Tuesday, 18 April 2023
Articles

Investment manager and adviser support provider Tatton Asset Management has reported a 22% rise in its assets under management (AUM) to £13.87bn in the year to the end of March.

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IntegraFin, owner of adviser platform Transact, has reported advised client numbers climbed to a record 228,000 in the three month to the end of March.

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More than 45,000 people lost a total of £177.6m to impersonation scams last year, according to finance industry trade body UK Finance.

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The Financial Services Compensation Scheme has put Herefordshire firm Haich & Associates (UK) Ltd (FRN: 791582) under investigation for its activities as an ISA manager.

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The pension gender gap between single pensioners under 75 has reversed for the first time ever, according to analysis of DWP data.

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The marked improvement in annuity rates over the past 12 months has also had a positive impact on the cost of guarantees, according to Canada Life research.

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The Consumer Duty is likely to change how advisers communicate with clients, the way they assess the value of advice and the way they segment their client base and service offerings, according to adviser research.

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People in poor health have poor finances too, with just one in 20 having high levels of financial resilience compared to a third of people in good health.

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The CISI Future Foundation, a body set up by the CISI to improve financial literacy, has been granted charitable status and can begin considering grant applications.

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The Treasury has appointed experienced financial services executive Sophie Hutcherson to the FCA board and reappointed Bernadette Conroy for a second term.

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