Evelyn Partners hires financial planning head for Bournemouth office
Danielle Pearce joins the firm
Industry
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Evelyn Partners grows operating profit while net flows slow
It gained £300m in new money during the first quarter, down from £700m at the start of 2023
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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Defaqto rolls out MPS performance comparison service
The firm says MPS Comparator is the first tool of its kind
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Square Mile admits eight to Academy of Funds, drops two
Mercantile Investment Trust amid new class of funds to be awarded ratings
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PEOPLE MOVES: PortfolioMetrix, Fidelity International, Artemis
Alex Funk to join PortfolioMetrix
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Four in five advisers expect more use of business relief and Aim stocks
60% of respondents said clients over 50 would benefit from business relief options
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City Hive targets 50 signatories to ACT Standard by 2025
Standard of corporate culture launched two years ago and currently has 17 signatories
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Justifying rates of return in cash flow modelling
Steph Willcox, head actuary at Dynamic Planner, delves into how advisers should tackle ‘justifiable rates of return’
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Aegon calls for pension dashboard rule change
Dashboards have the potential to create a ‘step change’ in pension engagement
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Alex Funk to join PortfolioMetrix as head of investments in UK
Funk to depart Schroders Investment Solutions after three years
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Titan Wealth acquires boutique manager Wigmore
Wigmore Associates Wealth Management acquisition brings Titan Wealth’s AUM to £17.4bn