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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
Last year’s introduction of Consumer Duty was a massive regulatory change for advisers. But what have been the main impacts of it?…
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Global HNW population & wealth back to record levels despite global instability finds Capgemini
The Capgemini Research Institute’s World Wealth Report 2024, published today, reveals the number of high-net-worth individuals[1] (HNWIs)and their wealth reached unprecedented levels…
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Worcester-based financial management firm acquired by MPA
Warwickshire-based wealth management specialist, MPA Financial Management, has successfully completed the acquisition of Worcester-based Suckling Waddington and Partners (SWP) as part of a…
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50 Investors write to Amazon expressing concerns over workers’ rights
Sustainable investment pioneer, CCLA Investment Management has sent a letter to Amazon supported by 50 investor signatories representing over $1.2 trillion in assets under…
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LCP: A quarter of trustees think fiduciary duty shift will help tackle climate risks
Data released by LCP highlights that a significant number in the industry believe that managing systemic climate risk should form part of…
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Twenty7tec’s May mortgage report reveals activity is down but promising signs for First Time Buyers
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for May 2024 as follows: Nathan Reilly, director at Twenty7tec, says:…
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Phoenix Group launches new Climate Aware Equity Benchmarks as part of portfolio decarbonisation strategy
Phoenix Group has today launched a bespoke “Climate Aware” index series in collaboration with FTSE Russell, an LSEG business. The FTSE Phoenix…
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MoneyFactsCompare: Are the big banks complying with their Consumer Duty obligations?
Data from Moneyfactscompare.co.uk shows that the big banks are continuing to offer easy access savings rates well below the average, despite their continued obligation…
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Square Mile Academy of Funds: Check out the winners and losers in latest fund Ratings Round-Up
Analysts at Square Mile Investment Consulting and Research (Square Mile) have conducted 46 interviews with investment professionals from 28 asset management groups…
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Make sure your advice business is ready for the AI revolution: Fintel IQ’s Kyle Augustin has practical tips for kick starting your journey
Kyle Augustin is CEO at Fintel IQ. In this article he gives us a look at what an AI assisted advice firm…
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