Meg Bratley
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Morningstar: UK funds Returned to Net Outflows in May, Sustainable Funds Suffer Less But BlackRock’s Inflows Increase
Morningstar has released its latest UK Fund Flows report for May 2024, showing that UK-domiciled funds returned to net outflows in May,…
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Upcoming holiday let rule-change will be taxing for landlords
Looming tax changes around furnished holiday lets and the approaching holiday season are driving inquiries for tax advice from current owners and…
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Pension transfer volumes increasing but transfer times decreasing
Latest data for Origo shows that while overall pension transfer volumes have been increasing, transfer times have been decreasing. Pension transfer volumes…
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Investing in Japan: what’s the market outlook? – Charles Stanley
By Rob Morgan, Chief Investment Analyst, Charles Stanley The Japanese stock market is suddenly in the spotlight after finally surpassing the highs…
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Cazenove Charities releases a new report outlining actionable steps for universities to align their investments to net zero
Cazenove Charities, in partnership with British Universities Finance Directors Group (BUFDG), has published a guide for universities looking to align their investments with…
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Time4Advice strengthens partnership with FinCalc
Time4Advice, the creators of CURO: the next generation wealth management solution built on Microsoft Dynamics 365, has bolstered its strategic collaboration with…
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The Openwork Partnership – New Charity Partner
The Openwork Partnership, one the UK’s largest financial services networks, has announced Young Enterprise as one of its new national charity partners…
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Women value a personal wealth service more than men – JM Finn
Understanding what drives satisfaction for different clients is essential as wealth firms look to manage the vast transfer of wealth to the…
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59% of Financial Services Employees Have Their Working Time Strictly Monitored
Report suggests leaders need to give ALL employees some autonomy and flexibility over how they accomplish their work A controlling and inflexible…
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Foster Denovo awarded highest Investors in People status for developing staff
The Financial advisory group Foster Denovo has been recognised for its excellence in developing its employees by achieving the Investors in People…
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