Almost 8 in 10 (78%) of wealth clients want direct contact with an individual that can support them when it comes to managing their money, according to a new report.

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Financial Planning firm Tavistock made a loss of £0.94m in the year to March, company results published today show.

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Wednesday, 20 September 2023
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M&G Wealth has expanded its adviser network to more than 500 people, according to the asset manager’s financial results for the first half of this year published today.

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Fund manager Fidelity has launched the Fidelity Global Future Leaders Fund, a new investment vehicle focusing on developed market small and mid-cap equities identified by the company as become future global frontrunners.

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Wednesday, 20 September 2023
Articles

 

The Consumer Prices Index, the key measure of UK inflation, showed a surprise fall in August to 6.7% from 6.8% in July.

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The Bank of England is expected to raise interest rates tomorrow (Thursday) by 25 basis points in what could be the 15th rise in a row but it could also be the last rise for a while.

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The Private Member's Bill to extend auto-enrolment (AE) has cleared Parliament and been granted Royal Assent.

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The FCA has concluded that there is no evidence of banks denying politicians access to accounts due to their political views following an investigation in the wake of the row that erupted between Nigel Farage and Coutts Bank this summer.

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The Scottish Widows Platform has added integration with two Financial Planning software providers: fintech Dynamic Planner and cashflow modelling software firm Voyant.

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Wren Sterling’s summer acquisitions have added £400m AUM to the firm after it took over Guildford-based IFA Messer & Matthews in July and in August acquired a majority stake in Cornwall-based The Stockdale Group.

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