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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…
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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…
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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)…
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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…
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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…
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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,…
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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…
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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,…
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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…
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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…
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