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Trending Articles
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Four deadly investment scams draining British bank accounts right now
With more Brits turning to investing to build their savings and plan for the future, fraudsters are finding new ways to…
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Mortgage & Property experts respond to the latest HMRC property transactions data
Following the release of the latest HMRC property transaction figures, we hear from a range of experts, who have shared…
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Advisers trapped by traditional marketing tactics and tight budgets, Unbiased study shows
New research by Unbiased, the UK’s leading financial advice platform, reveals that financial advisers are facing an uphi…
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Aviva completes a £700m buy-in deal with the ABB Plan
Aviva has today announced the successful completion of a £700 million bulk purchase annuity (BPA) buy-in transaction wit…
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Summer of legal shakeups: what financial planners need to know
Business and Development, Exclusives
In a summer marked by landmark family law rulings, financial planners and lawyers face significant implications for how…
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Consumer Duty has not shortened the small print; financial T&Cs remain as long as classic novels two years on
Two years since the Financial Conduct Authority’s (FCA) Consumer Duty came into force, and Fairer Finance’s latest analy…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and…
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Moneyfacts: Why are mortgage rates climbing again?
Mortgage rates have started to creep up again despite a recent cut in the Bank of England’s base rate, as rising swap ra…
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Carlyle to acquire intelliflo from Invesco
Global investment firm Carlyle (NASDAQ: CG) and Invesco (NYSE: IVZ), a leading global asset management firm, announced t…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choi…
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Study finds retail investors plan to switch investments into funds with a strong carbon neutral footprint
Some 28% of UK retail investors believe over the next five years, they will increasingly switch money from funds where they are…
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Financial watchdog blocks thousands of misleading ads
The Financial Conduct Authority (FCA) required firms to amend or remove 8,582 promotions during 2022 – 14 times more than 2021, a…
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Who is the England v Scotland of the asset management industry?
A classic rivalry: why the front and back offices must make amends and automate Murray Campbell, CASS business consultant at automated-reconciliation firm…
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Dynamic Planner relaunches website
Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs. Mirroring…
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CGT Calculator, flexi-access drawdown and pricing overview in top 10 most-searched features in adviser platform due diligence
Whether a platform has a capital gains tax calculator or not is one of the top 10 most-searched features in advice professionals’…
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Coventry for Intermediaries expands BTL range with 2 year fixed rates
Coventry for Intermediaries has launched 2 year fixed rates for new Buy to Let and Portfolio Landlord customers, ranging from 50-75% LTV,…
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Why are experts suggesting EIS needs to be at least 5% of your portfolio?
Recent research demonstrates that increasingly, EIS is being seen as a crucial part of an IFA’s portfolio, and should necessitate at least 5%…
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Fit for the future
Jeffrey Faustin, Chief Investment Officer at Jenson Funding Partners, discussed with GBI Magazine how his team are utilising various methods of diversification…
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Fulfilling your business goals in 2023
Many advisers will be thinking that 2023 is the time for them to consider exit strategies. But what might doing that actually…
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Choppy waters: overcoming investor anxiety
As 2023 gets underway and we look to the future, these are nervous times for many advisers’ clients. With little relief from…