Rebecca Tomes
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‘Being consistent and not reacting to uncertainty’ 7IM’s Jaffar on quarterly model rebalance
Salim Jaffar, Investment Analyst at 7IM comments on 7IM’s quarterly model rebalance Quarterly review The past quarter has been yet another volatile…
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How Open Banking can change the wealth management industry
By James Hickman, CCO of Ecospend With the average age of a financial adviser sitting at around 55 and over 90 percent…
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Lib Dems table amendment to close ‘victim-blaming” fraud loophole
MPs will today debate a Liberal Democrat amendment to close a loophole that would allow banks to refuse to reimburse scam victims.…
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David Ostojitsch joins PIMFA as Director of Government Relations and Policy
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has announced the appointment of…
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Invesco’s Kristina Hooper – A December to remember for the global economy
Will investors’ wishes for a “Santa Claus Rally” in equity markets be granted this year? A lot will depend on what unfolds…
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Brokers react to turbulent changes in the mortgage market by recording low levels of satisfaction with mortgage lenders
New research out today from Smart Money People, the UK’s dedicated financial services review site, has found that broker satisfaction with UK…
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MSCI 2023 ESG & Climate Trends to Watch report identifies new risk landscape for investors
Rising geopolitical tensions, soaring inflation, and regulatory change underpin MSCI’s 11th annual ESG & Climate Trends to Watch report – an analysis of more…
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FCA ramps up influencer and Buy Now Pay Later crackdown
Laura Suter, head of personal finance at AJ Bell, comments on the FCA’s latest consultation on financial promotions: “The regulator is turning…
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Report links depression and the cost of living crisis – but are advisers seeing evidence with clients? Reaction
As the cost of living crisis continues to hit families and businesses alike, the ONS published a report this morning about depression and…
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Has market volatility caused investors to tolerate depreciation or withdraw from equities in 2022?
The severe downturns experienced in 2022 have left equity managers having to explain to investors the longer-term benefits of a consistent process…
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