Investment giant to ‘redefine’ UK wealth market with £175m plan
It is the ‘right time’ for the firm to ‘set a new standard’ for how Brits save and invest
Author: Jessica Tasman-Jones
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SJP drops ‘exclusive’ wealth management tag to widen appeal
It ‘is a dated term that places emphasis on the money rather than the client’
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‘Disruption for advisers’: The outlook for platforms in 2022
From M&A to tech integration, investment platform professionals give their views on the year ahead
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Will Lloyds succeed in taking on Hargreaves?
Chief executive wants to use Embark to create the next go-to investment platform
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Nucleus confirms it is in talks with multiple potential buyers
Majority shareholder Sanlam UK is said to be supportive of the discussions
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Campaign group launches for Woodford investors seeking redress
#JusticeForWoodfordInvestors comes as law firm prepares to file its case at court
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FCA abandons work on platform exit fees due to coronavirus
Proposed ban one of the few issues the regulator sought to address following platform market study
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UK wealth manager to exit ‘competitive’ adviser market
Firm’s professional intermediary distribution channel will close in June 2021
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Fidelity International acquires low-cost platform
Firm’s Fundsnetwork already powers the investment service
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Lloyds investment clients to wait 12 years for reduction in fees
Value assessments deem 1.24% fund fees too high
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DFMs had already shunned UK ahead of record GDP plummet
‘We haven’t been adding to UK risk asset exposure either before the crisis broke out or during it’
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SJP questioned over how it addressed FCA requirements
Firm creates confusion by using bundled fees to compare its funds to rivals without advice offerings