Sue Whitbread
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What happened at day 2 of the CISI annual financial planning conference?
As was clear during yesterday’s conference experience, there’s still plenty of chat and networking going on amongst the UK’s financial planning…
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What’s been happening at today’s CISI financial planning conference 2020?
As this virtual event got underway, 190 delegates joined in across the UK with a choice of sessions and break out groups.…
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Nucleus offers integrated approach to adviser fees as part of major platform upgrade
Nucleus, the adviser-built wrap platform, has delivered a range of new platform developments to support advisers in running their businesses as efficiently…
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Pictet Alternative Advisors launches first thematic Private Equity fund
Pictet Alternative Advisors (PAA), the Pictet Group’s wholly-owned alternative investment business line, has announced the launch of its first thematic private…
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Pensions minister floats early pension access for house purchase…but is it a good idea?
Pensions minister Guy Opperman has reportedly expressed an interest in allowing people to access their retirement pot early to get on the…
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FEELING THE PINCH: COVID-19 DIVIDEND CUTS LEAVE 83% OF INCOME INVESTORS WORRIED ABOUT A LOSS OF INCOME
-89% of income investors suffer portfolio impact from COVID-19 -17% have had to change plans or lifestyle More than eight in…
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Bank of Mum and Dad funds one in two house purchases among under-35s Legal & General research reveals
New data from Legal & General shows that 56% of first-time buyers aged under 35 received financial support from the Bank…
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Calling all advice professionals – the lang cat’s State of the Adviser Nation study
Mark Polson and the lang cat team would really appreciate your help for their biggest ever census of the sector – the…
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EQ Investors launches 2020 Positive Impact report
EQ Investors (EQ), the B Corp wealth manager, has published its 2020 Positive Impact report, its annual report on its approach to…
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Pictet Asset Management expands total return range with the launch of PTR-Atlas Titan fund
Pictet Asset Management has expanded its Total Return fund range with the launch of the Pictet TR-Atlas Titan fund, a long/short global equity fund. The fund is a…
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