Sue Whitbread
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“The future of retirement advice: building on strong foundations.” Guest insight from BNY Investments’ Richard Parkin
Advisers face rising demand and evolving regulations, but the future is ‘bright’ according to Richard Parkin, Head of UK Retirement at BNY…
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HMRC ramps up successful investigations into tax evasion in the last year – Pinsent Masons
The number of criminal investigations completed by HMRC has increased 11% to 386 from 347, says multinational law firm Pinsent Masons, in…
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Bestinvest’s latest Spot the Dog report identifies new ‘paw-performing’ funds in this year’s dog house – including a number of ESG funds
Bestinvest’s latest snapshot of consistently underperforming investment funds has been released today. It finds 137 equity funds* – the same tally as…
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Trump, tariffs, tech, and the rest of the world: Simplybiz’ Wiesner shares his latest predictions
According to Fabian Wiesner (pictured), Head of Distribution Partnerships at Simplybiz, 2025 is shaping up to be a year of disruption and…
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Adviser insight: Truly Independent’s Katie Brinsden stresses why advisers must be approachable, affordable and indispensable if we are to break down barriers
Advisers must move beyond wealth-based client selection to become approachable, affordable, and indispensable for a sustainable and inclusive industry. That’s the view…
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China’s Year of the Snake: renewal, resilience and agility – insights from RBC Brewin Dolphin’s Janet Mui
As China navigates economic challenges, trade tensions, and AI innovation, Janet Mui(pictured), head of market analysis at wealth manager RBC Brewin Dolphin,…
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Surprise rise in UK inflation keeps pressure on – industry reaction and analysis
The latest UK inflation figures from the ONS bring unwelcome news, as CPI inflation surged to 3% in the year to January—outpacing…
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Guest insight: why the Financial Services industry’s confidence in AI must be paired with responsible adoption
The Financial Services industry is keen to seize opportunities from AI adoption, but sustainable success hinges on high-quality data and responsible strategies…
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New interest rates for selected NS&I accounts
NS&I has announced this morning that it has increased the interest rate for its Direct ISA to 3.50% gross/AER from today to…
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Mid-sized advice firms shift to customised platforms, finds NextWealth research
Financial advice firms with between 6 and 50 advisers are the most likely to have adopted platform models with a degree of…
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