Sue Whitbread
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AI, secondary markets, personalisation: Wealthblock’s Jeong highlights 3 key trends for investment firms in 2025
In the following analysis, as well as three promising trends he sees shaping up for 2025 – AI, secondary market growth and…
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FCA consults on new private stock market – PISCES
Proposals for a new platform – The Private Intermittent Securities and Capital Exchange System (PISCES) – where shares in private companies will…
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Guest insight | Will wealth management M&A activity increase in 2025? Simplify Consulting’s Carl Woodward tells us why he’s optimistic about further growth
Sharing his analysis on what we might expect to see in 2025, Carl Woodward, Director at Simplify Consulting, tells us why he…
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AJ Bell’s Manager versus Machine 2024 report finds Mag7 blasting the performance of active managers
The active or passive debate has been raging on for years. Today, AJ Bell’s latest Manager versus Machine report has been released,…
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What’s in store for UK pensions in 2025? RSM UK’s Ian Bell predicts key issues and trends
In the following analysis, Ian Bell, head of pensions at RSM UK, predicts the key issues and trends that are likely to…
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NS&I’s Premium Bonds remain a popular choice with savers: 2024 a year in review
As the year draws to a close, NS&I has reported today that 2024 has proven to be a bumper year for Premium…
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Gravis fund managers highlight why 2025 looks exciting for investors in real estate, infrastructure and private credit
The UK and European investment opportunities within real assets – both listed and private – look set to be quite exciting in…
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Pension Lab launches letter of authority performance index (LPI) to help raise industry standards
Pension Lab has today launched the first-ever Letter of Authority Performance Index (LPI) – a pivotal tool to help providers, platforms and…
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Firms using GDPR as a scapegoat for Consumer Duty failures risk regulatory action, warns MorganAsh
Firms that are falsely using GDPR as a ‘scapegoat’ for non-compliance with Consumer Duty are risking severe action from the regulator, MorganAsh…
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Government ‘kicks pensions adequacy review into the long grass’ after Budget employer tax hit
Following reports today that a major review into pensions adequacy has been shelved amid mounting concerns about loading extra costs on employers,…

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