Brandon Russell
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Benchmark Academy delivers on aim to build next generation of Chartered Financial Planners
Benchmark Capital launched the Benchmark Academy in January 2022. The Academy is a dedicated resource which will help build successful careers in…
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Why the recent Philip v Barclays Bank CoP judgment has consequences for IFAs – legal commentary
The Court of Appeal’s decision in Philip v Barclays Bank is one which all financial advisers should note with interest. The case…
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CEO at Key Later Life Finance comments on Equity Release Council Q1 2022 market statistics
Will Hale, CEO at Key Later Life Finance, said: “Today’s figures from the Equity Release Council (ERC) reporting £1.53 billion of lending in Q1…
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SJP’s Tony Wickenden discuses HMRC’s latest inheritance tax receipts
Tony Wickenden, managing director of Technical Connection, SJP comments on HMRC’s latest inheritance tax receipts: “The latest HMRC stats on inheritance tax receipts…
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Perspective acquires £50m AUM firm in Huntingdon
Perspective Financial Group Ltd (Perspective) has acquired Ramsey Financial (Cambs) Ltd based in Huntingdon, Cambridgeshire, which has £50m AUM and 330 households…
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M&G Wealth adds to model portfolio range
M&G Wealth has added a new range of six model portfolios focused on investing globally and incorporating environmental, social and governance (ESG)…
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3D investing publish their 13th issue of ‘The Good Investment Review’
The Good Investment Review, the twice-yearly publication compiled by Square Mile’s 3D Investing offering insight and analysis of the world of responsible investment,…
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10 digital issues to address in financial services to deliver a frictionless customer experience
Today’s financial institutions face a data deluge brought on by digital transformation. But according to M-Files, a global leader in information management,…
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Macron and the markets: Analysis of the French election outcome
By Nicolas Sopel, Senior Macro Strategist at Quintet Private Bank. Emmanuel Macron won a second term as French President, defeating Marine Le…
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3 tips to consider when dealing with a client who is at risk of making poor financial decisions due to stress
By Luke Worthy, Wealth Planner at Kingswood. It’s a well-known fact that stress can cloud judgement. In any situation, this can be…
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