Sue Whitbread
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Spring Statement: Blockbuster unlikely, but announcements could weigh on UK economy & personal finances
Whilst the Chancellor is unlikely to announce any major policy decisions in next Tuesday’s Spring Statement, we will get to hear the…
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Pick ‘n’ mix platform strategies persist as Model-b seen as a trade-off in latest NextWealth report
The shape of the adviser platform market is being moulded less by headline model shifts and more by execution, according to NextWealth’s…
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NS&I reduces prize fund rate and lengthens odds for Premium Bonds
NS&I has reported this morning that it is reducing the Premium Bonds prize fund rate to 3.30% with effect from the April…
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How the 2020s are seeing markets take on a very different shape from the 2010s – latest analysis from AJ Bell’s Russ Mould
As we all know, Bitcoin, equities and bonds did best for investors in the 2010s, while commodities lagged behind. But the picture…
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Tax planning and retirement income are top priorities for 2026 | Morningstar Wealth’s Steve Owen shares practical tips
With the end of the tax year looming and numerous changes from last November’s Autumn Budget coming into effect, tax planning and…
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From AI euphoria to AI panic | Count Finance’s Laura Cornely comments on the sharp sell off in Wealth Management stocks
Artificial intelligence has fallen from hero to hazard in record time, says Laura Cornely, Director at Count Finance. After news of the…
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AI threatening wealth managers as share prices drop| Insight from Oxford Risk’s Greg B.Davies
Following the launch of an AI tax tool, shares in many Wealth Management companies took a bit of a pounding on the…
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Canaccord Wealth unveils new International MPS Lite range
Investment manager Canaccord Wealth has launched a new International Managed Portfolio Service (MPS) range, available exclusively on the Novia Global platform. The…
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When one becomes two: M&G’s Les Cameron shares a timely reminder of the tax advantages of marriage or civil partnerships
It may be Valentine’s Day this weekend, but Les Cameron, Head of Technical at M&G, isn’t getting too carried away with romantic…
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Dynamic Planner sets out vision to close advice gap by working with firms to unlock their trusted advice at scale
IFA Magazine’s Jenny Hunter and Meg Bratley are at Dynamic Planner’s annual conference today, entitled ‘Unlocking Trusted Advice’. As part of the…
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