Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
Industry
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Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
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PEOPLE MOVES: Quilter Cheviot, Troy AM, Fidelity International
Investment strategist joins the firm
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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AJ Bell sells-off Platinum SIPP and SSAS for £25m
Platinum SIPP has 3,600 customers with £3.2bn of assets
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Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
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FCA unveils plan to ‘significantly streamline’ its operations
It will automate roles undertaken by employees, but some expressed ‘nervousness around consumer protections’
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Flagstone warns against FCA pressuring people to ditch cash
FCA chair indicated the regulator would like to encourage UK investors to buy stocks
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Quilter adds Belfast firm to advice network
Follows the recent appointments of two other Northern Irish firms
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Advisers’ ongoing fees creeping up towards 1%
NextWealth report explores pricing structures, fee trends and how advisers are adapting
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RGL bolsters group claim against Hargreaves Lansdown over Woodford
Group action to now work on behalf of more than 8,300 claimants
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AXA IM Alts adds private credit strategy to fund stable
Combines firm’s private and alternative credit capabilities into a single global diversified strategy with a European focus