Mabel Insights rolls out free risk tool for advisers
Firm planning further enhancement to its services
Industry
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Tatton tops Defaqto DFM satisfaction study
Brooks Macdonald and Waverton Investment Management also performed well
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Treasury rakes in £6.8bn of IHT in 11 months
£400m higher than previous year
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Brooks Macdonald names new head of wealth
Alex Charalambous to take on the role from 8 April
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PEOPLE MOVES: Irwin Mitchell, RBC Brewin Dolphin, Titan, Schroders Capital, LOIM
Stewart Sanderson joins IM as chief executive of its planning business
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FCA ‘urges’ advice firms to review retirement income processes
Thematic review finds areas for improvement in how firms provide advice
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Investec gives projected profit increase ahead of Rathbones merger
Full-year results expected 23 May
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Financial planning scenarios for VCTs
Triple Point’s Diana French provides some examples of how financial advisers are using VCTs in their regular financial planning
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FCA increases spending and aims to bolster UK stockmarket in 2024/25 business plans
Will increase its workforce to 5,000 staff members by the end of March 2024
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UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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Investment veteran to launch new investment boutique firm
New boutique will operate under PI Investment Services umbrella
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Andrew Bell retires from Witan triggering management review
The £1.5bn trust will review its multi-manager strategy as Bell leaves after 14 years as CEO