Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
Industry
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Quilter calls for urgent action on pension transfer troubles
Almost a year since ‘lacklustre’ review of regulations
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‘Advice gap’ grows in 2024 with 12.4m people falling in
The headline number includes 9.2 million ‘low confidence non-advised’ investors
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7IM hires Fidelity’s Sam Christopher to new head of platform role
Christopher joins growing platform team following Ontario Teachers’ Pension Plan investment
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Canaccord Genuity hires investment director from Brewin
Roger Sedgwick joins the firm’s Birmingham office
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Labour drops plans to reintroduce lifetime allowance
The party had previously planned to bring back the LTA, which was scrapped in the 2023 Spring Budget
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Morningstar adds Robeco and Pictet funds to Sustainable Prospects list
DPAM B Equities Europe Small Caps Sustainable also inducted to the list
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PEOPLE MOVES: Waverton IM, Axa IM, Jupiter, Schroders, Boutique Capital Partners
George Bromfield joins Waverton
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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Aegon criticises UK Isa plans as consultation deadline nears
Firm said proposed product will fail to meet Government objectives
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Rodger Kennedy launches outsourced distribution firm
Kelly Prior and Steve Kenny will join him in the new venture
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P1 Platform and Firenze to offer advisers loans backed by investment accounts
Provides clients with liquidity without having to sell investments