BNY Mellon IM launches portfolio analysis service for advisers
Who will be able to compare one fund with another or see the impact from combining funds
United Kingdom
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3.4m over 75s yet to arrange a Power of Attorney
As older retirees unaware of it’s importance
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Progeny acquires UK IFA firm
Adding £600m of assets under management
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UK firm declared in default in regard to pension advice
With FSCS receiving 14 claims
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New UK wealth manager launches with first acquisition
Creating a regional hub in the north of England
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Wealth manager takes acquisition total for the year to 19 with latest deal
As it looks to exchange contracts on a further seven deals
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Investment manager Alquity buys fund platform
Boosting Alquity’s AUMA to over $640m
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PEOPLE MOVES: FSCS, Quilter, Canaccord
Management business appoints co-chief investment officers as another firm hires interim chief executive
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Advisers must consider property wealth in light of Consumer Duty
As statistics show more UK personal wealth is accumulated in property than anything else outside private pensions
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IHT receipts reach £3.9bn
A £400m increase from the same period last year
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House of Lords to investigate relationship between regulators and government
Following recent scrutiny of regulators including the FCA
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Worthstone partners with Collidr on sustainable MPS portfolios
Who will apply behavioural research and AI technology to screen and select suitable funds