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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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SIPP specialist and wealth manager Mattioli Woods has slimmed down its board in an overhaul that will see two directors step down.
Momentum Pensions has launched detailed fee schedules for its new property SIPP, as the company aims to tackle increasing concerns over complex charges on commercial properties.
Average pension transfer values during July 2017 remained relatively stable after recent volatility, according to the Xafinity Transfer Value Index.
Two well known client risk assessment software providers – PlanPlus of Toronto and Finamentrica of Australia - are to merge from this month.
The Financial Conduct Authority last month identified a number of pension areas where ‘intervention’ may be necessary following the introduction of the pension freedoms in April 2015.
Standard Life has called for the partial transfer option to be a mandatory part of DB transfer advice.