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.
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.
Almost a third of judges breached the annual pension allowance rules in the 2020/21 tax year, an increase of 239% since 2015/16.
Debbie Seaton and Nathan Bridgeman have launched a new SSAS provider, SeaBridge SSAS.
Nearly 9 in 10 Financial Planners expect demand for inter-generational advice to grow over the next 5 years, according to new research.
The Bank of England has called for regulation for cryptocurrency saying that crypto finance “poses risks to financial stability.”
Quilter chairman Glyn Jones is to step down as chair and director of the firm next year.
Revenue in the second quarter at wealth management firm Charles Stanley increased by 15.3% year on year to £46m.
Wealth manager Brooks Macdonald reported a 2.2% increase in funds under management (FUM) for the quarter ending 30 September.
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.