Sue Whitbread
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Rosebridge create new DFM proposition in collaboration with Vanguard and Redington
One of the North’s leading chartered financial planning businesses, Rosebridge, today announced the launch of its DFM arm – Rosebridge Asset Management…
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In a crisis, it’s important to keep things in perspective: IMLA issues statement amidst mortgage market concerns
There is currently a lot of discussion about the mortgage crisis, its impact on borrowers and landlords – and calls for government…
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Equities shrug off rising rates: latest market review from Kingswood’s Chief Economist, Thompson.
Rupert Thompson (pictured), Chief Economist at Kingswood, shares his latest market review, outlook and analysis as he writes: Global equities gained 2.4%…
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Fintel makes first investment through early-stage technology investment incubator, Fintel Labs, into Plannr Technologies
Fintel, the leading provider of fintech and support services to the UK retail financial services sector, today announced it has made an…
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Access FS prioritises adviser productivity with new paraplanning service
Access Financial Services, one the UK’s leading mortgage and protection firms, has announced the launch of a paraplanning service to support its…
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SJP work experience taster opens up 500 places for insights into financial advice career
St. James’s Place (SJP), the UK’s largest wealth management company, is offering work experience to 500 young people with a three-day virtual…
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Defaqto data show single asset funds now constitute over a third of fund recommendations
According to new data from Defaqto which are released today, single asset funds accounted for nearly 35% of all fund recommendations last…
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The Consumer Duty rules – where have we got to? Analysis from Compliance Consultant, Tony Catt
With the integration of the FCA’s Consumer Duty Rules just a few short weeks away, Compliance Consultant, Tony Catt, reminds…
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Opportunity knocks when investors lose faith: Ninety One’s Strategist, Mahtani, reflects on a Chinese cyclical recovery
Ninety One’s Strategist Sahil Mahtani argues that a robust Chinese cyclical recovery is still underway, in this analysis for IFA Magazine An…
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Evelyn Partners continues London team expansion with Financial Planning Director appointment
Evelyn Partners has announced the appointment of Craig Dowsett (pictured) as a Financial Planning Director in the firm’s London office. Craig is…

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