Meg Bratley
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Revealed: England’s most active housing markets
New data analysis from Yopa, the full-service estate agents, has revealed that while the East of England has been the most active region…
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Directors’ duties in the context of family office-invested private companies: practical guidance from legal expert
Directors’ duties in the context of family office-invested private companies: practical guidance from legal expert With more and more family offices taking…
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Square Mile Academy of Funds: Ratings Round-Up for June 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 58 interviews with investment professionals from 29 asset management groups during…
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CII and SJP host first virtual reality training session
As part of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS) Consumer Duty initiatives, the first vulnerability virtual reality (VR)…
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7IM weekly investment note – Mind the productivity gap
7IM’s weekly investment note – from Ben Kumar Productivity! An absolute classic in election buzzword bingo. Everyone says it needs to be higher in the UK. One…
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Wealth providers lose 1 in 5 clients due to poor complaints procedure
· Wealth firms lose 19% of their clients due to poor complaint procedure · 44% of clients expressed difficulty in complaining to their provider…
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True Potential LLP ‘Consumer Duty: One year on’ Survey Winners Revealed
Recently, IFA Magazine conducted a survey on behalf of True Potential Wealth Management. The survey titled ‘Consumer Duty: One year on’ focused…
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PIMFA calls on Financial Ombudsman Service to address the economic imbalance between Claims Management Companies and the financial services sector
PIMFA, the trade association for wealth management, investment services and the financial advice and planning industry, has called on the Financial Ombudsman Service…
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Dynamic Planner now risk rating Omba’s Managed Portfolio Service
Dynamic Planner, the UK’s leading risk based financial planning system, has added Omba’s Managed Portfolio Service (MPS) to its growing range of over…
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The London neighbourhoods tempting buyers away
The latest market insight from London’s largest lettings and sales estate agent brand, Foxtons, has revealed which London neighbourhoods are tempting prospective buyers…
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