Asset Intelligence Research Partners, owned by Financial Planning and financial services group Superbia, has launched a new platform for advisers “dissatisfied” with current platforms.
Read more ...Merian takeover boosts Jupiter AUM to nearly £60bn
- Friday, 26 February 2021
- Articles
The takeover of rival Merian helped bolster Jupiter’s annual results for 2020, the company reported today.
Read more ...FinCalc integrates with Intelligent Office
- Friday, 26 February 2021
- Articles
Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.
Read more ...Scrap Money Purchase Annual Allowance says ABI
- Friday, 26 February 2021
- Articles
The Association of British Insurers has called for the Money Purchase Annual Allowance (MPAA) to be scrapped in the Budget.
Read more ...Hymans Robertson launches discretionary MPS
- Thursday, 25 February 2021
- Articles
Hymans Robertson Investment Services has launched a discretionary model portfolio service in a move which sees it partnering with UK financial advisors directly for the first time.
Read more ...FCA hires first chief data officer in new strategy
- Thursday, 25 February 2021
- Articles
The Financial Conduct Authority has appointed its first chief data officer among five new appointments announced today as it pushes ahead with its ambition to become a 'data-driven' regulator.
Read more ...Planners feel supported by DFMs but service lacking
- Thursday, 25 February 2021
- Articles
Three in four financial advisers have felt supported by their preferred discretionary fund managers (DFM) during the Coronavirus pandemic but service has been lacking, according to a new report.
Read more ...Pandemic hits SJP operating profit and inflows
- Thursday, 25 February 2021
- Articles
Operating profit and fund inflows fell at wealth manager St James’s Place during 2020 as the pandemic “inevitably disrupted” operations and performance.
Read more ...Advisers fear impact of pandemic on clients
- Thursday, 25 February 2021
- Articles
Financial advisers fear the continuing impact of the Coronavirus pandemic on clients’ plans more than clients do, according to a new report.
Read more ...Second private equity firm invests in Fairstone
- Thursday, 25 February 2021
- Articles
Global private equity house TA Associates has taken a significant stake in acquisitive Chartered Financial Planning firm Fairstone.
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