Chloe Gronow
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Adviser conversations linked to higher charitable giving in Wills, new research shows
Professional advisers are playing a critical role in shaping clients’ decisions to include charitable gifts in their Wills, according to new consumer…
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Fixed income back in focus as investors consider future IHT changes
With pensions set to be included in inheritance tax (IHT) calculations from 2027, conversations around how wealth is structured and ultimately passed…
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Stocks rise on Middle East optimism
Matt Britzman, senior equity analyst at Hargreaves Lansdown, looks at how improving sentiment around the Middle East is lifting global equity markets,…
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Why patience beats prediction in volatile markets – it could have left your portfolio 10% better off in 2025
Market volatility was a key feature of tax year end last year, providing an important lesson for UK investors ahead of the…
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Industry professionals react as February inflation data shows domestic pressures firming even before oil shock
The latest UK inflation figures already look dated, capturing a February backdrop that has since been overtaken by a sharp deterioration in…
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PIMFA responds to FCA’s Simplifying the Advice Rules consultation
PIMFA, the trade association representing wealth managers and financial advisers across the UK, has responded to the Financial Conduct Authority’s (FCA) Simplifying…
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PIMCO’s latest Cyclical Outlook – Layered uncertainty: Conflict, credit stress, and AI
Tiffany Wilding, Economist, and Andrew Balls, CIO Global Fixed Income at PIMCO, examine how a more uncertain and fragmented global backdrop is…
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Number of UK CFP™ professionals rises as CISI reports growth driven by younger financial planners
The CISI (Chartered Institute for Securities & Investment), the licensing body for the CFP™ mark in the UK, welcomed 76 new CFP…
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L&G to deliver better-connected experience for customers and clients with newly created Chief Customer Officer role
L&G has announced the appointment of Sarah Spooner to the newly created role of Chief Customer Officer (CCO), strengthening its commitment to…
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ValidPath Group appoints Chief Technology Officer to scale AI infrastructure for financial advice
Rimbal, the parent group of ValidPath, the network for independent financial advisers, has today announced the appointment of Brian Wagner as Chief…
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