Nine in 10 SIPP millionaires investing with Hargreaves Lansdown are men, underlining the gender pension gap, according to new research.
Wealth manager Brewin Dolphin reported Financial Planning income up 24.6% year-on-year to £23.8m in the six months ending 31 March, driven by higher fund levels and demand for advice.
Tilney Smith & Williamson has added Capital Risk Management’s 10-strong team to its Edinburgh office for an undisclosed sum.
Aberdeenshire-based Financial Planning firm Acumen Financial Planning has added 17 new members of staff across its offices over the past year.
The Government has been given the go ahead to revoke EU financial services regulations and replace them with new UK rules, following inclusion of a planned bill in today’s Queen’s Speech.
The Financial Services Compensation Scheme has opened the doors to client compensation on two Financial Planning firms it has declared in default.
Fintech Protection Guru has launched a price and criteria comparison tool for financial advisers seeking protection policies for clients.
Open data and payments platform Moneyhub and financial analytics provider Envizage have developed an open banking-powered Financial Planning application for Financial Planning network the Academy of Life Planning.
Fund charges for five AJ Bell multi-asset funds have been reduced by over a third over the past five years to 0.31%.
FinCalc has developed two-way integration for its cashflow and DB transfer software with Financial Planning and wealth management software solution Iress Xplan.