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Hargreaves Lansdown hits landmark 2m clients
Investment platform and SIPP provider Hargreaves Lansdown has notched up its milestone 2 millionth client and has also seen record assets under management, according to its 2025 Annual Report.
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90% of advisers report leap in IHT enquiries
More than nine in 10 financial advisers (92%) have seen a rise in enquiries about inheritance tax in the run-up to the Budget on 26 November, according to a new report.
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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Independent SIPPs operator Curtis Banks has launched a new secure client portal, signalling the latest development of its new SIPP product launched earlier this year – Your Future SIPP.
Transfer volumes through the Origo Transfer Service have increased by 20% year on year between 30 June 2018 and 30 June this year, to over 680k, it has been revealed.
The Pensions Regulator says it will target 'rogue' advisers after uncovering evidence that some are helping employers change identity to avoid their auto-enrolment obligations.
The FCA is to launch a new platform to replace Gabriel, it’s main tool for collecting data from financial adviser firms.
More than four in five investors (84%) under-estimate the cost of investing and 13% are completely in the dark about the fees they pay, according to a new study by a Financial Planning-based wealth adviser.
Chartered Financial Planner Gavin Wood of Beckett Financial Services, in Suffolk, talks about how a SSAS was used to good effect to help two business owners sort out their business and personal planning.