Business and Development
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Canaccord Genuity WM appoints senior wealth planner to Newcastle team
Canaccord Genuity Wealth Management UK and Crown Dependencies (Canaccord), a top ten UK independent wealth management firm by assets under management, has today…
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Only two weeks to go until the second ‘Payments on Account’ deadline
The second ‘payments on account’ deadline is July 31st. With only two weeks to go, Stevie Heafford, Tax Partner at the accountancy firm HW…
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Vanguard launches “Advisory Research Centre”
Centre will share research and insights for investors and investment professionals across the UK and Europe Vanguard is delighted to announce the…
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Seccl hails ‘tremendous achievement’ with new B Corp certification status
Seccl has revealed today that it has achieved B Corp certification as it joins the growing group of purpose-driven businesses – including…
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abrdn launches integrated cash solutions with exclusive rates
abrdn has launched new fully integrated cash solutions on its Wrap platform and has secured exclusive rates in response to adviser and…
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Only a third of financial advisers have a plan in place to tackle the Great Wealth Transfer
New research published today by Octopus Investments, an investment manager on a mission to invest £50billion in the people, ideas and industries…
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Wealth managers grapple with long client onboarding times – Avaloq research
Wealth management clients worldwide experience significant waiting times in the onboarding process according to research from Avaloq, a global leader in digital…
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Fund research and ratings experts, RSMR, to be acquired by Defaqto
Defaqto has announced that it has conditionally acquired RSMR (subject to regulatory approval) to further extend its Fund Research and Ratings capabilities for financial…
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Invesco announces four promotions in UK distribution team
Invesco, one of the world’s leading asset managers, today announces a series of promotions within its UK distribution team, aimed at supporting…
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More than a third of independent schools withdraw from teachers’ pension scheme
More than a third of all independent schools in England and Wales have either withdrawn, or plan to withdraw, from the Teachers’…
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