Rebecca Tomes
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SJP Financial Health Index reveals scale of household economic strain across the country – and complexities underlying a clear North-South divide
Overall financial health is four times higher in the South East than in the North East Yet high costs of living mean…
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Canaccord Genuity Group INC., through its wealth management business in the UK announces acquisition of Punter Southall Wealth
Acquisition further expands Canaccord Genuity Wealth Management’s footprint in the UK and increases the scale of its financial planning capability. Canaccord Genuity…
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Franklin Templeton’s Sonal Desai on inflation
The US Federal Reserve finally acknowledged inflation is not a “transitory” problem and signalled a greater degree of concern; but investors seem…
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How can investors balance climate change goals with providing growth for retirement income?
With COP26 now over CAMRADATA’s latest whitepaper, Climate Aligned Investing asks what more long-term investors can do to become climate-aligned, given the…
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The IA responds to the recommendations from the Joint Committee scrutinising the Draft Online Safety Bill
Responding to the recommendations in the report published today by the Joint Committee scrutinising the Draft Online Safety Bill, Chris Cummings, Chief…
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Mind the ESG knowledge gap as over half (55%) admit they don’t understand what sustainable investment is
Nearly three quarters (72%) of those surveyed are concerned about environmental issues but less than one in ten (9%) invest in funds…
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Congratulations to Lexington WM on becoming a CISI Accredited Financial Planning Firm
The CISI’s exclusive list of Accredited Financial Planning FirmsTM has increased with the addition of Wiltshire based Lexington Wealth Management. Lexington joins…
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Jobs data points to an interest rate rise
Laith Khalaf, head of investment analysis at AJ Bell, comments on the latest labour market statistics from the ONS: “These latest figures…
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Health and wellbeing support will become increasingly comprehensive in 2022, says RedArc
Workplace health and wellbeing support will become increasingly comprehensive and sophisticated in 2022, according to RedArc, the nurse-led wellbeing service. Christine Husbands,…
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Advisers helping their clients rebuild after pandemic
New research from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, shows advisers are…

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