Author profile

Ayesha Venkataraman

Articles by Ayesha Venkataraman

Fidelity launches financial planning software underpinned by AI

Technology

Fidelity launches financial planning software underpinned by AI

‘Innovative approach to financial planning’

clock 26 May 2022 • 1 min read
AJ Bell's pre-tax profits dip as dealing returns to normal - latest results

Wrap/platforms

AJ Bell's pre-tax profits dip as dealing returns to normal - latest results

Retail customers reached 418,309

clock 26 May 2022 • 3 min read
Legacy Voyant Adviser will close by end of 2022

Technology

Legacy Voyant Adviser will close by end of 2022

Transition to AdviserGo

clock 25 May 2022 • 1 min read
April IHT receipts up £10m on last year, HMRC reveals

Tax Planning

April IHT receipts up £10m on last year, HMRC reveals

‘Boost for the Treasury’s coffers’

clock 24 May 2022 • 7 min read
FOS data: Phoenix Group makes 129 offers to settle consumer complaints

Your Business

FOS data: Phoenix Group makes 129 offers to settle consumer complaints

Totalling around £47,000

clock 24 May 2022 • 2 min read
Brooks Macdonald acquires Warwickshire-based IFA

Your Business

Brooks Macdonald acquires Warwickshire-based IFA

Paid in two tranches

clock 23 May 2022 • 2 min read
Tavistock acquires financial research firm Hummingbird from LEBC

Your Business

Tavistock acquires financial research firm Hummingbird from LEBC

Deal set at £3m

clock 23 May 2022 • 1 min read
LPA reform: Government proposes digital service

Your Business

LPA reform: Government proposes digital service

Reducing application errors

clock 20 May 2022 • 3 min read
FCA hastens process to cancel or vary regulated firm's permissions

Regulation

FCA hastens process to cancel or vary regulated firm's permissions

Strengthening consumer protection

clock 19 May 2022 • 2 min read
IWP appoints Dominic Easton as CFO

Your Business

IWP appoints Dominic Easton as CFO

More than £6bn AUA

clock 18 May 2022 • 1 min read
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HSBC AM global head of responsible investing: 'Who cares if Miami is six metres under water in 100 years?'

20 May 2022 • 3 min read
02

Transfer values continue to plummet in April - XPS

24 May 2022 • 2 min read
03

HSBC AM's 'head of irresponsible investment' condemned over climate speech

20 May 2022 • 3 min read
04

Brooks Macdonald acquires Warwickshire-based IFA

23 May 2022 • 2 min read
05

Industry Voice: Net Zero - do we really understand what it means?

23 May 2022 • 5 min read