Brandon Russell
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Quilter announces next instalment of platform enhancements
As part of its ongoing roadmap of improvements and its commitment to improving adviser and client experience, Quilter has today announced the…
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CGT landscape set for transformative shift as advisers grapple with 260,000 individuals entering scope for first time
Written by Simon Harryman, Senior Business Development Director at Ingenious The landscape of Capital Gains Tax (CGT) is undergoing a transformative shift…
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5.2 million of over 55s don’t know if their estates will be taxed
A quarter (25%) of over 55s – equivalent to 5.2 million – do not know if their estates will get charged inheritance…
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DLA Piper expands Insurance capabilities with appointment of new Insurance M&A partner
DLA Piper has appointed a new partner in its insurance team. Effective 18 March 2024, Carl Hotton will join the firm’s London…
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AllianzGI: Caution and patience for the Fed
Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors, has commented ahead of the Fed meeting this week. He said: “Expectations…
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MagiClick partners with Nomo to launch new intermediary website
MagiClick, the award-winning digital agency, has announced a new partnership with the Sharia-compliant digital bank, Nomo, with the launch of the bank’s…
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Why transforming data management to meet compliance regulations can help wealth management firms unlock wider business benefits
Written by Tim FitzGerald, Financial Services Manager, InterSystems UK & Ireland Wealth management firms are facing a constantly evolving regulatory landscape, in…
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Avoid rent control and create a workable long-term strategy for the private rented sector
Propertymark gave oral evidence to the Welsh Parliament’s Local Government and Housing Committee inquiry into the private rented sector (PRS) on 13…
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Advisers highlight key areas for future Government pension policy
Survey findings from the latest NextWealth: Managing Lifetime Wealth report, sponsored by Aegon, reveals a strong desire for future Government reform among…
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Lyfeguard joins forces with Adviser Services Holdings Limited to streamline data access for IFAs
Lyfeguard, the innovative SaaS fintech company revolutionising client management and engagement in the financial advisory sector, has partnered with Adviser Services Holdings…
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