Chloe Gronow
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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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The year of MPS – financial advisers set to increase use of Managed Portfolio Services (MPS) in year ahead
2026 is the year of Managed Portfolio Services (MPS), with nine in ten (91%) financial advisers and IFAs currently using MPS for…
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Aveni selected by Quilter to support deployment of AI powered support across adviser network
Quilter Financial Planning, has selected AI-specialist fintech Aveni to support the introduction of AI into day-to-day advice operations, with its product Aveni Assist now…
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Wealth Club launches the UK’s first private markets pension amid high market volatility
Wealth Club, has launched the UK’s first dedicated Private Markets Self Invested Personal Pension (SIPP). UK individuals can now invest in a…
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Appetite for gilts shifting as fund groups become concerned with UK’s potential lurch to the left
Fund groups believe political instability is already having an impact on allocations to UK assets, Quilter’s latest Investor Trends survey has found.…
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Market report: stocks whipsaw, oil pares on Iran resolution hopes
Emma Wall, Chief Investment Strategist at Hargreaves Lansdown, looks at how markets reacted to the latest twist in Middle East tensions, as…
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An adviser’s toolkit for tax year-end planning with VCTs, EIS and SEIS
As the tax year draws to a close, tax-efficient investments once again move sharply into focus for advisers supporting high-earning and sophisticated…
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ISA millionaires set to more than treble over three years
The number of ISA millionaires looks set to more than treble in just three years to over £17,500 by April 2026, according…
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Iran conflict: Market pressures will not unwind quickly despite Trump’s pause
Patience and discipline remain essential for investors, says Rathbones’ John Wyn Evans, Head of Market AnalysisMarkets drifting lower day‑by‑day in absence of…
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Investors’ interest in green transition remains steadfast, despite ‘gloomy’ political backdrop
Latest research from Quilter has found that more than four in ten (42%) investors want the option to invest in companies enabling…
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