Invesco to slice AJ Bell stake at IPO
Invesco Perpetual is expected to cut its 44% stake in AJ Bell, alongside second-largest shareholder Andy Bell, to make it easier for smaller investors to get in on the firm’s IPO.
AJ Bell
-
-
AJ Bell to compensate Sipp client for ‘significant injustice’
The Pensions Ombudsman has ordered AJ Bell to compensate a client for lost interest and pay him £500 ($709, €570) for “significant non-financial injustice” after the investment platform failed to notify him the interest rate of his account would drop to 0%.
-
Three insights into unsettling pension freedoms data
The Financial Conduct Authority has released figures on pension freedoms that product providers have described as “concerning” and “do not make for comfortable reading”. International Adviser spoke to industry experts to get their thoughts on the data.
-
What do IPOs mean for the future of platforms?
With a recent spate of initial public offerings (IPOs) and planned listings from Transact, AJ Bell and Nucleus, industry experts share their thoughts on what this means for the future of platforms.
-
Woodford sold AJ Bell before IPO announcement
Neil Woodford sold out of AJ Bell just before the broker and platform provider confirmed plans to float on the London Stock Exchange.
-
AJ Bell considers IPO – report
Investment platform AJ Bell, which sits on assets under administration of close to £40bn ($55.8bn, €45bn), is considering plans to float on the public market, according to reports.
-
What fortune will the Year of the Dog bring China?
Friday 16 February marks the Chinese New Year, with 2018 welcoming the Year of the Dog. However, while the dog is associated with honesty, faithfulness, and a strong sense of responsibility in the Chinese zodiac, investors will be hoping for a repeat of 2017 – the Year of the Rooster – which saw the MSCI…
-
5 steps to deal with market volatility
With low volatility having been the norm for nearly three years, the sharp drop experienced by global markets earlier this week awakened some fight or flight responses. AJ Bell offers five lessons to help investors cope with market volatility.
-
UK Govt backs down on pension freedoms ‘auto guidance’ plans
The UK Government has removed an amendment to the Financial Guidance and Claims Bill, that would have required people taking benefits under the pension freedoms or transferring benefits to be automatically enrolled into guidance.
-
Serial complainer loses AJ Bell ombudsman case
The Pensions Ombudsman has not upheld a complaint from a client and ex financial adviser accusing AJ Bell of poor service, negligence, maladministration and misconduct, which saw the investment firm take the “unprecedented decision” to end its relationship with him.
-
Pension freedoms withdrawals hit fresh low
Withdrawals under the pension freedoms have hit an all time low, reducing the need for emergency regulation or government intervention, an industry expert says.
-
Expats hit as funds suspended over missing Priips documents
US expats will be among the worst affected after Hargreaves Lansdown suspended nearly 1,200 ETFs and investment trusts last week after they failed to produce a key information document (Kid) as required under the EU’s new Priips regulation.