Sue Whitbread
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Global HNW population & wealth back to record levels despite global instability finds Capgemini
The Capgemini Research Institute’s World Wealth Report 2024, published today, reveals the number of high-net-worth individuals[1] (HNWIs)and their wealth reached unprecedented levels…
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Square Mile Academy of Funds: Check out the winners and losers in latest fund Ratings Round-Up
Analysts at Square Mile Investment Consulting and Research (Square Mile) have conducted 46 interviews with investment professionals from 28 asset management groups…
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Make sure your advice business is ready for the AI revolution: Fintel IQ’s Kyle Augustin has practical tips for kick starting your journey
Kyle Augustin is CEO at Fintel IQ. In this article he gives us a look at what an AI assisted advice firm…
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Nucleus finds majority of UK adults sceptical about state pension future
Nucleus Financial Platforms Group (Nucleus), has released new research today revealing that 71% of UK adults believe the state pension will not…
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The sustainable sectors poised for a bounce back: Aegon AM’s Marwick
Some of the recent problems that have caused sustainable sectors like solar and biotech to underperform are set to subside and will…
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Robeco launches enhanced Global Multi-Thematic strategy focused on megatrends
Robeco has reported today that it has strengthened its thematic position by launching its new Global Multi-Thematic strategy, which, the company says,…
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New anti-greenwashing guidance is welcome, but the sector must go further says Ecology Building Society – and financial advisers have a key role to play
In this analysis, Stephanie Landymore, Sustainability Lead at Ecology Building Society, explains the new guidance which came into force on 31st May…
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ECB rate announcement: Vanguard economists share analysis and expectations
Ahead of the ECB’s interest rate decision this Thursday, two Vanguard economists have shared their thoughts and expectations with us as follows:…
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Opinion: Modi to continue India’s strong multi-decade growth story
With voting now closed in India, Prime Minister Narendra Modi is expected to win a historic third term when the election results…
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Talking technical: Royal London’s Justin Corliss highlights how pension tax free lump sums are treated in the post-LTA regime
In the following analysis for IFA Magazine, Justin Corliss, technical and pensions expert, Royal London, digs deep into the detail using practical…

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