Rebecca Tomes
-
The world of wealth management: Three themes that have defined the decade | Ten Year Retrospective from JM Finn’s Freddie Woodhead
Part of our series of retrospective blogs celebrating IFA Magazine’s ten year anniversary, Freddie Woodhead, Investment manager at JM Finn, highlights three…
-
RBC’s ‘Sustainability Profile’ – a new client reporting tool
RBC Wealth Management has introduced a new reporting feature to analyse the sustainability credentials of client investment portfolios based on a set…
-
Investec Wealth & Investment makes CIO appointment
Investec Wealth & Investment UK (IW&I) has announced the appointment of Stacey Parrinder-Johnson as Chief Investment Officer (CIO). Stacey (pictured) will lead…
-
Earnings calls are finally catching up with demand for ESG
By Alex Ions, Head of Alternative Data Research, and Euan Mackay, Research Analyst, at AXA Investment Managers Rosenberg Equities. Natural language processing…
-
4 in 5 advisers go beyond strict ‘money matters’ to ask clients about meaning, purpose and happiness
Aegon research highlights that the majority of advisers go beyond dealing with pure financial matters with their retirement clients to provide coaching…
-
Post-Covid UK recovery is sending growth to the regions
The Post-Covid economic recovery in the UK is being channelled towards regional cities, says Martha Peyton, managing director and head of global…
-
Liontrust’s David Roberts on chocolate, flying, and the importance of hidden inflation
David Roberts, head of the global fixed income team at Liontrust, shares his thoughts on UK CPI. “The news that UK CPI…
-
John Moret Calls On The FCA for A Measurement Mechanism As IIC Responds To The Consumer Duty Consultation
Greater clarity needed on measurement mechanisms to aid performance monitoring and benchmarking Unintended consequences for good firms Financial services firms tend to…
-
Regulations more challenging than Covid, say advisers
UK advisers say regulations present more of a challenge than Covid-19 mutations, volatile markets and Brexit, new research shows. A CoreData Research…
-
Tilney Smith & Williamson strengthens London financial planning team with James Weston appointment
Tilney Smith & Williamson, the leading wealth management and professional services group, has strengthened its London financial planning team with the appointment…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
