Assets under management for fund manager Jupiter Fund Management hit a record £60.3m, despite an increase in net outflows to £2.3bn (H1 2020: £2bn outflows).
Read more ...Continnuum reports 56% growth in profit
- Friday, 30 July 2021
- Articles
Plymouth-based Financial Planning firm Continuum has reported a 56% growth in gross profits (year on year) for the first half of 2021.
Read more ...CISI gets permission to award Planners top designation
- Friday, 30 July 2021
- Articles
The Queen has approved a recommendation by the Privy Council that the CISI can use the designation Chartered Fellow (Financial Planning) for all members that have gained its Certified Financial Planner accreditation.
Read more ...Private equity firm eyes up Iress
- Thursday, 29 July 2021
- Articles
Private equity firm EQT Fund Management has made a second approach towards an acquisition deal with Australian fintech Iress.
Read more ...Investment adviser revenue falls 1% in 2020
- Thursday, 29 July 2021
- Articles
Reported total revenue earning from retail investment intermediation fell by 1% to just under £4.4bn according to data drawn from the FCA’s retail mediation activities return (RMAR) for 2020.
Read more ...FCA to change decision-making process
- Thursday, 29 July 2021
- Articles
The Financial Conduct Authority (FCA) has proposed changes it its decision-making process to enable it to make faster decisions.
Read more ...Tilney hires two for IFA business from Quilter Cheviot
- Thursday, 29 July 2021
- Articles
Wealth manager and Financial Planner Tilney Smith & Williamson has hired two senior business development managers from Quilter Cheviot to boost its ambition as a partner for IFAs.
Read more ...Over half clients feeling bullish - Schroders
- Thursday, 29 July 2021
- Articles
Over half (52%) of financial advice clients reported feeling slightly bullish or bullish, compared to 19% a year ago, according to a new survey.
Read more ...Charles Stanley to be acquired by Raymond James
- Thursday, 29 July 2021
- Articles
Wealth manager Charles Stanley is to be acquired by US wealth manager Raymond James, in a deal worth £278.9m.
Read more ...SPW sees 133% increase in referrals
- Thursday, 29 July 2021
- Articles
Schroders Personal Wealth has seen a 133% increase in referrals for the first half of 2021 (compared to H1 2020).
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