Total assets under management rose 19.8% year-on-year to £14.78bn for investment manager Tatton Asset Management for the six months ended 30 September.
Read more ...FPSB presents top new award to former CEO Maye
- Thursday, 19 October 2023
- Articles

Global Financial Planning professional body The Financial Planning Standards Board has added a new award recognising individuals for their outstanding contributions to the profession.
Read more ...Advised customers rise 10% at AJ Bell
- Thursday, 19 October 2023
- Articles

Advised customers increased 10% year-on-year to 159,256 at platform and SIPP provider AJ Bell for the year ending 30 September.
Read more ...Hargreaves Lansdown client numbers top 1.81m
- Thursday, 19 October 2023
- Articles

Investment provider Hargreaves Lansdown has reported client numbers rose by 8,000 to 1.812m in the latest quarter, according to a trading update issued today.
Read more ...Accountancy body adds referral platform for Planners
- Wednesday, 18 October 2023
- Articles

Accountancy professional body ICAEW has partnered with technology firm RQ to launch an online platform enabling Chartered Accountants and Financial Planners to refer clients.
Read more ...Old Mill hires digital specialist Financial Planner
- Wednesday, 18 October 2023
- Articles

Financial Planner and accountancy firm Old Mill has appointed Financial Planner and digital advice specialist Hugh Johnson to its wealth management team.
Read more ...Succession hires new execs from Investec and Aviva
- Wednesday, 18 October 2023
- Articles

Aviva-owned wealth manager and Financial Planner Succession Wealth has added two new executives to expand its senior leadership team.
Read more ...State Pension set to rise by 8.5%
- Wednesday, 18 October 2023
- Articles

Retirees are set to receive an 8.5% increase to their State Pension from April next year as CPI inflation held steady at 6.7% for the year ending September.
Read more ...Q3 net inflows fall by over £100m at Quilter
- Wednesday, 18 October 2023
- Articles

Quilter saw third quarter core business net inflows of just £1 million compared to net inflows of £324 million in the corresponding period of 2022 amid "challenging" market conditions.
Read more ...CPI rate holds steady at 6.7%
- Wednesday, 18 October 2023
- Articles

The Consumer Prices Index rate of inflation held steady at 6.7% in September, disappointing some commentators.
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