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Trending Articles
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Millions of people in the UK reach retirement age with a private annual pension of just £3,650, according to now:pensions
Almost 9 million people in the UK remain significantly underpensioned compared to the broader population. The latest dat…
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Acquisitions powered by people – the AFH way | IFAM 138 | May 2025
A people powered perspective Welcome to the May edition of IFA Magazine. After a turbulent April, we can only hope this…
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Equity Release figures show substantial market growth
The latest Equity Release Council quarterly figures released today have shown a substantial market growth with a 32% len…
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UK Economy Faces Substantial Risks Ahead
Sharp payroll job losses in March coupled with all-time low consumer confidence pose significant risks to the United Kin…
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Jarvis releases free pension tracing tool to help recover lost funds
Jarvis, a pension fintech that empowers employees to actively plan for their retirement, has launched a free pensions tr…
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Downing: Probate delays force clients to cash in investments, adviser research shows
Clients affected by delays in granting probate are being forced to cash in investments and savings to bridge the gap, ne…
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The ‘bouncebackability’ of US equities: why history is a guide on how quickly we could see a recovery
Written by Daniel Casali, Chief Investment Strategist at wealth management firm Evelyn Partners, says the S&P 500 ty…
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EISA: The key to mastering investment performance communication
All exits, including failures, should be shown in compiling an IRR. Quoted returns and projections should exclude tax re…
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ChatGPT AI Barbie trend: expert warns it could come at a cost – hidden dangers you need to know
Essentially, when you upload a photo to an AI art generator, you’re giving away your biometric data (your face). Some AI…
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Propertymark responds to Rightmove’s latest Commerical Insights Tracker Report
MPowered Mortgages, the one day mortgage lender, has cut its full range of fixed mortgage rates, again, in response to s…
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Discover the Deepbridge Estate Planning Service fund
With renewable energy and green alternatives becoming ever more present in the modern world, the financial services space is also facing pressure…
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What the Autumn Budget means for tax-efficient investments | GBI 47 | November/December 2024
As we approach the close of another year, we are pleased to bring you the final edition of GBI Magazine for 2024.…
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Your paraplanner voice matters! Be part of The Lang Cat’s 7th annual State of the Advice Nation…
Steve Nelson, Insight Director at The Lang Cat, shares his reflections on the evolution of the advice profession and the importance of…
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How bottom-up stockpicking can make a multi-asset portfolio truly diversified
Written by Orbis Investments Recent market shifts suggest we’re moving towards an environment that could be beneficial for long-term bottom-up stockpickers willing…
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CFA Institute highlights solutions for net-zero investing: Benchmarks, incentives, and time horizons critical for investors
As investors worldwide intensify their efforts to mitigate climate change, CFA Institute, the global association of investment professionals, has released a new…
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Principality Building Society joins Iress’s Lender Connect
Iress today announces Principality Building Society (Principality) is live with its Lender Connect software, which aims to help mortgages move faster by using…
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Schroders Personal Wealth appoints Martin Andrew to its board
Schroders Personal Wealth (SPW) – the joint venture between two of the most established entities in the UK financial services industry, Lloyds…
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Invesco: Fixed Income ETF flows remain resilient despite bond market turbulence
Written by Paul Syms, Head of EMEA ETF Fixed Income and Commodity Product Management at Invesco Bond markets broadly performed poorly in…
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Two thirds of asset managers expect a significant rise in margin pressure in the next two years
The asset management industry is set to face increased commercial pressures in the next two years, with two in three (65%) of…
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United Trust Bank Asset Finance to launch in Scotland
United Trust Bank (UTB) Asset Finance has revealed that it intends to expand its activities in Scotland and increase its support to brokers…
