Chloe Gronow
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CII Group strengthens leadership with two Executive appointments
The Chartered Insurance Institute (CII) Group has today (Friday 1 May) announced the appointment of two new Executive Directors, further strengthening its…
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Earnings boom overshadows Middle East gloom
Matt Britzman, senior equity analyst at Hargreaves Lansdown, highlights the resilience in global markets as strong earnings continue to outweigh concerns over…
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The rising tax toll on higher earners and pensioners – and why the peak age for earnings might be earlier than you expect
Sarah Coles, head of personal finance at AJ Bell, highlights the growing tax burden facing both higher earners and pensioners as frozen…
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Study shows AI communications surge across financial services as compliance gaps emerge
New research from Smarsh®, reveals that generative AI has rapidly evolved from an emerging tool to a fixture of daily working life for UK financial services and…
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Real value, earlier: engaging younger clients today
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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Inflation could rise to 6.2%, ‘forcing six base rate hikes’
John Wyn-Evans, head of market analysis at Rathbones, highlights the Bank of England’s increasingly hawkish tone despite leaving rates unchanged, with new…
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Pathway to the Profession drives 500 new PFS members
Nine months since its launch, the Personal Finance Society (PFS) Pathway to the Profession talent programme has reached its initial target of attracting 500 individuals…
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How can advisers meet the expectations of today’s young people?
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance…
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17% of active investors are worried about market volatility
Investment, protection and retirement specialist LV= highlights the role of smoothing in supporting advisers and their clients as new research reveals heightened…
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Great wealth transfer is reshaping what investors want from advisers
With the first of 1.1 billion baby boomers1 reaching their 80th birthday this year, the advice business is ripe for disruption as beneficiaries decide…

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