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Trending Articles
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Renters’ Rights Bill – what you need to know
The Renters’ Rights Bill is an extremely important piece of legislation for anyone who rents their home. For those in En…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transfor…
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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti’s Bernadine Reese
In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory develop…
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Triple Point and Noriker Power’s new £15 million debt facility accelerates UK & Ireland battery storage development
Triple Point, the purpose-led investment manager, and Noriker Power, a leading independent energy developer and integrat…
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38% of SME business owners weighing up UK exit as costs and taxes rise
New independent research commissioned by Handelsbanken Wealth & Asset Management reveals that 38% of SME business ow…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the a…
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Inheritance Tax enjoys record £8.2 billion tax haul in 2024/25; £750 million up on prior year
This morning’s tax receipts update from HMRC shows that Inheritance Tax (IHT) receipts registered a record high total of…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says instit…
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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
M&G announces a partnership with platform technology provider FNZ, paving the way for greater access to its flagship…
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AJ Bell Investcentre launches Gilt MPS charging 0.10% per year
AJ Bell Investcentre is today pleased to announce the launch of a new ‘Gilt MPS’ range that will carry a very low invest…
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Banking Reform Only “Half Complete”
The thinktank ResPublica has published its research paper on the banking sector and it challenges the idea that the banking reform is…
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Death Star Neutralised
The City of London death star has been neutralised. In case you’re wondering which death star, as though you might have missed…
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Aberdeen Says SWIP Integration On-Track
Aberdeen Asset Management says the integration of Scottish Widows Investment Partnership (SWIP) is on schedule. Aberdeen acquired SWIP in March this year…
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The Tesco Tax Opportunity
Fee Fi Fo Fum, this here market's looking dumb. This weekend’s talk of a ‘Tesco Tax’ (basically, a local authority levy on big…
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Victorian Values
Michael Wilson wonders how our antecedents would have coped with the pace of modern life? The house where I live was once occupied…
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Oops, so you’ve goofed?
Okay, so you’ve made a mistake and it’s time to fess up to the regulator and tidy up the mess. What comes first,…
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Goodfellas
Client Richard Harvey continues his cinematic theme with a somewhat more complimentary observation about advisers …..Meanwhile, my IFA mate Nigel – the…
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UK Economy is Ahead of 2008
The UK economy is now 0.2% ahead of its pre-crisis peak (first quarter, 2008). This was confirmed with figures out this morning…
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A Few Boos From the Audience
Transparency? Long-suffering client Richard Harvey reels off a celluloid complaint or two Tsk, tsk, tsk ladies and gents. We really aren’t sticking…
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‘Balanced’ Portfolios – But How?
So-called ‘balanced funds’ performed well over the last two decades, says Nick Samouilhan, multi-asset manager at Aviva Investors. But the gilts argument…
