News
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Growing interest in sustainability and ethical issues leads to trebling of use of FundEcoMarket tool over 12 months
Use of the Fund EcoMarket (SRI) fund tool has trebled over 12 months – with users indicating growing interest in both sustainability…
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Better Business – Brett Davidson of FP Advance gives his tips for ‘managing up’.
But what exactly is ‘managing up’ and why should it matter to you and your career success as a financial planning…
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Canada Life responds to Office of Tax Simplification inheritance tax review
The OTS has just released its second report into the design of inheritance tax; Neil Jones, Wealth and Tax specialist at Canada…
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IHT simplification reforms shouldn’t be used as a tax grab
The Office for Tax Simplification has today published its second report on simplifying inheritance tax. Laura Suter, personal finance analyst at AJ…
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The European equity market – Q2 2019
Lyxor Asset Management has released its European Funds Focus, Q2 2019 in a report compiled by Vanessa Bonjean, Senior Fund Analyst. Following…
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Meet the fund managers behind the Octopus Apollo VCT
Meet the fund managers at Octopus In Octopus Investment’s latest video, find out more about their collaborative investment approach, and how they…
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How the VCT market continually evolves…
Octopus Investments explain in their latest blog post how the latest set of changes led them to adapt their own Octopus Apollo…
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Charles Stanley expands in Scotland with launch of Glasgow office
Charles Stanley, one of the UK’s leading wealth managers, has opened a new office in Glasgow. The Glasgow office is based at…
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Leicester advisers win pensions award for third year running
Leicester-based IFA firm Rowley Turton has won the ‘Best Individual Pensions Advice Firm of the Year Award – Midlands’ category, part of…
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Aligning clients’ investments with their values
EQ Investors is an award-winning chartered financial planning firm with over 60 staff in London and 2,000 clients all around the UK. It…
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