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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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Non-retired UK investors are saving a higher portion of their income for retirement than those in Europe, according to the annual Schroders Global Investors study.
Most people underestimate how much they need to save for retirement, according to a new study by Seven Investment Management (7IM).
Blick Rothenberg, the accounting tax and advisory firm with a growing Financial Planning arm, has made its first acquisition.
Patrick Mill, chief executive of platform and Sipp provider Alliance Trust Savings, has stepped down from the after role five and half years at the helm.
The FCA has begun civil proceedings in relation to “alleged misleading statements” on pension investments by a lead generation firm called Avacade Investment Options.
Research by a financial provider has found that eight out of ten over-50s (78%) “significantly underestimate” how long they are likely to live - a gap that means many could run out of pension cash, it says.