Rebecca Tomes
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Poll: 100% of paraplanners say hybrid advice would save them time on key advice processes
Paraplanners believe that if their firm adopted hybrid advice into the business it would help them save time on key advice processes…
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Fidelity International: Three key themes for ESG in 2022
As the dust settles in the wake of COP26, Fidelity International (Fidelity) highlights three key ESG themes for 2022, outlining how the…
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Silent Cyber: a threat for financial advisers?
By Chris Davies, Executive Director & Co-Lead of IFA Business Unit at Howden The way many of us work has seen a…
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Oxford Capital and YZR Capital lead $2.5 million fundraising round for National MRI
The country faces record numbers of people waiting for diagnostic imaging with the number of people waiting more than three months for…
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Aegon comments on FCA’s stronger nudge final rules
Steven Cameron, Pensions Director at Aegon comments on the FCA’s Policy Statement on stronger nudges to pensions guidance published today. Steven Cameron,…
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7IM Model Portfolios pare back equities despite growing economic momentum
2020 hit the reset button on a decade of lacklustre growth, says Salim Jaffar, Investment Analyst at 7IM. A new era of…
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Long term outlook: Stocks are expensive but there are opportunities still to be had
Peter Spijkman, senior investment specialist, outlines his outlook for equities in Aegon Asset Management’s 2021 Long Term Outlook. Are there opportunities amid…
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Intelliflo launches new and improved ‘intelliflo planning’
The powerful cashflow planning tool, which replaces i4C, is quicker and easier for advisers to build, adapt and stress-test clients’ plans. Designed…
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2022 multi asset outlook: watching the tide not the waves
By Invesco’s Multi Asset team …
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Government sets out plans to water down automatic enrolment charge cap
Performance fees often levied by high-risk private equity and venture capital funds could be exempted from the 0.75% automatic enrolment charge cap…
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