The average age of billionaires has dropped by 11 years since 2014 to 47 years old, according to a new report.
Read more ...60/40 multi-asset solutions return to popularity
- Wednesday, 10 January 2024
- Articles
The rise in popularity of Vanguard’s LifeStrategy 60% Equity multi-asset investment solution with advisers in 2023 challenges the myth that the old fashioned 60/40 strategy has had its day after a tough 2022, according to a new report.
Read more ...Quilter adds ex-Hargreaves Lansdown CEO to board
- Wednesday, 10 January 2024
- Articles
Financial Planner and wealth manager Quilter has appointed former Hargreaves Lansdown CEO Chris Hill as an independent non-executive director.
Read more ...TPR staff strike over pay dispute
- Wednesday, 10 January 2024
- Articles
Staff at The Pensions Regulator (TPR) are staging the first of a series of strikes today in pursuit of a long-running pay dispute.
Read more ...Derbyshire Financial Planner up for 2 awards
- Tuesday, 09 January 2024
- Articles
Derbyshire-based Chartered Financial Planner Martin Birch, a partner at Belmayne, has been shortlisted for two regional leadership awards.
Read more ...Whitmore leaves Jupiter to set up boutique firm
- Tuesday, 09 January 2024
- Articles
Long-serving Jupiter fund manager Ben Whitmore, who looks after around £10bn, is leaving the firm to start his own boutique fund management business.
Read more ...Succession snaps up £165m AUM Plymouth firm
- Tuesday, 09 January 2024
- Articles
Aviva-owned wealth manager and Financial Planning group Succession Wealth has acquired Plymouth-based DFP Health & Wealth Management which has more than £165m in AUM.
Read more ...Mattioli Woods to double trainee advisers
- Tuesday, 09 January 2024
- Articles
SIPP and Financial Planning firm Mattioli Woods said it plans to more than double its intake of new trainee advisers to help address the 'advice gap.'
Read more ...FCA warns 'reckless' pension transfer specialist of action
- Tuesday, 09 January 2024
- Articles
The FCA has issued a warning notice to a pension adviser it has branded “reckless” after they gave unsuitable advice to customers to transfer out of their DB scheme over a four year period.
Read more ...Confident SIPP investors take on more risk
- Tuesday, 09 January 2024
- Articles
SIPP and SIPP drawdown investors added more diverse assets to their portfolios, including equity income and corporate bonds, in December, according to Hargreaves Lansdown figures.
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