Forty-four per cent of current Isa investors over 50 plan to invest up to their new £10,200 Isa limit, research by Legal & General has found.
Hargreaves Lansdown has announced a 20 per cent increase in underlying profits for the financial year.
When the Institute of Financial Planning conference committee met nearly 12 months ago, it was, for a change, quite easy to think through an appropriate theme for our annual conference. While thinking this through, it would have been difficult to predict the type of year that we have all just experienced.
LV= has developed a new over 50s life insurance product for Asda supermarkets.
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Sanlam has acquired advice firm Grennan Advisers, which has £60m in assets under management. East Yorkshire-based Grennan was launched five years ago by Stuart Grennan and Helen Chapman and specialises in providing financial advice services to high net worth clients and business executives. Sanlam chief executive John White says: “Grennan Advisers is a high-quality business […]
The market for wealth manager and discretionary fund manager segregated mandates is predicted to more than double to £180bn in the next two years, which will further force transparency on investment fees, according to research from consultancy NextWealth. Currently, wealth manager segregated mandates account for around £86bn in assets, which NextWealth says represents approximately 12 […]
The new regulation requires a culture change in terms of how personal data is perceived and treated. With less than four months to go until the implementation of the General Data Protection Regulation, strategies to comply should be nearing completion. There are differences of opinion on some aspects and, as with all pieces of major […]