Wealth management platform provider GBST and fintech Wipro have partnered to launch an end-to-end administration service for firms transitioning from legacy IT systems.
Read more ...Assets up 27% for Tatton as IFA numbers increase
- Tuesday, 18 June 2024
- Articles
Assets under management rose 26.9% to £17.6bn for investment manager and IFA support firm Tatton Asset Management for the year ended 31 March.
Read more ...Welsh firm defaults over pension advice
- Monday, 17 June 2024
- Articles
Bridgend-based advice firm Broadlands Partnership (FRN: 402268) has been declared in default by the Financial Services Compensation Scheme (FSCS), opening the door to compensation for ex-clients with valid claims.
Read more ...Advisers need to focus on ‘soft’ skills says report
- Monday, 17 June 2024
- Articles
Financial advisers need to focus on improving their interpersonal skills to build deeper long-term relationships with clients, according to a new report.
Read more ...ABI’s Braun awarded OBE for services to pensions
- Monday, 17 June 2024
- Articles
Yvonne Braun, director of policy for long-term savings, health and protection at the Association of British Insurers trade body has been awarded an OBE in the King’s Birthday Honours list.
Read more ...Schroders opens Emerging Markets Value fund to UK investors
- Monday, 17 June 2024
- Articles
Schroders has opened its Schroder Emerging Markets Value fund to UK investors by adding an onshore vehicle.
Read more ...9 in 10 SIPP millionaires are male
- Monday, 17 June 2024
- Articles
Nine in ten SIPP millionaires investing with Hargreaves Lansdown are men, according to new research from the firm.
Read more ...Tenet compliance arm reborn after MBO
- Friday, 14 June 2024
- Articles
Managers at Tenet Compliance Services (TCS) have bought the company after the parent business, Tenet Group, went into administration.
Read more ...CISI partners with US-based 13,000-member body
- Friday, 14 June 2024
- Articles
The CISI has struck a “strategic partnership” deal with the US-based 13,000-member professional body the Chartered Alternative Investment Analyst Association (CAIA).
Read more ...Financial Planner acquistions boost Chase de Vere
- Friday, 14 June 2024
- Articles
National IFA Chase de Vere has reported a £700,000 rise in pre-tax profits thanks in part to the acquisition of two Financial Planning firms in 2023.
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