12/14/2023
Transact sees adviser and client numbers increase
The number of advisers registered on Transact rose 3% from 7,500 to 7,700, while clients using the Transact platform grew 2% from cica 225,000 to 230,000.
12/14/2023
The number of advisers registered on Transact rose 3% from 7,500 to 7,700, while clients using the Transact platform grew 2% from cica 225,000 to 230,000.
12/14/2023
The researchers attributed this surge to perceived undervalued opportunities in the market.
12/14/2023
Liqid will offer lower minimum investment level through its Private Equity NXT platform which launches next year.
12/14/2023
The business is releasing a series of enhanced mobile features.
12/14/2023
Subject to shareholder approval
12/12/2023
William Blair Investment Management was listed among investment management firms with 100 to 499 employees.
12/12/2023
Following collapse
12/12/2023
The amount of total debt of the extensive network of companies is not yet known - analysts from J.P. Morgan once estimated this at $13 billion.
12/12/2023
As SMT exceeds its 30% limit on PE holdings, commercial director Stewart Heggie notes that the trust went from 14 IPO exits in 2021 to zero the following year.
12/12/2023
Existing Generation staff will remain in place but will have extra functionality in the way the firm offers client advice and support services.
12/12/2023
The firm said it supports Benchmark's strategy to expand its advice business across the UK and support financial planning businesses.
12/12/2023
Performance would have been better,
12/11/2023
High rates and inflation and slowing economies have taken their toll on demand, finds EY report
12/11/2023
The regulator has urged firms operating best buy lists that the process for clear selection, monitoring and deselection should be documented, understood and followed.
12/11/2023
European Ucits ETFs specifically achieved impressive growth, attracting €18.1 billion, marking the second-highest monthly inflow for the year.
12/11/2023
The fund is backed by twelve investors
12/11/2023
Includes performance share plan
12/08/2023
This follows US job openings data published earlier this week which also came in below expectations, suggesting tightness in the labour market is starting to dissipate.
12/08/2023
O’Shea said the current volatile markets, where most firms are experiencing outflows, means the firm is seeing more potential acquisition opportunities.
12/08/2023
‘Digital Darwinsim’