Asset Intelligence Research Partners, owned by Financial Planning and financial services group Superbia, has launched a new platform for advisers “dissatisfied” with current platforms.
The takeover of rival Merian helped bolster Jupiter’s annual results for 2020, the company reported today.
Cashflow and DB transfer software provider FinCalc has developed a two-way integration with back-office software Intelligent Office from Intelliflo.
The Association of British Insurers has called for the Money Purchase Annual Allowance (MPAA) to be scrapped in the Budget.
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.
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.
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.
Operating profit and fund inflows fell at wealth manager St James’s Place during 2020 as the pandemic “inevitably disrupted” operations and performance.
Financial advisers fear the continuing impact of the Coronavirus pandemic on clients’ plans more than clients do, according to a new report.
Global private equity house TA Associates has taken a significant stake in acquisitive Chartered Financial Planning firm Fairstone.