Schroders Personal Wealth (SPW), the Financial Planning arm of Schroders and Lloyds Bank, is launching its own platform to give clients a better and more streamlined service.
Due diligence fintech DD|hub has expanded its data services to cover SIPPs.
Three hundred staff in Nationwide Building Society’s Financial Planning service have today completed their move to Aegon UK.
Expanding Financial Planner and accountancy firm Cooper Parry Wealth is to launch a new in-house platform powered by white label provider Seccl.
Wealth manager St James’s Place (SJP) will launch its first ever national TV brand advertising campaign this year to promote the benefits of financial advice.
New research suggests that on average HNW individuals are providing £10,000 of support a year to hard-pressed family members.
Financial Planner and wealth manager Evelyn Partners has reported a recovery in inflows as inflationary headwinds have eased, with gross inflows up 50% to £2.1bn in Q4 2023.
Financial Planner and professional services firm Progeny has acquired HNW-focused Chartered financial advice firm Chartered Wealth Management, pushing Progeny’s assets under management to £9bn.
Financial advisers find ‘consumer support’ the most challenging Consumer Duty requirement, according to new research from Abrdn.
Wealth manager and Financial Planner Quilter has added three new investment directors to its team to provide more support to financial advisers.