Standard Life’s Elevate platform is to add a new range of DFM partners for the first time through its new Separately Managed Accounts (SMA) service.
Read more ...US personal finance site acquires UK comparison website
- Friday, 04 September 2020
- Articles
US-based financial guidance website and app NerdWallet has acquired UK price comparison site Know Your Money for an undisclosed sum.
Read more ...PFS plans return to live events from November
- Friday, 04 September 2020
- Articles
ITN news presenter Natasha Kaplinsky will present an online news-style programme to mark the relaunch of the Personal Finance Society’s live events.
Read more ...Experts concerned over raising Pension Freedoms age to 57
- Friday, 04 September 2020
- Articles
Industry experts have expressed concern about the Government’s confirmation it will legislate to increase the age the Pension Freedoms can be accessed from 55 to 57 from 2028.
Read more ...ETF firm bucks trend by moving to larger office
- Friday, 04 September 2020
- Articles
Fixed income ETF provider Tabula Investment Management has moved to larger offices to encourage staff to voluntarily return to working in an office environment.
Read more ...LEBC chief executive McVitie dies at 57 after short illness
- Thursday, 03 September 2020
- Articles
Chartered Financial Planner Jack McVitie, the founder and chief executive of retirement advisory firm LEBC, has died at 57 after a short illness.
Read more ...UK savers invest £1.6bn in retail funds in July
- Thursday, 03 September 2020
- Articles
UK savers put £1.6bn into retail funds in July, according to the latest figures from the Investment Association.
Read more ...Paraplanners team up to meet Financial Planner demand
- Thursday, 03 September 2020
- Articles
Plan Works has partnered with Siân Davies Cole to expand the firm's outsourced service to Financial Planners.
Read more ...Gale and Phillipson acquires Kent firm
- Thursday, 03 September 2020
- Articles
Gale and Phillipson has acquired Gyr Financial Consulting to expand the reach of the Financial Planning and wealth management firm in London and the South East.
Read more ...Curtis Banks reports 'solid' figures despite pandemic
- Thursday, 03 September 2020
- Articles
SIPP provider Curtis Banks saw a 4% increase in assets under administration to £28.6bn in the first six months of 2020.
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