduction in new advisory business levels, influenced by its advisers’ ability to meet with clients during the Coronavirus pandemic.


Mattioli Woods client assets reach £10bn

Wealth manager, pensions and employee benefits firm Mattioli Woods’s total client assets have hit a milestone £10bn, according to its most recent trading update.


Nucleus inflows rocket as OpenWealth acquisition completes

Net inflows at Nucleus rocketed to £166m in its third quarter, a rise of 102% from the corresponding quarter the previous year, as the investment platform confirmed that is has completed its acquisition of part of OpenWealth’s UK business.


AJ Bell reveals 13% asset boost in new trading update

Investment platform AJ Bell has revealed a boost in assets and customers in a trading update in respect of its financial year ended 30 September.

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