Matt Williams
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Podcast #83 Purely Paraplanning: The lang cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is…
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General Election: VCTs call for reforms to encourage investment in high-growth businesses
With the General Election barely two weeks away, both the Conservatives and Labour have been promoting a pro-growth agenda, with Labour promising to prioritise “wealth creation”…
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Number of wealthy individuals suspected of ‘serious tax evasion’ almost doubled says Pinsent Masons
The number of wealthy individuals HMRC suspects of ‘serious tax evasion’ jumped 95% to 172 individuals in the last 12 months*, up…
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The Chartered Insurance Institute (CII) announces two new board members
The Chartered Insurance Institute (CII) has announced the appointment of two new Board members; Dr Desmond Bermingham, Chair of the Education &…
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Invesco 2024 Midyear Global Markets Outlook: Is it time to reset, rethink, and refresh?
Invesco, one of the world’s largest global asset managers, yesterday hosted its 2024 Midyear Investment Outlook, which saw experts from across the business…
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Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months
Research among wealth managers, financial advisers and financial planners across the UK, commissioned by Rathbones Asset Management Ltd, the fund management arm…
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My Pension Expert achieves B Corp status
My Pension Expert has secured B Corp status, demonstrating the company’s ongoing commitment to meeting high standards of social and environmental performance.…
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EFG Harris Allday achieves CISI Chartered Firm™ status
UK Investment management firm EFG Harris Allday has achieved CISI Chartered Firm™ status. Founded in 1834, with a Birmingham headquarters and three…
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FE fundinfo adviser survey reveals almost a third of advisers use custom MPS solutions
FE fundinfo has released the results of its 2024 Financial Adviser survey revealing the key priorities, challenges and common approaches as financial…
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NI&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
On this, the latest New Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the…
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