Sue Whitbread
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Square Mile’s 3D investing: new ratings and certifications in Q4
Six funds awarded AAA 3D Impact ratings Four funds awarded AA 3D Impact ratings Three 3D Fund Certifications 3D Investing, Square Mile’s…
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ONS data lays bare the pandemic paradox
ONS analysis released today shows the damage the pandemic has inflicted on personal finances By December 2020, more than 9 million…
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Nucleus launches low-cost outcomes-based managed portfolio service
Nucleus, the adviser built wrap platform, has launched a fully integrated, low-cost, outcomes-based managed portfolio service which has been designed to align client goals directly…
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FCA Proposes CMC fee price cap
The Financial Conduct Authority (FCA) has today published proposals to introduce a price cap on the fees claims management companies (CMCs) charge…
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Defaqto launches market-leading Income Drawdown tool
Defaqto, the independent financial information and technology business has launched its hotly anticipated Income Drawdown workflow within its financial planning software, Defaqto…
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2020 -a record year for impact issuance, likely to be repeated in 2021
A record $500bn1 in impact bond issuance was added to the market in 2020, an increase of 60% on the $313bn issued…
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What’s in store for President Biden’s first 100 days in office?
20 January 2021: Biden’s term in office starts in the midst of a deep economic contraction and a global health pandemic,…
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The Royal Mint reports sharp rise in millennial investors and gifting gold
· New figures from The Royal Mint reveal a 53% increase in the sale of 1g and 5g gold bars over…
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We’ve now left the EU, but have you read the small print?
Leading UK anti-money laundering (AML) firm SmartSearch is warning businesses against ignoring European Union money laundering directives, following the UK’s departure from…
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Asset Intelligence launches two investment funds in partnership with T. Rowe Price
Asset Intelligence Portfolio Management (AIPM), the Midlands based discretionary fund manager, today announces the launch of two new investment funds: The…
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