PEOPLE MOVES: CFA UK, AllianceBernstein, Rathbone AM, Artemis, KBI GI
New chief executive named
Industry
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‘Damning’ report says HMRC has damaged trust in the tax system
HMRC’s customer services have ‘deteriorated even further’
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Simplify: Should financial advisers embrace AI?
Just 6% of IFAs currently use AI tools in their services to clients, according to data from Opinium
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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Wokingham, Elmbridge and St Albans named ‘financial resilience capitals of the UK’
Hargreaves Lansdown’s Savings and Resilience Barometer shines light on the disparities between regions
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Over 90% of UK and European investors ‘concerned’ about sustainability under a Trump presidency
Despite these concerns, over half plan to increase their impact allocations over the next 12 months
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Thistle Initiatives launches platform migration tool for advisers with built-in compliance
Firm says it will significantly cut the time taken to migrate assets
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Rathbones hires new director of strategic projects
Sarah Odds will be ‘an instrumental part of shaping and delivering [Rathbone’s] growth strategy’
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Söderberg & Partners acquires stakes in three more IFA firms as UK push ramps up
Swedish firm’s UK spree continues
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PEOPLE MOVES: Quilter Investors, TILLIT, Brown Advisory, P1, GSB, Aviva Investors
Multi-asset wing of Quilter appoints senior manager research analyst