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News

Complaint against French firm with UK operations dismissed

Your profession

Complaint against French firm with UK operations dismissed

Claims the parent of a French firm that gave poor advice operates in the UK

clock 07 July 2023 • 2 min read
Schroder Investment Solutions widens to 14 platforms

DFM & Model Portfolios

Schroder Investment Solutions widens to 14 platforms

This comes as the £5bn AUM business celebrates two-year anniversary

clock 07 July 2023 • 1 min read
SIPP sales record second consecutive year of growth

Pensions

SIPP sales record second consecutive year of growth

Latest figures mark highest total sales since 2018

clock 07 July 2023 • 1 min read
Mattioli Woods' AUM drop 8% amid struggles with negative markets

Investment

Mattioli Woods' AUM drop 8% amid struggles with negative markets

'Recent legislative changes will drive continued demand for advice'

clock 06 July 2023 • 1 min read
Uptick in adviser demand for fully digitised platforms

Your profession

Uptick in adviser demand for fully digitised platforms

Research shows the largest platforms are the most digitally enabled

clock 06 July 2023 • 2 min read
What business owners should know about shareholder buybacks

Your Business

What business owners should know about shareholder buybacks

Shareholders can exit businesses in a straightforward way

clock 06 July 2023 • 4 min read
Novia sheds 'digital laggard' image with highest progress in 2023

Your profession

Novia sheds 'digital laggard' image with highest progress in 2023

Almost half of processes at Novia no longer require a signature

clock 06 July 2023 • 1 min read
Seccl launches fully automated drawdown SIPP

Pensions

Seccl launches fully automated drawdown SIPP

A ‘fast and flexible’ way of supporting decumulation clients

clock 06 July 2023 • 2 min read
Former Carillion finance director banned for 11 years

Regulation

Former Carillion finance director banned for 11 years

The construction giant went bankrupt in 2018

clock 05 July 2023 • 1 min read
Financial planning is 'flawed' without lifestyle coaching

Your profession

Financial planning is 'flawed' without lifestyle coaching

Kerry Drysdale emphasises the importance of goals-based planning

clock 05 July 2023 • 2 min read
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