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AJ Bell adds Aquis Stock Exchange to its platform
Acquisition of Adalpha
AJ Bell and Sharks Community Trust launch ‘Easter Eats’ initiative to treat local families
AJ Bell Investcentre launches Responsible MPS
Danni Hewson joins AJ Bell from the BBC
Platform CEOs call for retail investors to be included in IPOs
AJ Bell launches two new apprenticeship schemes and celebrates National Apprenticeship Week
AJ Bell removes VAT from MPS and lines up new Responsible MPS
DWP goes ‘Back to the Future’ on small pots auto-transfers
AJ Bell and Sale Sharks unveil ‘Place2Be stand’ ahead of first game
AJ Bell appoints Gareth James as head of policy
AJ Bell launches new Responsible Growth Fund
Andy Bell writes to new FCA boss over ‘fundamentally flawed’ investment pathways
AJ Bell appoints Paul Pugh as head of strategic accounts
AJ Bell launches new Cash savings hub
Laith Khalaf joins AJ Bell
Record numbers of applicants for AJ Bell’s apprenticeship schemes
AJ Bell launches fund research service for advisers
AJ Bell donates £10,000 to Leeds Cares
AJ Bell Investcentre launches new third-party MPS service
AJ Bell teams up with OnSide to engage young people over the summer
Work and Pensions Committee kicks off pension freedoms investigation with scams call for evidence
Stamp duty sugar rush for the housing market – AJ Bell comment on the Summer statement
AJ Bell launches Huawei tablet initiative for care homes and hospitals
Salary donations to COVID-19 causes could be hit by benefit in kind tax
Andy Bell - Fundamental rethink needed on investment pathways
AJ Bell donates £50,000 to ‘Speedo Mick’ as he passes through Manchester
FCA policy statement on making transfers simpler – AJ Bell comment
AJ Bell launches new skiing challenge with Snow-Camp
Rachel Vahey to join AJ Bell’s technical team
AJ Bell launches pension freedoms income solution
AJ Bell calls on new Chancellor to simplify ISAs and launches policy paper
Greater regulatory intervention needed on platform transfers – Andy Bell
AJ Bell makes six changes to its Favourite Funds list
Advisers feel constrained from recommending platform transfers – new lang cat report
AJ Bell launches two new income funds
Investment platforms market study - AJ Bell reaction
AJ Bell teams up with Blue Prism for new automation push
AJ Bell launches ‘Pactive’ Managed Portfolio Service for advisers
AJ Bell slashes charges on its multi-asset funds to 0.35%
More work needed on multi-asset benchmarks – AJ Bell
AJ Bell removes charges for Junior SIPPs and dealing charges on bulk trades
AJ Bell launches Ready-made portfolios to help DIY investors
FCA Platform Market Study – AJ Bell response
AJ Bell overhauls Favourite Funds list for DIY investors
AJ Bell Investcentre launches mobile app for clients
AJ Bell has today launched a new mobile app for clients of AJ Bell Investcentre, its adviser platform. The option to add adviser branding will be added later this year.
The active funds and trusts most purchased by retail investors in June
The active funds most recommended by advisers in June
AJ Bell adds EValue and Defaqto risk ratings to its MPS and passive funds
The AJ Bell Managed Portfolio Service (MPS) and its range of passive funds have now been mapped to the risk ratings provided by EValue and Defaqto.
AJ Bell launches Lifetime ISA for financial advisers
AJ Bell has launched a stocks and shares Lifetime ISA (LISA) for clients of financial advisers via the AJ Bell Investcentre platform. AJ Bell is only the second adviser platform to offer a LISA.
The active funds most purchased by retail investors in May
The active funds most recommended by advisers in May
AJ Bell to host adviser seminars focusing on diversity in financial services
AJ Bell Investcentre has announced two unique Luminary 2018 seminars for advisers and paraplanners this June.
AJ Bell passes fund cost savings back to investors
AJ Bell has reduced the price investors pay for its Passive Balanced fund by 6% as part of a wider commitment to passing economies of scale back to investors as it grows its fund business.
AJ Bell launches Developer Hub to link in to Open Banking
AJ Bell has today become the first investment platform in the UK to launch a Developer Hub through which banks and other financial apps will be able to request to link to the AJ Bell Youinvest platform.
Interim results for the six months ended 31 March 2018
Continued strong growth at AJ Bell boosts profits by 24% ahead of potential IPO
AJ Bell signs title partnership with ITU World Triathlon Series in Leeds
AJ Bell has signed a multi-year deal with British Triathlon to become title partner of the AJ Bell World Triathlon Leeds.
AJ Bell appoints Laura Carstensen as non-executive director
AJ Bell, one of the UK’s leading investment platforms operating in both the direct-to-consumer and advised markets, has appointed Laura Carstensen to its Board as non-executive director as it prepares to list on the London Stock Exchange.
AJ Bell launches four new income portfolios
AJ Bell has launched four new portfolios within its Managed Portfolio Service (MPS) that are targeted to provide a specific level of income. The income portfolios have been launched in response to the ongoing demand for income solutions from advisers and their clients and will be particularly relevant to income drawdown clients.
AJ Bell launches active management version of its Managed Portfolio Service
AJ Bell has launched an active management version of its Managed Portfolio Service for financial advisers. The new portfolios, which are available exclusively on the AJ Bell Investcentre platform, give advisers greater flexibility to meet differing client needs by mirroring AJ Bell’s existing passive MPS but with the new portfolios implemented via a choice of actively managed funds.
AJ Bell tops the Platforum Investor Experience Leaderboard and is voted Best Direct Platform
AJ Bell Youinvest has overtaken Hargreaves Lansdown to take the top spot in Platforum’s annual Investor Experience Leaderboard and was voted Best Direct Platform at the awards ceremony held on 13 February.
AJ Bell reduces MPS fees and bring asset allocation in house
AJ Bell has reduced the management charge on its Managed Portfolio Service (MPS) by 40%. The price cut came into effect on 1 February 2018 and sees the annual management charge reduce from 0.25% + VAT to 0.15% + VAT. The change makes the AJ Bell MPS one of the cheapest in the market for financial advisers and their clients.
AJ Bell workplace sets global standard
AJ Bell’s new head office at 4 Exchange Quay (EQ4) has been independently recognised as a high-performance workplace, ranking it as the highest rated office in Manchester.
Three “Black Swans” that could ruffle calm markets in 2018
The statistician and philosopher Nassim Nicholas Taleb gave the name “Black Swan” to an unpredictable, even highly improbable event that could have an unforeseen extreme impact, and with global financial markets enjoying a period of remarkable calm investors need to be on the look-out for possible shocks to make sure they are not caught off guard in the year ahead.
FTSE 100 dividend cover remains thin for 2018 but the yield is tempting
FTSE 100 to break new ground in 2018 and threaten the 8,000 mark
The FTSE 100 could launch a concerted attack on the 8,000 mark for the first time in 2018, according to investment platform AJ Bell
AJ Bell profits up 29% following year of strong growth
AJ Bell has seen profit before tax increase by 29% to £21.7 million for 2017 (Full Year 2016: £16.8m) as the investment platform continues its strong growth of customers and assets under administration (AUA).
Five walls of worry for investors to climb in 2018 and five slopes of hope for them to treat carefully
“The old saying ‘markets like to climb a wall of worry’ proved spot on in 2017,” comments Russ Mould, investment director at AJ Bell.
Andy Bell: Five pension issues that need addressing in 2018
After a relatively quiet year for pensions in 2017, Andy Bell, chief executive of AJ Bell outlines five areas of the pension system that policymakers need to address in 2018.
Five changes savers need to be aware of in 2018
“The start of a new year is always a good time to take stock of your finances but this year there are a number of specific changes coming into effect in April 2018 that people should be planning for,” comments Tom Selby, senior analyst at AJ Bell.
AJ Bell's top fund picks for 2018
2017 has been an interesting year for retail investors. With equity markets hovering around record levels many portfolios will be looking very healthy but this also raises the question of whether we are reaching the end of the bull-run and are moving into bubble territory.
Is the Trump trade a turkey?
A relentless series of new all-time highs for the main US stock market indices will be welcomed by investors in American shares and funds but it also raises questions about the outlook for 2018.
Mike Morrison receives Personal Finance Society lifetime achievement award
Pensions legend Mike Morrison has been given the prestigious lifetime achievement award at the annual Personal Finance Society awards, which took place last night (Wednesday 22 November) at the Roundhouse in Camden.
Hammond’s hamstrung budget
Budget 2017 – potential impact of rumoured changes
Professional financial advice outweighs Pension Wise 3:1
As the Work and Pensions Committee today continues its probe into the pension freedoms and how to engage the public with pension planning, new research suggests UK consumers entering income drawdown are three times more likely to seek professional financial advice than they are to use the Government’s free Pension Wise service.
Budget giveaways and money savers - Hammond’s fiscal high-wire act
AJ Bell appoints Kevin Doran as chief investment officer
Kevin Doran has been appointed chief investment officer and managing director of AJ Bell Investments with immediate effect.
New research suggests over 8 million UK consumers don’t understand pension freedom death benefits
AJ Bell calls for provider discretion on death benefits to be abolished
Nearly half of those using pension freedoms are worried about running out of money
Engagement gap could be leading to poor decisions.
FCA should consider protections for workplace savers - Retirement Outcomes review
Pension Annual Allowance most likely target in the Budget
AJ Bell believes a cut to the pension Annual Allowance is the most likely outcome in the Budget, rather than more radical reform of the pension tax relief rules.
AJ Bell appoints Simon Molica as fund manager
AJ Bell has further strengthened its investment team with the appointment of Simon Molica as fund manager with immediate effect.
AJ Bell launches first ever customer voted fund awards
AJ Bell has launched the first Fund and Investment Trust (FIT) awards where the winners are voted for by users of its platform, both customers and financial advisers.
FTSE 100 dividend cover is thin and concentration of pay-outs is high
FCA acknowledges failings of point of sale disclosure regime
AJ Bell to take on 6,000 customers from the Scottish Investment Trust Savings Scheme
AJ Bell has been selected by Scottish Investment Trust to take over the running of 6,750 ISA and Dealing Accounts from its Savings Scheme on behalf of 6,000 investors.
Neil Woodford, Mark Barnett, Edward Bonham Carter and Andy Bell all take to the stage at AJ Bell's Investival 2017
Leading investment platform provider AJ Bell has announced the date and speaker line up for its Investival 2017 event.
AJ Bell appoints Peter Hopkins - the architect of pension simplification
AJ Bell has appointed Peter Hopkins to the role of Technical Director, with responsibility for overseeing the platforms’ technical support for financial advisers and its involvement in industry consultations.
AJ Bell appoints Gary Dale as Sales Director
AJ Bell has appointed Gary Dale as Sales Director of its adviser platform, AJ Bell Investcentre.
Majority of advisers reject DB pension transfer assumptions
The vast majority of financial advisers say they disagree with the current Transfer Value Analysis (TVAS) assumptions used to assess Defined Benefit (DB) to Defined Contribution (DC) pension transfers, as the regulator prepares to launch a major review of its rules.
HMRC should allow refunds of pension contributions that exceed the annual allowance
Ambiguity around the level of the Money Purchase Annual Allowance (MPAA) means HMRC should make the rules regarding refunding pension contributions more flexible, according to AJ Bell.
How the major political parties stack up for people’s personal finances
As voters prepare to head to the polls, Tom Selby, senior analyst at AJ Bell looks at the key Conservative and Labour manifesto pledges on personal finance issues, as well as the major policy initiatives that went unmentioned.
AJ Bell announces record business growth, with profit up 27%
New business inflows at AJ Bell grew 68% to £3.6bn during the first six months of its financial year (1 Oct 2016 – 31 March 2017) up from £2.1bn in the prior year.
AJ Bell launches online Due Diligence Hub for advisers
AJ Bell has launched an online Due Diligence Hub that outlines the key areas advisers should focus on when selecting the right investment platform for their clients’ needs.
Three reasons why investors need to be careful about the Trump tax plan
Stock markets are bubbling up again, with America’s NASDAQ, the UK’s FTSE 250 and Germany’s DAX all setting new record highs this week. Hopes for some details this week on President Trump’s long-awaited tax cuts are one reason why.
Three sectors to consider if sterling stays strong
The most startling market reaction to Theresa May’s decision to call a General Election is sterling’s rally to around $1.28 and movements in the currency markets may well shape short-term market movements in the run-up to 8 June.
Stocks to consider if the market totally loses its nerve around the General Election
AJ Bell launches new capital gains tax tool
AJ Bell has launched a new capital gains tax (CGT) tool to help advisers monitor and manage clients’ CGT liabilities.