P1 Investment Services launches ‘all-in-one’ adviser portal
Tackles the ‘massive problem’ of siloed data across multiple systems
Industry
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LV= launches Platform Services option for advisers
The new offering uses Embark’s technology to give advisers using LV= greater choice by bringing multiple products together in one place
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Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
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Kelly Prior joins Marlborough as investment director
While Nick Peters has been appointed as a portfolio manager within Marlborough’s multi-asset team
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Evelyn Partners sells fund solutions business to Thesis
As part of wider strategic shift to refocus Evelyn Partners on its wealth management business
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PEOPLE MOVES: CFA UK, AllianceBernstein, Rathbone AM, Artemis, KBI GI
New chief executive named
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‘Damning’ report says HMRC has damaged trust in the tax system
HMRC’s customer services have ‘deteriorated even further’
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Simplify: Should financial advisers embrace AI?
Just 6% of IFAs currently use AI tools in their services to clients, according to data from Opinium
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IHT receipts rise again to hit £6.3bn in nine months
£600m more than in the same period last year
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AJ Bell eliminates alternatives in 2025 strategic asset allocation
AJ Bell releases 2025 strategic asset allocation
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Quilter warns IHT on pensions plan risks ‘significant problems’ for families
The firm called for a ‘flat-rate tax’ instead
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Wokingham, Elmbridge and St Albans named ‘financial resilience capitals of the UK’
Hargreaves Lansdown’s Savings and Resilience Barometer shines light on the disparities between regions