Sue Whitbread
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Multi-asset funds “have mislabelled risky assets as safe ones” – @Assetintell
The UK’s multi-billion pound multi-asset sector has “mislabelled” risky assets within portfolios, exposing investors to greater risks than they actually realise,…
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Morningstar teams up with UK VR start-up Mesmerise to host virtual ESG experience
Morningstar Investment Conference in Sydney, June 2-3, will offer the 600 in-person attendees the chance to experience Mesmerise’s ESG decision-making experience,…
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FCA confirms measures to protect customers from the loyalty penalty in home and motor insurance markets
The FCA has announced today that it is implementing a package of remedies to improve competition and protect home and motor insurance…
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Deepbridge secures £15m commitment from British Business Investments
Funds will be deployed alongside Deepbridge’s Enterprise Investment Scheme (EIS) funds and angel syndicate Commitment through the Regional Angels Programme will support…
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Email encryption will become de rigueur for all financial services companies as pressure from cybercrime increases, says @Origo_Services CEO
Origo CEO Anthony Rafferty (pictured) believes the ever increasing pressure from cybercriminal activity will see all financial services firms seek to reduce…
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M&G Wealth appoints Ignition for new advice proposition
M&G Wealth has announced that it has appointed Ignition Advice to develop a new low-cost hybrid digital advice offering. According to the…
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Adalpha platform rebranded ‘Touch by AJ Bell’
AJ Bell has announced that it is to rebrand the recently acquired Adalpha platform to ‘Touch by AJ Bell’. According to the…
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@PIMFA_ voices disappointment at fee approach for Appointed Representatives
PIMFA, the trade association for the wealth management, investment services and financial advice industry, has voiced its disappointment at recent proposals put…
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Hundreds of thousands of taxpayers to be affected as landmark case challenges high income child benefit charge
The outcome of this case will affect hundreds of thousands of taxpayers subject to the controversial High Income Child Benefit Charge…
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Investment Fraud Uncovered – law firm @Stevens_Bolton LLP on what advisers need to know
By Sarah Murray (pictured), Partner, and Katie Philipson, Senior Associate at law firm Stevens & Bolton LLP There has been increasing coverage…

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