Premier Miton AUM increases by 9% despite uptick in net outflows
Group publishes its half-year results to 31 March 2024
Industry
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Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
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Nine in 10 advisers expect sector M&A to accelerate
Smaller companies finding it increasingly harder to compete
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Robin Powell: Nobody has a retirement number
Estimating the cost of retirement is ‘fiendishly complex’
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7IM adds ‘trend following’ strategy to multi-asset range
7IM said trend strategies have delivered strong performance
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Estate planning: Business Relief allows clients to retain control of their wealth
With IHT receipts increasing, Triple Point’s Diana French looks at the role Business Relief can play in effective estate planning
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CEO Stephen Bird to leave Abrdn
Jason Windsor to step in as interim group CEO while the board conducts a search process for a successor
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AJ Bell platform assets hit £80bn as it reaches half million customer milestone
The firm brought 27,000 people on board during the six months
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Hargreaves Lansdown refuses takeover bid
Offer from a group private equity bidders
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PEOPLE MOVES: Evelyn Partners, Franklin Templeton, AllianceBernstein, CG Asset Management
Craig McGuire joins the wealth manager
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Nucleus gets green light for Third Financial takeover
The move is part of Nucleus’ strategy of building scale
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UKSIF and IA publish guidance for SDR consumer-facing disclosures
Investors should include information such as labels as well as sustainability objectives and metrics