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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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More than one in ten retirees spend less than an hour arranging their retirement plan, a survey has shown.
Wealth management firm Westbury Private Clients has launched a new Sipps package, which it claims is the first of its kind.
The pre-tax profits of Mattioli Woods rose by 13.5% to £2.86m in the six months to November 2013.
Financial Planners have been warned about failing to grab the opportunity to capitalise on the mass of medium sized businesses in need of auto-enrolment schemes.
More than 5,000 companies have told the Pensions Regulator they have met their auto-enrolment duties.
Suffolk Life has launched a bypass trust for all its Sipps to cut out possible inheritance tax risks.