Sue Whitbread
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Congratulations to STEP as it celebrates 30 years of advising families across generations
STEP, the professional association for practitioners who advise families across generations, today celebrates 30 years of being at the forefront of change…
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The Openwork Partnership expands graduate recruitment scheme
The Openwork Partnership has announced today that it is investing in the class of 2022 by expanding its successful graduate recruitment scheme…
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FCA consults on reforms to improve the effectiveness of UK primary markets
The FCA has today launched a consultation on a series of proposed reforms to improve the effectiveness of UK primary markets, alongside…
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Hundreds of thousands of taxpayers to benefit as HMRC loses landmark case challenging high income child benefit charge
· HMRC has lost its Upper Tribunal appeal – on every point – in Jason Wilkes’ leading case on the controversial High Income Child Benefit Charge (the HICBC) · …
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Asset Intelligence Portfolio Management seeks to tackle multi-asset flaws with new dual-fund solution
Asset Intelligence Portfolio Management (AIPM), the Midlands-based discretionary fund manager, has today announced the launch of its unique, research-led dual-fund investment solution…
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Congratulations Mackenzie FP, Smart Financial and Mercury WM – @CISI’s latest Accredited Firms
Smart Financial based in Cheshire, Mackenzie Financial Planning in Bury, Lancashire and Mercury Wealth Management in Stockton-on-Tees, County Durham have joined an…
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FCA consults on further climate-related disclosure rules
The FCA has published new proposals on climate-related disclosure rules for listed companies and certain regulated firms. The proposals follow the introduction of…
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Three things for investors to watch this week – George Lagarias, chief economist at @Mazars_UK
Last week featured a rarity: a hawkish Fed George Lagarias, chief economist at Mazars, on three things for investors to watch this…
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M&G launches equity impact fund to focus on better health and well-being
M&G Investments has annouced the launch of an equity strategy that will it says will invest in companies whose products or services…
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Nearly half of financial advisers, representing $368 billion of assets, considering M&A says Dimensional
DIMENSIONAL FUND ADVISORS RELEASES DATA FROM THE M&A SECTION OF ITS 2020 GLOBAL ADVISOR STUDY, ONE OF THE LARGEST GLOBAL ADVISOR…

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