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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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Pensions administration firm Trafalgar House has achieved the Investor in Customers (IIC) Gold Award, the highest available accolade, for the second successive year.
Dominic Chappell, the director and majority shareholder of the company that bought BHS for £1, has been ordered to pay more than £124,000 for failing to hand over information to The Pensions Regulator (TPR).
A former EastEnders and Grange Hill actor is one of the latest batch of recruits to AFH’s team of IFAs.
Client wins at James Hay fell by 22% in the first 10 months of the year according to parent company IFG’s latest trading update.
Curtis Banks, one of the UK’s biggest SIPP providers, has completed the purchase of wealth manager Hargreave Hale’s £180m SIPP book.
Martin Tilley, director of technical services at SIPP provider Dentons Pension Management, is leaving the firm after 30 years to join a wealth manager in the new year.