Sue Whitbread
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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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FinCalc integrates Just Group’s innovative guaranteed income producing asset
Just Group’s guaranteed income producing asset has been integrated into FinCalc’s comprehensive cashflow modelling software. The guaranteed income producing asset helps DFMs…
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US rates on hold as Fed pauses hikes – for now: investment experts react
Following the news from the US FOMC that the Fed will be keeping interest rates in the 5.00 to 5.25% range, as…
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Is there a glimmer of light in the mortgage market? Brokers not so sure
With average mortgage rates not rising as sharply and the number of residential products rising above 5,000 again today, UK newswire Newspage,…
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CII seeks future leaders for its 2023 New Generation Programme
The Chartered Insurance Institute (CII) has said today that it is seeking rising stars from across the profession to join its flagship…
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Innovative new ‘untrade body’, The Broker Collective, launched to support mortgage brokers and their clients
In an interesting development, a brand new organisation representing mortgage brokers, named ‘The Broker Collective’, was launched yesterday. The Broker Collective refers…
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