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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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A pensions specialist has been handed a position on Sipp and SSAS firm Talbot and Muir’s board.
Pension firms have called for greater clarity on the state pension, following the Queen’s Speech yesterday.
James Hay has struck a deal with Towry for around 4,000 Towry Sipp clients to be transferred into the flagship James Hay Modular iPlan.
A property section and an application form wizard are two of the new tools a Sipp and SSAS firm has created as it aims to improve the service offered to advisers through its website.
A pensions firm has announced the appointments of two new directors.
SOLLA Enterprises, part of SOLLA (the Society of Later Life Advisers), has announced a marketing tie-up with Octopus Investments to promote its growth in the later life adviser market.