Hargreaves’ decision to scrap iPad app a head-scratcher
Platform acknowledges it won’t be good news for everyone
Hargreaves Lansdown
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PEOPLE MOVES: Quilter Cheviot, HSBC Singapore, Deutsche Bank
Investment manager poaches former Brooks Macdonald managing director, as bank hires Singapore wealth head
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PEOPLE MOVES: Just Group, UBS, Hargreaves Lansdown
Resignations at the top for the UK retirement income business and the Swiss firm
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Brits unaware of who will benefit from their retirement policy
Most believe that a will is sufficient, but pensions are not part of a person’s estate
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Hargreaves ups DIY investor appeal with streamlined fund list
But platforms need to offer enough choice or investors could misconstrue buy lists as advice, says Fundscape CEO
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Can IFAs and vertically integrated firms co-exist?
More firms favouring a restricted advice approach
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Charles Stanley shifts platform fees up closer to Hargreaves
D2C investment platform had been considered one of the industry’s cheaper offerings
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Hargreaves raises Brexit fears as founder backs ‘no deal’
Peter Hargreaves pans Brexit negotiations as the investment platform publishes its annual results
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Investment industry in limbo as HMRC appeals Hargreaves tax win
The UK tax office’s decision to appeal a £15m tax ruling in favour of financial services firm Hargreaves Lansdown has left the investment industry in limbo over discounts provided to investors in funds.
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Downward trend in Ombudsman complaints
Complaints about advice companies made to the UK’s Financial Ombudsman Service (FOS) eased across the board in the second half of 2017, while Aviva and Barclays bucked the trend and saw complaints rise, according to updated figures.
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Hargreaves £15m tax case win over HMRC
Hargreaves Lansdown has won a tax tribunal appeal against HM Revenue & Customs that will see around 150,000 investors receive a £15m ($20.9m, €17m) rebate.
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Platforms are dead, says The Lang Cat boss
Platforms have spurned the gift of the retail distribution review (RDR) and are dead, according to Mark Polson, founder of financial services consultancy The Lang Cat.