Investment platform Hargreaves Lansdown signed up 23,000 new clients in the last quarter to push up its total number of active clients to 1.677m, the firm reported today.
Read more ...2 Planning firms achieve CISI’s Accredited status
- Friday, 15 October 2021
- Articles

Two Financial Planning firms - Begley Brown Financial Solutions of Glasgow and Lamb Financial of Newcastle - have joined the 67-firm strong CISI Accredited Financial Planning Firms' community.
Read more ...Jump in judges breaching annual allowance
- Friday, 15 October 2021
- Articles

Almost a third of judges breached the annual pension allowance rules in the 2020/21 tax year, an increase of 239% since 2015/16.
Read more ...Duo launch new SSAS provider
- Thursday, 14 October 2021
- Articles

Debbie Seaton and Nathan Bridgeman have launched a new SSAS provider, SeaBridge SSAS.
Read more ...Planners say demand for inter-generational advice is booming
- Thursday, 14 October 2021
- Articles

Nearly 9 in 10 Financial Planners expect demand for inter-generational advice to grow over the next 5 years, according to new research.
Read more ...Bank of England calls for cryptocurrency regulation
- Thursday, 14 October 2021
- Articles

The Bank of England has called for regulation for cryptocurrency saying that crypto finance “poses risks to financial stability.”
Read more ...Quilter chairman to step down in 2022
- Thursday, 14 October 2021
- Articles

Quilter chairman Glyn Jones is to step down as chair and director of the firm next year.
Read more ...Takeover target Charles Stanley reports revenue up 15%
- Thursday, 14 October 2021
- Articles

Revenue in the second quarter at wealth management firm Charles Stanley increased by 15.3% year on year to £46m.
Read more ...Modest FUM growth at Brooks Macdonald
- Thursday, 14 October 2021
- Articles

Wealth manager Brooks Macdonald reported a 2.2% increase in funds under management (FUM) for the quarter ending 30 September.
Read more ...DB transfer values slip from record highs
- Thursday, 14 October 2021
- Articles

Defined benefit pension transfer values held up close to their record high for most of September but slipped in the last 10 days of the month due to a sharp increase in government bond yields.
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