Chloe Gronow
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Patrick Murphy on why the future of advice must be hybrid — reflections from 50 years in the profession
After more than fifty years in financial planning — working with families, business owners, retirees and people simply trying to make sense…
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Fidelity research highlights growing adviser focus on intergenerational wealth as client demand accelerates
Advisers are increasingly focused on supporting clients with intergenerational wealth planning as client demand rises, according to the latest IFA DNA study from Fidelity…
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AJ Bell CEO warns Reeves’ ISA reforms ‘doomed to fail’ in boosting retail investing
AJ Bell CEO Michael Summersgill has warned the Chancellor that proposed ISA reforms are “doomed to fail” in encouraging long-term investing, arguing…
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UK retail investors expect the FTSE 100 to outperform in 2026 as ‘home bias’ deepens, new data shows
Two-thirds of UK retail investors (66%) say that they feel confident about the prospects of positive investment returns in 2026, according to…
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Isio: Gold’s rally reinforces the appeal of income-generating defensive credit
Tom Wilson, Head of Credit Research at Isio, considers whether gold’s powerful rally truly offers dependable protection for investors. He notes that…
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New inheritance tax risks emerge from Reeves’ Budget for those who made their own wills, legal experts warn
A legal expert has warned that Rachel Reeves’ new Budget changes could significantly affect how people write and update their wills, and…
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Hargreaves Lansdown appoints new Chief People Officer
Hargreaves Lansdown has appointed Lisa Hillier as its new Chief People Officer, as of January 2025. Lisa brings significant experience in building…
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Labour market still weak despite some positive notes
Danni Hewson, Head of Financial Analysis at AJ Bell, assesses a UK labour market still under strain as unemployment remains at a…
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Blue Monday, Bright Returns: Why markets are making investors smile
Blue Monday may have a reputation as the gloomiest day of the year, but investors reviewing their portfolios this January have plenty…
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Big day for retail investors as rule changes make it easier to back fundraisings, IPOs and to buy corporate bonds
Dan Coatsworth, Head of Markets at AJ Bell, explains how new rules on public offers, IPOs and corporate bond issues could open…
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