There’s been increasing pensions dashboards connection activity according to fintech Origo, which built the central digital architecture for the dashboard.
Read more ...HL pension investors turn to US
- Tuesday, 11 June 2024
- Articles
The US remained a popular area for pension investors in May, with technology a particular area of interest, according to new figures from Hargreaves Lansdown.
Read more ...Regulators say working together improves outcomes
- Tuesday, 11 June 2024
- Articles
The UK’s financial regulators say working together has improved outcomes, particularly in relation to the British Steel Pension Scheme scandal, the introduction of Consumer Duty, and failings by SIPPs operators.
Read more ...Ledbury adviser acquired by 3 Planners through Validpath
- Tuesday, 11 June 2024
- Articles
Three Financial Planners who started their OPW Chartered Financial Planners firm in Bristol three years ago have grown their business by acquiring Ledbury-based IFA firm Winnell Douglas for an undisclosed sum through the ValidPath Succession Solution.
Read more ...CISI works with ACCA on ethical AI skills
- Tuesday, 11 June 2024
- Articles
The Chartered Institute for Securities & Investment (CISI) and global accountancy body ACCA (the Association of Chartered Certified Accountants) have teamed up to help the accountancy profession boost its understanding of ethical issues when using AI.
Read more ...LIBF recruits digitally-focused new CEO
- Monday, 10 June 2024
- Articles
The London Institute of Banking & Finance has selected experienced educational technology executive Steve Hill to be its new Vice-Chancellor and CEO from July.
Read more ...Retail fund sales hit highest level since August 2021
- Monday, 10 June 2024
- Articles
Net retail sales of UK funds totalled £2.8bn in April, the highest level since August 2021, according to data published by the Investment Association.
Read more ...Evelyn appoints experienced Planner to Exeter office
- Monday, 10 June 2024
- Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner George Uglow to its Exeter office to support continued expansion of the office.
Read more ...iPensions acquires Morningstar SIPP and SSAS business
- Monday, 10 June 2024
- Articles
Manchester SIPP provider iPensions Group has acquired a portfolio of SIPP and SSAS business from Morningstar Wealth Retirement Services Ltd.
Read more ...Drawdown clients at risk, warns EV
- Monday, 10 June 2024
- Articles
Drawdown clients are being exposed to high-risk investments without their knowledge leaving advice firms on a “ticking time bomb” of potential complaints, according to Financial Planning fintech EV Financial Solutions.
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