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True Potential hires new CEO from Tesco Bank | Money Marketing
2024年10月7日 · True Potential has announced Tesco Bank CEO Gerry Mallon as its new chief executive officer. He will replace the platform investment firm's co-founder and CEO Daniel Harrison, who announced last ...
Skerritts rebrands to Shackleton and buys four advice firms
2024年12月2日 · Skerritts has rebranded to Shackleton and has bought four more financial-advice businesses. This brings the number of deals completed to 15 since private-equity firm Sovereign Capital Partners ...
Rachel Reeves announces 40% relief on business rates
2024年10月30日 · Chancellor Rachel Reeves has announced a 40% relief on business rates for the retail, hospitality and leisure industry in 2025/26, up to a cap of £110,000 per business.
WTW acquires 25% minority stake in Atomos | Money Marketing
2024年10月3日 · WTW has acquired a 25% minority stake in Atomos following a successful strategic alliance. The minority stake includes a £20m equity injection to drive the wealth manager’s organic growth strategy.
M&G to exit platform market - Money Marketing
2024年9月4日 · M&G has confirmed it will exit the platform market as part of its simplification plans, it said in its half-year results today (4 September). In May 2020, M&G announced plans to buy Royal London ...
Guardian sets out adviser strategy for 2025 | Money Marketing
2024年10月21日 · Protection challenger Guardian has outlined its adviser strategy for 2025. It includes “deepening quality relationships” with advisers and firms alike to deliver good customer outcomes. The ...
AJ Bell strengthens senior leadership team with two appointments
2024年10月10日 · AJ Bell has strengthened its senior leadership team with two appointments as it continues to grow. Ryan Hughes joins as managing director of AJ Bell Investments, while Stephen Westgate has been ...
Technology strategies to reach underserved markets - Money …
2024年7月22日 · This perspective was even more acute among banks and personal savings providers, where 83% saw simplified advice as essential for this demographic, compared to just 57% who felt the same about ...
Chancellor halves IHT relief on AIM stocks | Money Marketing
2024年10月30日 · Chancellor Rachel Reeves has halved the inheritance tax (IHT) relief on shares in stocks quoted on the Alternative Investment Market (AIM). This announcement was made during the Autumn Budget ...