Assets under management rose 17.4% at Tatton Asset Management for the first half of its financial year which the discretionary fund manager attributes to “adapting seamlessly to the new trading environment”, including maintaining face-to-face engagement with advisers.
Funds under direction at wrap platform Transact grew 3.5% over the quarter ending 30 September 2020, an 8.7% increase for the financial year despite a “difficult and unpredictable” operating environment.
Former Liontrust Asset Management Chairman Adrian Collins has been appointed as a non-executive director (NED) at Hargreaves Lansdown following a renegotiation with Peter Hargreaves allowing him to nominate a NED to the board.
Less than a quarter (17%) of financial advice and wealth management businesses feel confident about their ability to secure affordable professional indemnity insurance (PI), according to a new report.
Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.
A senior executive at retirement provider Just Group has called for pension savers in their early 50s to have pensions guidance sessions with the government’s Pension Wise service “automatically” booked for them.
It's true that not all Financial Planners are keen on the free, impartial and independent guidance service, Pension Wise.