David Ferguson to pursue other opportunities
Striking the right balance between risk and reward
New heads of propositions and compliance named
Ethical finance sees surge in popularity
Capacity crunch for platforms?
Assets under administration at platform and self-invested personal pension (SIPP) provider James Hay hit £16bn in the third quarter of the year, however, expected profit forecasts at the business have been cut.
Investors wishing to move from direct-to-consumer to adviser platforms face "punitive" exit fees, according to analysis by the lang cat.
Advisers and clients could get "caught out" by the new tax treatment of payment of trail commission, according to James Hay Partnership.