Matt Williams
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Evelyn Partners acquires Leathers LLP
Evelyn Partners, the leading wealth management and professional services group, is pleased to announce that it has acquired Leathers LLP, a well-established…
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Dynamic Planner’s Goss: Era of product sales over as industry embraces personal financial planning
CEO Ben Goss sets out vision for the industry and unveils new developments at 11th Annual Conference in Dynamic Planner’s milestone 20th…
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CGT Calculator, flexi-access drawdown and pricing overview in top 10 most-searched features in adviser platform due diligence
Whether a platform has a capital gains tax calculator or not is one of the top 10 most-searched features in advice professionals’…
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A dark year for the UK’s fund management industry’ AJ Bell’s Khalaf comments on IA report of £25.7bn flowing out of funds
Laith Khalaf, head of investment analysis at AJ Bell, has commented on the IA report: “It’s been a dark year for the…
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Origo: Provider back-office improvements essential for Consumer Duty
Product providers need to invest in their back-office admin and improve their service if they are to help advice firms fulfil the Regulator’s Consumer…
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The IA: 2022 ends with a record annual outflow from retail funds of £25.7 billion
UK investors took £282 million out of funds in December 2022, in the tenth month of net retail outflows of 2022, according…
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ARC: Returns bounce back as cautious portfolios all but disappear
New analysis from Asset Risk Consultants (ARC) shows that performance across all risk profiles bounced back in January but also reveals that…
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Advised platform market experiences worst quarter for net flows since ‘the lang cat’ records began
The advised platform market has experienced its worst quarter for net flows on the lang cat’s records (which date back to Q1…
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Legal & General enhances later life lending proposition with new features and product developments
To meet changing customer needs and respond to adviser feedback in a fast-paced market, Legal & General Home Finance has announced improvements to its…
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Virgin breach 4% barrier with fixed rates – for a 10-year fix.
As Virgin breach the symbolic 4% barrier with fixed rates – for a 10-year fix – brokers comment on this development: Justin Moy, Managing…
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