Rebecca Tomes
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Regular financial planning linked to improved mental and physical health
A new study by HSBC Life – HSBC’s insurance business – confirms the intrinsic link between financial planning and improved mental and…
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PruFund Planet range launches on International Portfolio Bond
M&G plc today announces the launch of the PruFund Planet range of funds on its International Portfolio Bond. PruFund Planet is the…
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New anti-scam measures need proper resourcing
New rules designed to protect people who transfer their pensions from scammers will come into force next week (30th November), but a…
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A third of clients more risk averse post-pandemic
A third (33%) of advised individuals want less investment risk than they did before the UK went into lockdown. However, a quarter…
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Borderless Capital closes $10M PLANETS.Fund to build green data economy on Algorand
Borderless Capital, the Miami-based venture capital firm dedicated to the Algorand ecosystem, announced today the closing of PLANETS.Fund, a $10M fund focused…
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7IM adds Cautious model portfolio to its Passive MPS range
7IM has launched a Cautious portfolio within its Passive Model Portfolio Service (MPS) range available to financial advisers. The new model will…
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STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice
“Blended families” have increased sharply since 2011, research shows But legislation has not kept pace with the changes in families STEP is…
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Property sales plummet, as the market heads for hibernation
Property sales (not seasonally adjusted) plummeted to 85,090 in October – down 48.4% from September, and down 30.1% from a year earlier.…
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Conversation, counselling, and emotional support– clients ask for more from their financial advisers
A third (34%) of financial advisers revealed that clients need more emotional support than financial, such as guidance and assistance with their…
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Hendrik du Toit’s 2022 Investment Outlook: The challenges of normalisation
While the transition to normalised monetary policy creates uncertainty for the macroeconomic outlook, continued vaccine roll-outs are expected to help underpin growth…
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