Bristol-based investment provider and Financial Planner Hargreaves Lansdown has reported its number of active clients has reached 1,188,000 - up 53,000 on the previous trading period and up nearly 100,000 in the past 12 months.
Read more ...Advised investors outperform DIY rivals by 25%
- Wednesday, 15 May 2019
- Articles
Advised investors in the UK are outperforming DIY investors by more than 25% a year, according to a survey by a fund manager.
Read more ...Ambulance chasers spur huge jump in SIPP complaints
- Wednesday, 15 May 2019
- Articles
Claims management companies and law firms are submitting two thirds of all SIPP complaints - double the percentage seen in the previous year, according to Financial Ombudsman Service (FOS) figures out today.
Read more ...Average Inheritance Tax bill for 2018/19 close to £200,000
- Wednesday, 15 May 2019
- Articles
The average inheritance tax bill reached almost £200,000 in the last tax year - up £60,000 in five years, according to analysis of HMRC receipts by financial advice firm and insurer NFU Mutual.
Read more ...Wealth planning ‘a broken industry’ expert tells conference
- Tuesday, 14 May 2019
- Articles
A private wealth management expert has said he believes that the wealth management industry is “broken.”
Read more ...Asset managers glimpse fintech future at conference
- Tuesday, 14 May 2019
- Articles
Asset managers gathered at the CFA Institute at London’s ExCel today got a glimpse into the future with a presentation on the latest technological solutions.
Read more ...Fidelity CEO Anne Richards warns of threats to capitalism
- Tuesday, 14 May 2019
- Articles
Fidelity CEO Anne Richards warned of a number of threats to capitalism in a wide-ranging speech at the CFA Institute Annual Conference in London this morning.
Read more ...Financial advice firms narrowing gender pay gap
- Tuesday, 14 May 2019
- Articles
Financial advice firms are doing better at narrowing the gender pay gap than many other financial services firms, according to analysis by the Chartered Insurance Institute.
Read more ...New ESG qualification for investment professionals
- Tuesday, 14 May 2019
- Articles
CFA UK, the professional body for Chartered Financial Analysts, is to launch of a new qualification in ESG (Environmental, Social and Governance) investing which will be available to investment professionals later this year.
Read more ...88% of trustees fear members will be targeted by scammers
- Tuesday, 14 May 2019
- Articles
Nearly nine out of 10 pension trustees (88%) fear that their members will face “predatory attention” from scammers, according to a new survey of trustees.
Read more ...