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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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Mattioli Woods, the wealth management and SIPP provider, has reported full year revenue up 16.2% to £58.7m with pre-tax profit rising by 27.3% to £9.8m compared to 2017.
A survey of around 400 financial advisers has found “huge variations” in the way firms carry out an initial ‘triage’ process when clients ask about pension transfers.
IFG’s James Hay Sipp and platform business had a good half year with ‘robust’ performance.
A document, released under freedom of information laws, has shown The Pensions Regulator has called on pension schemes to cut transfer values.
Rowanmoor Executive Pensions has revealed a 214% increase in profitability and a 7% increase in client numbers, according to its latest figures.
Platforms and pensions consultancy the lang cat, has hit out at direct investment charging structures, which it says leave investors with “all the pieces of a jigsaw puzzle but no clear picture of what the finished version should look like.”