Jenna Brown
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Articles by Jenna Brown
Emma Nash: Uncovering hidden client assets
‘Full and frank financial disclosure'
Advisers favour modelling tools over 4% rule for 'safe' income drawdown
Moved on from 4% rule of thumb
Advisers predict business boom in next 12 months - survey
80 advisers surveyed
AHR Private Clients hires trio of advisers
Ambitious growth plans
ARs face £10m fixed fee bill under 'flawed' FCA plans
Five-week consultation
Mattioli Woods fuels growth with two major acquisitions
Private equity investor and NW advice business
FOS complaints data: SIPP gripes top 3,000 with 56% upheld
Complaints data for 2020/21
Advisers must innovate or become extinct, warns Progeny CEO
Watershed moment
ABI director general Huw Evans to exit for KPMG role
Partner role at KPMG
Herbert Scott expands with adviser hire
New planner at Chartered firm
FSCS cuts £1bn levy demand to £833m
Still £133m higher than last year
FE fundinfo acquires cashflow planning provider CashCalc
Better advice outcomes
Celtic Financial Planning sets up London office and makes Chartered hire
North Wales and Canary Wharf
Platforms' AUA exceed £500bn after bumper Q1 - the lang cat
Strong performance
'Shocking' figures show quarter of a million get no state pension
‘Government must do more’
Dynamic Planner risk profiles EQ Investors sustainable range
Sustainable diversified, multi-asset portfolios
Aviva's restricted operation ditches retirement-only advice remit
Invesetment advice move
Sustainable Investment Special Report: How can investors navigate the 2021 ESG landscape?
Overcoming the challenges of the rapidly expanding ESG market this year and beyond
Consolidator IWP completes fourth acquisition in a month
Newcastle hub
Brunel Wealth acquires Bristol-based Academy Associates
Principal Tom Jones moves with firm
SJP reports 'record' Q1 as AUM reach £135bn
Q1 business update
FCA: Workplace racism faced by black people 'subtle and insidious'
Under 1% of investment managers are black
Brewin Dolphin to launch Sustainable MPS for advisers
Five model portfolios
Fairstone signs third acquisition deal of 2021
Findlay & Company Financial Services
Quilter platform flows hit record £1bn in March
'Beating heart of businesss'
PensionBee valued at £365m ahead of IPO
165p per share
Canada Life names Lindsey Rix UK chief executive
Joins from Aviva
Ponzi scheme fraudster Bernie Madoff dies in prison aged 82
Massive Ponzi scheme
Using tech to help advisers combat vertical integration 'risk'
'Future of advice is hybrid advice'
Pension transfer values recover after February dip - XPS
Rising inflation
Aviva names Rob Barker retirement business managing director
Replaces Lindsey Rix
Pensions dashboard issues digital design tender in 'significant milestone'
Run by Money and Pensions Service
Thomas Rostron: The critical role of ACDs in the march toward ESG
'Explosion of interest'
Lasting Power of Attorney applications drop 30% during pandemic
Not back to pre-pandemic levels
IWP continues acquisition spree with three IFA buyouts
Bought 22 firms in two years
Quilter sells international business for £483m
Simplifies structure
FOS sets £260m budget for 2021/22 as caseload rockets
Predicts 45% increase in cases
Lumin Wealth adds £75m AUM with third adviser acquistion
Hertfordshire-based firm
Think tank brands FOS 'unfit for purpose' in damning report
Questions over fairness
Fairstone adds £200m AUM with latest acquisition
Acquisition of Chartermarque
Tilney Smith & Williamson names Prakash COO as Reid retires
Reid to take on advisory role