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.
Read more ...Transact reports record 228,000 clients
- Tuesday, 18 April 2023
- Articles

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.
Read more ...45,000 scammed out of nearly £180m last year
- Tuesday, 18 April 2023
- Articles

More than 45,000 people lost a total of £177.6m to impersonation scams last year, according to finance industry trade body UK Finance.
Read more ...ISA firm placed under FSCS investigation
- Monday, 17 April 2023
- Articles

The Financial Services Compensation Scheme has put Herefordshire firm Haich & Associates (UK) Ltd (FRN: 791582) under investigation for its activities as an ISA manager.
Read more ...Pension gender gap reverses for first time
- Monday, 17 April 2023
- Articles

The pension gender gap between single pensioners under 75 has reversed for the first time ever, according to analysis of DWP data.
Read more ...Why money-back annuities ‘cost peanuts’
- Monday, 17 April 2023
- Articles

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.
Read more ...Consumer Duty will change client communications
- Monday, 17 April 2023
- Articles

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.
Read more ...Poor health epidemic wipes out financial resilience
- Monday, 17 April 2023
- Articles

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.
Read more ...CISI's new financial literacy charity moves forward
- Friday, 14 April 2023
- Articles

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.
Read more ...2 board appointments for FCA
- Friday, 14 April 2023
- Articles

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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