Business & Development
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A Global Post-Election M&A Deal Surge
Data from the Datasite platform, which annually facilitates 15,000 new global deals, shows that US and EMEA deals are already up –…
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The hidden impact of student loan increases: a concerning new financial landscape for graduates
By Sam Patterson, Head of Delivery at Equilibrium Financial Planning. Last year, the UK government announced that for the first time since 2017,…
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Advisers are delivering greater value to their clients, Royal London research shows
Royal London launches its ‘Meaning of Value Report 2024’ which shows an increase in the positive sentiment clients have on their experience…
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Fidelity International integrates private assets into its £16.9bn default investment strategy for UK-based workplace pension schemes
Fidelity International today announced plans to integrate private assets into its £16.9bn default investment strategy (FutureWise) for UK-based workplace pension schemes, via Fidelity’s…
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Advisers need to do more to encourage clients to talk about their dreams for retirement
Financial advisers may be skilled at helping their clients make the most of their money, but it is just as important to…
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SPP warn of “unduly onerous” CDC regulations
Ahead of its closure tomorrow, the Society of Pension Professionals (SPP) has today (Monday 18th November 2024) published its response to the current DWP consultation on draft…
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CISI announces Financial Planning Week 2025 as an opportunity to give back
Professional body and educational charity the Chartered Institute for Securities & Investment (CISI) has announced UK Financial Planning Week (27 January – 2…
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Rathbones Asset Management expands multi-asset team
Rathbones Asset Management has appointed Emma Letheren to its multi-asset team as an equity research analyst This latest hire follows that of…
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Price of parenthood: The cost of raising a child to 30
Parents are grappling with escalating financial pressures as they continue to support their children into their twenties and thirties, according to new…
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Advised platform outflows fall after two years of increases
Gross sales across advised platforms rose a modest 1.83% on the previous quarter, but total £57.28bn for 2024 YTD, up nearly £10bn…

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