FCA to widen wealth manager and retail access to bonds
Proposals aim to reduce costs and barriers for companies raising capital, while improving opportunities for retail investors
Industry
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St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
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PEOPLE MOVES: Marlborough, Rathbones Group, Tyndall IM, Edentree IM
Former Columbia Threadneedle multi-manager team member joins Marlborough
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AJ Bell Investments sees 38% AUM increase in Q3 trading update
Total AUM surpassed £7bn for the first time
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P1 Investment Services launches ‘all-in-one’ adviser portal
Tackles the ‘massive problem’ of siloed data across multiple systems
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LV= launches Platform Services option for advisers
The new offering uses Embark’s technology to give advisers using LV= greater choice by bringing multiple products together in one place
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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Kelly Prior joins Marlborough as investment director
While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team
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Evelyn Partners sells fund solutions business to Thesis
As part of wider strategic shift to refocus Evelyn Partners on its wealth management business
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PEOPLE MOVES: CFA UK, AllianceBernstein, Rathbone AM, Artemis, KBI GI
New chief executive named
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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