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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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The Pension Regulator’s (TPR) Determinations Panel has recruited five members, as it prepares to rule on master trust authorisation applications.
Sipp provider Aviva’s adviser platform boosted assets under management by 11% in the first half of this year.
The Upper Tribunal has upheld an FCA decision to fine and ban Alistair Burns, chief executive of advice firm TailorMade Independent Limited, as it was confirmed that the FSCS compensation bill for his failed business could hit £106.5m.
Income from Financial Planning, wealth management and pensions saw an increase at Walker Crips according to its latest set of figures for the year ended 31 March.
A record £2.3bn was taken out of pensions pots under Pension Freedoms rules in the second quarter of 2018, HMRC figures have revealed.
At first glance, how the Financial Conduct Authority (FCA) intends to improve retirement outcomes for non-advised consumers may appear of little relevance to advisers. And with no short supply of regulatory changes affecting their businesses’, many advisers might have concluded that the time spent reading CP18/17 was more a luxury than a necessity.