FCA accuses Blackburn-based man of defrauding 240 investors
A total of £19m allegedly taken in by the scheme
Industry
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IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year
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Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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Söderberg & Partners continues push into the UK
Swedish firm’s seventh acquisition described as one of the biggest to date
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
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Diana French: VCTs are becoming part of clients’ annual planning
Triple Point’s retail strategy director, Diana French, shares her insight on VCTs
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022
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Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise
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Titan Wealth rebrands Cardale Asset Management
The investment management business was acquired by Titan in 2022
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Dynamic Planner launches single strategy fund mapping service
Sources single strategy fund holding data directly from fund providers
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MPS analysis site for advisers launched by former Atomos distribution head
Lawrence Cook has launched Mabel Insights