Sue Whitbread
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Sanlam: clients prize the value delivered by informed, experienced financial advisers
Sanlam survey highlights advised clients’ views on advice Peace of mind and being kept informed on tax also important A Sanlam survey…
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Cashflow modelling key to supporting sudden surge of clients facing financial hardship, says Beaufort Group
Cashflow modelling could be one of the most helpful tools for advisers to help clients facing financial hardship because of the pandemic,…
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Intergenerational planning; research shows £293billion earmarked for younger generations
New research* from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, shows more than…
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AJ Bell plc appoints Baroness Helena Morrissey DBE and Evelyn Bourke
Today, AJ Bell plc has announced the appointment of two new Non-executive Directors to its board. Baroness Helena Morrissey DBE has been…
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M&G and Baillie Gifford funds secure new AAA ratings from Square Mile
Square Mile’s 3D Investing announce new ratings and certifications in February 2021: Two funds awarded AAA 3D Impact ratings Three funds awarded…
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New client-centric sustainable investment reporting launched by FE Investments
Leading Managed Portfolio Service Provider FE Investments has launched a unique proposition to offer sustainable investment reporting for retail investors and are…
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CISI 2021 Financial Planning Conference – date set for face to face event to happen
The CISI 2021 Financial Planning Conference returns with a roar this year featuring 20 expert speakers at the home of Red Bull…
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What’s the biggest threat to people drawing down their pension appropriately?
Research from Vitality finds individuals underestimating their own life expectancy to be the biggest threat on the horizon to drawing down a…
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Analysis: Square Mile’s Chris Fleming assesses the reasons behind the recent spike in bond yields
Chris Fleming, Investment Services Director at Square Mile Investment Consulting and Research, offers his view on the recent fluctuations in government bond…
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Parmenion sets out its vision for “2021 and Beyond” backed by new owners – Preservation Capital Partners
Following recent news that Preservation Capital Partners are to become the new owner of Parmenion, subject to regulatory approval, Parmenion itself has…
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