Meg Bratley
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Growthinvest story – giving wider access to portfolio data to IFAS
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments GrowthInvest, the alternative investment platform,…
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State of the advice nation | The lang cat’s 7th annual report reveals advisers in positive mood
Advice firm owners bullish as majority (80%) report increased turnover, though energy levels are lagging The lang cat’s seventh annual State of the…
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AXA IM – Green bonds set to break new records in 2025 as net zero demand remains massive
Written by Johann Plé, Senior Portfolio Manager at AXA IM The green bond market is poised to break new records in 2025…
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Santander unveils new broker pledges
Santander for Intermediaries has today unveiled three new broker pledges for 2025, as it aims to address some of the most common…
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Moneyfacts assess how interest rates have been impacting mortgage and savings rates
Fixed rate mortgages are on the rise, despite Bank of England base rate cuts in 2024, and savers are under threat. Moneyfactscompare.co.uk has analysed…
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Launch of the EQ investors sustainable world model portfolios
EQ Investors (EQ), the B Corp wealth manager, has expanded its range of model portfolios with the introduction of the EQ Sustainable…
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Ten key focus areas for UK-regulated financial services in 2025
As 2025 begins, global law firm Latham & Watkins has published a comprehensive report identifying 10 critical focus areas for UK-regulated financial…
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AJ Bell calls for Lifetime ISA rules changes alongside package of ISA reforms to boost investment
AJ Bell is calling on government to strengthen the appeal of the Lifetime ISA as part of a broader package of ISA…
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St. James’s Place partners with Dynamic Planner to provide client risk profiling at scale
St. James’s Place (SJP) has reported today that it has entered into a long-term partnership with Dynamic Planner, the UK’s leading digital…
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Hinckley Rugby Building Society simplifies core mortgage products by integrating JBSP criteria
Hinckley & Rugby Building Society has simplified its mortgage offering by merging its Joint Borrower Sole Proprietor (JBSP) and Standard product ranges…
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