Mark Keogh, new head of asset management distribution, Blackfinch

Investment specialist Blackfinch Group has appointed industry veteran Mark Keogh to spearhead the growth of its managed portfolio service (MPS) and tailored portfolio service (TPS) offerings.

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Thursday, 26 September 2024
Articles

The Titan Core Credit Fund and Titan Short Duration IG Income Fund will be managed by head of fixed income Peter Doherty.

Titan Investment Solutions, the investment arm of Titan Wealth, has added two new funds to its fixed income range.

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FCA HQ

The latest FCA retirement income data for 2023/24 has revealed a 20% rise in the number of pension plans accessed for the first time between April 2023 and March 2024.

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A previous Transparency Task Force rally

A protest rally being held by campaign group Transparency Task Force is to be held outside of the Financial Conduct Authority’s headquarters in Stratford from 12:30 today.

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Higher earners were more likely to want digital access from their financial adviser than those earning less

Higher income earners were more likely to want to track their finances and communicate with their financial adviser via mobile applications than lower earners, according to new research.

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James Mallinson CFP Chartered FCSI, CEO of Servo Private Wealth

West Sussex-based high net worth specialist Financial Planning firm Servo Private Wealth has been awarded CISI Chartered Firm status.

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Carla Brown

The Personal Finance Society (PFS) has appointed Carla Brown as the professional body’s new president.

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Philippa Hann

Financial Planning Today editor Kevin O’Donnell recently caught up with Philippa Hann, recently announced as the next CEO of Bristol-based, employee-owned Financial Planning firm Paradigm Norton. She will take up the role in April. A full version of this interview will appear in the next issue of Financial Planning Today magazine in November. 

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Wednesday, 25 September 2024
Articles

New Prime Minister Sir Kier Starmer

High net worth individual confidence in the UK economy has risen since the arrival of the new Government, according to a new report.

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Schroders said that is expects the new LTAF to be used as a complementary tool to existing private market structures such as investment trusts.

Fund manager Schroders has launched the UK’s first long-term asset fund (LTAF) designed to be used by financial advisers and wealth managers.

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