Business & Development
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It doesn’t matter what vulnerability training or policies advisers have in place if identification isn’t right to start – says Comentis’ Jonathan Barrett
A recent Chartered Insurance Institute (‘CII’) White Paper has urged firms to have a more robust understanding of vulnerability for their customer base. It…
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Trump victory could adversely affect UK expats living in the US, financial advisory firm warns
UK expats living in the United States will be looking cautiously at the position that the incoming Trump administration may take ontaxes,…
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Why investors need to be aware about the rise in Climate Litigation
By Aliénor Legendre, Research Associate at MainStreet Partners As the urgency to address climate change intensifies, the number of climate-related lawsuits is…
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Before AI met wealth management & the tech challenges we forget about
By Fraser Stewart, Co-founder of Lyfeguard In October 2022, the term “artificial intelligence” was barely a whisper in the public consciousness. Though…
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2.9 million teens bring finance to the dinner table
As the cost of higher education, housing and living expenses remain high, teens are becoming more switched on the importance of finances…
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One Four Nine Group acquire Nottingham-based Castlegate Capital
Independent, nationwide financial advice and investment management firm One Four Nine Group has acquired Nottingham-based Castlegate Capital, an independent chartered financial planning…
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2024 US Election First Look – Franklin Templeton
In what follows, Stephen Dover, Chief Market Strategist, Head of Franklin Templeton Institute offers a first look at the unfolding outcome of…
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Washington Watch: Economic Impact of Trump vs. Harris
By Libby Cantrill, PIMCO head of U.S. public policy What looks to be one of the closest presidential races in modern history…
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Brooks Macdonald announces the acquisition of CST Wealth Management to continue growth in financial planning
Brooks Macdonald, a leading wealth management firm, today announces the acquisition of CST Wealth Management, the Chartered financial planning firm based in…
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Financial Services in an AI Era
Artificial intelligence (AI) is everywhere, reshaping industries left and right. For financial services, it’s a mix of excitement and caution—especially as this…
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