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LGIM partners with advice firm to provide tailored model portfolios

Legal & General Investment Management has revealed a model portfolio service partnership with investment consultancy and advice firm Apollo Investment Management (AIM). ....

Fp Associates , James Crossley , Dorian Squires , Legal Amp General Investment Management , Pollo Investment Management ,

SimplyBiz integrates LGIM MPS into risk-controlled range

SimplyBiz has revealed that Legal & General Investment Management’s (LGIM) model portfolio service (MPS) will now be integrated into its risk-controlled investment range to “support both improved adviser efficiency and the suitability of consumer outcomes”. ....

Fintel acquires platform to expand range of services to advice firms

Fintel has acquired Owen James Events to expand its range of services to greater numbers of advice firms, wealth managers, and paraplanners. ....

Fintel Vouchedfor , Neil Stevens , Owen James , Owen James Events , Revolving Credit , Competent Adviser , James Events , James Goad , Owen James Events ,

A new approach to regulation? Three ways the regulator is changing

According to Sandy McGregor and Kris Armstrong, the FCA is taking a fresh approach to regulation this year. Here they outline three new lines of thinking from the regulator. ....

United Kingdom , Financial Conduct Authority , Consumer Duty , Senior Managers , Senior Manager , Sandy Mcgregor , Kris Armstrong ,

Majority of advisers upbeat on 2024 business prospects

The majority (65%) of advisers said they were positive about the advice landscape’s prospects for 2024, according to the results of SimplyBiz’ annual member survey. ....

Richard Ardron ,