Pacific, Albemarle and Hymans Robertson model portfolios added to Parmenion platform
Discretionary fund manager products available instantly
Industry
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PEOPLE MOVES: Evelyn Partners, Blacktower, Progeny, GSB, Lombard Odier
Evelyn Partners adds another chartered financial planner
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Tim Cockerill exits Rowan Dartington for Verso IM
Established the ESG investment process at Rowan Dartington where he worked for 12 years
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VCT investments drop to £506m but hold up better than wider industry
Large fall from the £705m recorded in 2022
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Platforms call for UK government to resist launching ‘retrograde’ British ISAs
Institutional investors urged to play a more proactive role in boosting the UK stock market
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Progeny appoints Tom Wood as CFO
Formerly chief restructuring and financial officer of the Co-Operative Bank
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Mabel Insights partners with Intelliflo on adviser app
App accessible to all Intelliflo customers as an integrated feature
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Defaqto launches Consumer Duty profiles
Profiles designed to help advisers meet Consumer Duty requirements
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Aisa International warns of Isa tax trap for Brits moving to EU
Firm has warned of bad advice from unlicensed advisers
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The Lang Cat: Advised platforms suffer record outflows in 2023
Outflows increased by 36.3% compared to 2022
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Hargreaves Lansdown flags two funds as poor value in AoV report
Multi-Manager Asia & Emerging Markets and Strategic Bond funds red-flagged over poor performance
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Empowering consumers for good outcomes
Recent proposals from the chancellor raise more questions than answers writes Morningstar Wealth’s Steve Owen