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Author profile

Henry Brennan

Articles by Henry Brennan

Wrap/platforms

Charles Stanley rolls out portfolio service to five platforms

Charles Stanley has rolled out its Collectives Portfolio Service to five platforms.

clock 24 February 2014 •

ISAs

Hargreaves proposes ISA rule changes ahead of Budget

Hargreaves Lansdown has outlined five amendments to the rules surrounding ISAs ahead of the March Budget which it said could help boost saving and investment.

clock 24 February 2014 •

Your profession

Five things clients will call you about this week

Our weekly heads-up on the articles your clients may have read in the national newspapers over the weekend...

clock 24 February 2014 •

Your profession

Quick Quiz of the week's news

How much do you remember from the last seven days in financial services?

clock 21 February 2014 •

Wrap/platforms

Axa Wealth reports 53% increase in sales for 2013

Axa Wealth has reported a 53% increase in sales for 2013, with inflows on the Elevate platform rising to £2bn.

clock 21 February 2014 •

Regulation

Adapt and survive: Advice firms embrace change as pressures grow

What’s driving advisers to change the way they work?

clock 20 February 2014 •

Wrap/platforms

Axa Elevate integrates Dynamic Planner for multiple transactions

Axa Elevate has partnered with Distribution Technology in order to allow advisers to make transactions for multiple product wrappers in one move.

clock 19 February 2014 •

Economics / Markets

AIC: UK most favoured among the high net worth

Investor confidence in the UK has strengthened considerably over the past 12 months, according to the latest investor confidence survey from the Association of Investment Companies (AIC).

clock 18 February 2014 •

Tax Planning

UK inflation drops below 2% for the first time since 2009

The UK inflation rate dropped to 1.9% in January, marking the first time it has fallen below the Bank of England's target of 2% since November 2009.

clock 18 February 2014 •

Wrap/platforms

Standard Life launches wrap due diligence service

Standard Life has launched a bespoke due diligence service for wrap users.

clock 17 February 2014 •
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