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An alternative approach to investing in US equities: Accessing the S&P 500 with an ESG overlay
The S&P 500 is the most important US equity index which provides exposure to the largest US companies.…
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Community of female financial experts, Independent Women, expands nationwide
Independent Women; founded by Lesley Mackintosh in 1997; has expanded to provide specialist wealth management advice and empower…
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ESG remains a “minefield” for advisers and wealth managers
Advisers and wealth managers are frustrated by greenwashing and their trust in sustainability claims from funds has not…
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MT Finance group secures additional £500m funding deal from J.P. Morgan
MT Finance Group, a UK specialist finance lender, today announces the completion of additional financing through J.P. Morgan…
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M&G’s Catalyst invests $57 million with pharma innovator SkyCell to improve the transportation of temperature-controlled medicines
M&G Investments has made a US$57 million investment with SkyCell – a Swiss-based technology firm that is seeking…
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5.2 million midlifers taking retirement action
5.2 MILLION, or six in ten (59%), midlifers aged 45 to 54 are taking action to save more…
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Consumer Duty 3 months on: how IFAs can harness AI to ensure every client is treated fairly
Written by Richard Bassett, VP Digital & Analytics, NICE International The Financial Conduct Authority’s new Consumer Duty has…
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Managed Portfolio Services (MPS) | Annual Report 2023/24
We are delighted to announce that our comprehensive annual Managed Portfolio Services (MPS) report is now available for…
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Industry experts react to latest HMRC property transaction figures
Following the release of the latest HMRC property transaction figures this morning, industry experts have shared their thoughts with…
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Two-thirds of employers state health & wellbeing support aids recruitment and retention
In research undertaken by Towergate Health & Protection, 66% of employers stated that the health and wellbeing support they…
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