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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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An ex-President of the Institute of Financial Planning has penned a new book showcasing ‘inspiring’ people aged 60 – 90 that demonstrate how to make the most of retirement.
Ex-KPMG partner Patrick McCoy has joined Xafinity Punter Southall as head of investment.
More than 150 complaints have been lodged with The Pensions Ombudsman relating to the British Steel Pension Scheme.
An ex-adviser who turned client and says he lost £30,000 due to a pension transfer delay has been successful in his complaint against Intrinsic Financial Planning.
SIPP provider and wealth manager Mattioli Woods has today reported interim revenue up 16.9% to £28.4m (H1.2017: £24.3m) in the six month period ended 30 November 2017.
British Steel Pension Scheme trustees were urged to discuss “the importance of obtaining independent financial advice” with members, amid a major restructuring of the scheme, a report has revealed.