Sue Whitbread
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Abacus Money Management scoops up local IFA
Abacus Money Management Ltd announced today the acquisition of Westcliff Financial Management Ltd for an undisclosed figure. Abacus Money Management, with offices…
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Delays at probate registry due to Covid-19 causing problems for families
Delayed probates can cause problems for dependants unable to pay bills and forced to take emergency loans Coronavirus disruption at the probate…
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Morningstar: global assets in sustainable funds hits record high of $1.65 trillion in Q4
Morningstar has published its Q4 2020 look at sustainable fund flows globally, including sustainable open-end funds and exchange-traded funds (ETFs), finding that…
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Ingenious completes £19m funding deal for part of UK’s largest sustainable residential development
The Climate Innovation District is the largest sustainable residential development in the UK* Represents drive from Ingenious to contribute to a…
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Markets pricing in a 40% chance of an interest rate cut this year
The MPC has its first meeting of 2021 next Thursday 4th Feb Markets are pricing a 40% chance of a rate cut…
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Intra-day pensions transfers increase in 2020
The number of ceding pensions transfers carried out within a day increased in 2020, annual figures for Origo’s Transfer Service show. The Fintech, which…
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PIMFA: little regulators can do to stop fraud without action from Government
PIMFA, the trade association for the wealth management and financial advice industry, is disappointed but not surprised by the latest data from…
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EQ Investors announces appointment of Victoria Hasler as Head of Fund Research
EQ Investors (EQ), the B Corp wealth manager, announces the appointment of Victoria Hasler, as the new Head of Fund Research. At…
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Equilibrium donates record amount of charitable aid in 2019/20 fiscal year
Equilibrium has made a name for itself as a financial planning firm with a difference. Founded in 1995 by Colin Lawson, the…
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Ethical and sustainable funds among best performers in 2021 FE fundinfo Crown Ratings
In a year where ESG investing has hit the mainstream, ethical and sustainable funds have been among the best performers in the…

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