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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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Momentum Pensions, the SIPP, SSAS and QROPS provider, is considering making strategic acquisitions of SIPP rivals, it says, as it builds up for further growth.
Mattioli Woods, the wealth management, SIPPs and employee benefits business, has build up a substantiall cash pile of £23m which it may use to fund further acquisitions, is says.
Curtis Banks Group, one of the UK’s biggest SIPP providers, has announced an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.
Fast growing Sipp and SSAS provider Curtis Banks is considering axing its Market Harborough office, acquired when the firm bought Pointon York's Sipp business.
SIPP and platform provider James Hay has seen revenues drop by £1.4m, in disappointing results for the first half of the year.
Aegon has urged the Government to clarify the potential impact of increasing the state pension age on the minimum age for pension freedoms.