Financial Planning and professional services firm Evelyn Partners saw assets under management and advice (AUM/A) rise 13% year-on-year to £62.7bn at 30 September.
There was good news for the government today ahead of next week's Budget after the International Monetary Fund upgraded its UK GDP forecast for 2024 to 1.1%, up from 0.7% in July.
Financial Planners and advisers have very high confidence in the service they provide their clients but are much less impressed by some issues that are not in their immediate control.
Tatton Core Active remained the most recommended platform managed portfolio solution (MPS) in the third quarter of the year, gaining 15.97% of the top 10 share.
Financial advisers have reported a surge in worried clients contacting them with Budget-related questions on pensions taxation and wealth management, a survey has revealed.
Joint venture investment manager Future Growth Capital (FGC) says it has received regulatory approval to launch the first UK dedicated multi-asset Long-Term Asset Fund (LTAF).
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in four IFA firms as it continues it strategy of taking stakes in UK adviser firms.
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