Sue Whitbread
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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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60/40 asset allocation strategies “won’t work for advisers and their clients over the next decade” says 7IM’s Matthew Yeates
Matthew Yeates, Head of Alternatives and Quantitative Strategy, 7IM, argues that this traditional strategy is ‘flawed’ as diversification is no longer being…
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FCA recognises need to ‘up our game’ and admits FSCS levy is ‘unsustainable’ at PIMFA Virtual Fest
Regulator acknowledges need to ‘up our game’ on how it uses data Scams & vulnerability has increased since COVID-19 pandemic FSCS levy…
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The Openwork Partnership and Embark Group extend distribution agreement to 2026
The Openwork Partnership and Embark Group (Embark) have announced that they have agreed Heads of Terms on extending their existing distribution agreement…
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SECCL partners with national IFA operator Loyal North, to support launch of new hybrid advice platform
‘JustFA’ platform aims to deliver efficiencies across the advice process, and meet the challenges of remote working Seccl, the Octopus-owned custodian and…
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The UK property market kicks back into gear
Paresh Raja, CEO of Market Financial Solutions, explains why he is in a positive mood about the future prospects for bricks and…
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