02/27/2023
The onus on advisers to have these conversations will increase further through the implementation of Consumer Duty, as the FCA looks to ensure businesses are helping provide better outcomes to customers and safeguard them against foreseeable harm.
02/27/2023
Cash held by consumers on its platform rose from 9.3 per cent of overall holdings to 11.1 per cent between the end of 2021 and last year.
02/24/2023
The team joined forces with Spencer West as of the new year, citing the firm’s reputation for collaboration between its Partners and its entrepreneurial approach to law as key considerations in forming the alliance.
02/24/2023
Underlying profit down 64%
02/24/2023
The group’s flows turned positive in the second half of the year, driven by strength in its institutional client channel which saw £2bn in net inflows.
02/24/2023
The client's assets are then allocated into a series of ‘buckets’ invested across three time horizons - short, medium and long-term.
02/24/2023
The strategy is now run by portfolio manager and buy-side analyst Lukas Herrmann and portfolio manager Carsten Weins.
02/23/2023
The L&G Mastertrust is the largest commercial master trust in the UK market, with 275 participating employers and over 1.8 million members
02/23/2023
The Allfunds board is evaluating the indicative offer and there is no certainty that any transaction will be forthcoming.
02/23/2023
AssetCo acquired control of the River and Mercantile business in January 2022, and in the annual report the company stated that operating costs for River and Mercantile fell by just under £10mn - from £32mn to £22.5mn during the period o
02/23/2023
Portfolio of liquid futures contracts
02/23/2023
Figures published earlier this month showed that the U.K. GDP contracted by 0.5% in December, as the economy flatlined over the final quarter of 2022 to narrowly avoid a technical recession.
02/23/2023
The L&G Mastertrust is the largest commercial master trust in the UK market, with 275 participating employers and over 1.8 million members
02/22/2023
IQ-EQ has been shortlisted in the competitive ‘Compliance Consultancy Firm of the Year’ category, which aims to recognise a team who supports clients to effectively manage and improve their compliance programmes.
02/22/2023
Reflecting ZEDRA’s ambitions for the US and LATAM market and commitment to becoming an international leader in the funds services industry.
02/22/2023
622 plans returned gains for investors
02/22/2023
With the addition of McCrea Financial Services, One Four Nine now has more than 100 staff across the UK, including 31 advisers.
02/22/2023
This expansion comes after 4 years of successful trading
02/22/2023
Trust returns 7.1% over 12 months
02/21/2023
There will be six options with differing risk profiles