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Hargreaves Lansdown hits landmark 2m clients
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Failed SIPP firm clients updated ahead of legal judgment
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JPMorgan to replace Nutmeg with new investment platform
JPMorgan is to launch a retail wealth management and investment business with its own DIY investment platform next month.
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5 year gap between dream retirement age and expectation
While people dream about retiring at 62 they do not expect to be able to retire until they hit 67, according to new research.
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Sales of escalating annuities surge
Sales of escalating Guaranteed Income for Life annuities that have some inflation protection, accounted for a fifth of all sales in 2024/25 and have increased by 17% year-on-year.
Subsidiary firms to carry Mattioli Woods' name after rebrand
Kudos Financial Services and Atkinson Bolton will be branded as Mattioli Woods, with the registered trading names to change later in the year.
The companies have been part of the Mattioli Woods Group since August 2011 and August 2013 respectively.
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Ian Mattioli, Mattioli Woods chief executive, said: "Moving to one brand will provide a greater cohesiveness which in turn will distinguish our products and services and help us continue to grow our position as a leading player in the wealth management and employee benefits sector.
"This is a very positive development for both new and existing clients and we intend very much to build upon the Newmarket and Scotland teams' award-winning reputation for providing a first-rate client service."
As part of the rebrand, the group's strapline will also change from 'Pensions and Wealth Management' to 'Wealth Management and Employee Benefits'.
Bob Woods, the firm's chairman, said: "This is a milestone in our history and much more than a change of name."
The company has been in the Sipp marketplace since 1995 and acts as a professional trustee, administrator and consultant to clients.
It advises over 6,000 clients throughout the UK, with funds under advice and administration in excess of £4 billion.