SEPTEMBER 2019
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  • Dynamic Planner teams up with business school for big data project

    23 September 2019

    Dynamic Planner has announced a two-year partnership with Henley Business School that will endeavour to understand how investors behave during various points of the market cycle and help them to form better outcomes. With the support of the government-backed Knowledge Transfer Partnership programme, the alliance has been formed to explore the behavioural science of...

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  • What to do in the face of Brexit (or ‘No-deal’ stockpiling in Swindon)

    22 September 2019

    Brexit is getting silly now. Somehow, much, much sillier than it already was. Rathbones head of multi-asset investments David Coombs unexpectedly finds himself hoping for a no-deal, if only to bring some clarity to British shores. Last week, I found a Sainsbury’s delivery man at my front door, asking me to sign for a...

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  • Merged Tilney Smith & Williamson will have £45bn AUM

    22 September 2019

    Wealth manager Tilney has merged with Smith & Williamson in a £625 million deal that will create one of the UK’s largest integrated wealth management and professional services groups. The merged business, which will be called Tilney Smith & Williamson, will have assets under management of £45 billion, of which 80% will be in...

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  • Intelliflo’s Eatock to hold CEO and executive chairman roles

    22 September 2019

    Nick Eatock has reprised his role as chief executive of Intelliflo, following the departure of Hamish Purdey, alongside his role as executive chairman. Purdey joined Intelliflo in November 2014 when Eatock took on the role of executive chairman. He has left to “pursue new challenges,” the software provider said. Eatock said: “Hamish has done...

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  • Technical Insight Seminar Speaker – Brian Radbone, Transact

    22 September 2019

    From now to the end of November we are taking the Technical Insight Seminars to more venues around the country, including new venues of Glasgow 18/9, Leeds 2/10 and Reading 23/10. We are delighted that Brian Radbone and his colleagues from Transact will be presenting at selected events on effective use of pensions in...

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  • Paraplanner Report reveals paraplanner influence has grown significantly in past 5 years

    19 September 2019

    Research into the paraplanner role has revealed a significant growth in influence of paraplanners in financial planning firms over the past 5 years. The Rise of the Paraplanner Report 2019, published by Research in Finance, in association with FundsNetwork, is the latest in a series of in-depth studies conducted over the past 5 years, which has tracked key metrics including paraplanners’ influence and responsibility within adviser...

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  • 7IM launches tailored drawdown service

    19 September 2019

    Seven Investment Management (7IM) has launched a tailored drawdown feature within its 7IM SIPP, to allow adviser firms more flexibility when managing the quantity and frequency of a client’s drawdown payments. The service will be available to all members of the 7IM SIPP and is designed to allow drawdown requirements to be tailored to...

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  • Fidelity launches sustainable fund range

    19 September 2019

    Fidelity International has stepped up its ESG offering to investors with the launch of a new sustainable fund range.  The Sustainable Family of Funds will offer two investment categories; best-in-class and sustainable thematic. The former will actively select companies that are high environmental, social and governance performers, while the latter will use an investment...

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