Sue Whitbread
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The rise of multi-asset investing: Part 1 of Defaqto’s exclusive analysis
In this opening article of our comprehensive Multi-Asset Fund Insights publication, sponsored by Schroders and produced in partnership with Defaqto, Defaqto’s Fraser…
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New Issues of NS&I 2, 3 and 5-year British Savings Bonds, plus new Junior ISA interest rate
NS&I has reported that new issues of 2, 3 and 5-year British Savings Bonds (Guaranteed Growth Bonds and Guaranteed Income Bonds) have…
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Fund manager view: Marlborough’s Tobias Bucks reminds us why equity investing should be about process, not preconceptions
Existential angst meets small-cap investing: Tobias Bucks (pictured), co-manager of the Marlborough Global SmallCap Fund explains why your gut feeling, like your…
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Morningstar Wealth’s Stanhope and Mills highlight key issues shaping multi-asset in 2025
From the renewed impact of US tariffs and higher-for-longer interest rates to a revived case for bonds and the evolving role of…
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Firms should take steps now as FCA publishes new non-financial misconduct rules, says RSM UK
As the FCA publishes new regulation on bullying and harassment in financial services firms, RSM UK says firms should take steps now…
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IFS: Changes to the Universal Credit and Personal Independence Payment Bill mean no savings for the Chancellor in this Parliament
Commenting on the latest developments, Helen Miller, Deputy Director (and incoming Director) of IFS, said: “The government’s original reform was set to…
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Land Use policy: Legal expert highlights what advisers need to know amid mixed reactions to DEFRA’s consultation
DEFRA’s land use consultation has sparked contrasting views on England’s agricultural future. As the government weighs responses from farmers, foresters, environmental groups…
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Adviser insight: Rosemount’s Ahmed Bawa on why now is the time for advisers to step up on later life clients
In his latest blog for IFA Magazine, Ahmed Bawa (pictured), CEO, Rosemount Financial Solutions (IFA), stresses why, with an ageing population and…
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From hurdles to horizons: AI adoption in financial services under the EU AI Act
As EU lawmakers refine the AI Act, financial services firms must navigate a shifting landscape where compliance, innovation and risk management collide.…
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Guest insight: Smart Money People’s Jess Trueman highlights why supporting customer vulnerability is so important
In July 2023 the FCA’s Consumer Duty finally took effect. In the following blog for IFA Magazine, Jess Trueman (pictured) of Smart…
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