Brooks Macdonald Group plc has announced its audited results for the year ended 30 June 2022. These include financial highlights, the strategic process and an overall outlook on the results. Financial highlightsat · Group Funds Under Management (“FUM”) closing...
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Gloucestershire Business School and St. James’s Place come together to mark the launch of the Finance in Society Research Institute
Markets playing close attention to unfolding political drama – investment and tax experts comment on Zahawi appointment
Podcast: the benefits of intergenerational financial planning with M&G Wealth’s Vince Smith-Hughes – episode #5
Research highlights importance of health & wellbeing support for recruitment & retention
Health and wellbeing support is a major factor in the recruitment and retention of talent. In a significant survey of 500 HR decision makers in the UK, undertaken for Towergate Health & Protection, 42% stated their support for the health and wellbeing of staff is...
Investment outlook – Looking past the current chaos and onto greener pastures – BRI Wealth Management
By Dan Boardman-Weston, CEO and Chief Investment Officer at BRI Wealth Management Everything seems pretty bad at the moment. We’ve got a war on the continent, rampant global inflation, a government in turmoil, the second largest economy in the world grappling with...
Aegon – new chancellor will play key role in shaping pension policy
Steven Cameron, Pensions Director at Aegon comments on the key role that the new chancellor will play in shaping pension policy: “While people might think pensions policy is set solely by the Department for Work and Pensions, the Treasury has great influence,...
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Phoenix Group extends UK charity partnership with Samaritans after successful first year
Phoenix Group, the UK’s largest long-term savings and retirement business, has announced it is extending its charity partnership with...
PM talks of “bold plans” as Govt reveals important UK Energy Security Strategy
Today, the UK Government has released its long awaited document revealing its energy security strategy for the next decade. With...
New data shows stamp duty holiday drove thousands to opt for marathon mortgages
New freedom of information data from the FCA gathered by Quilter, the wealth manager and financial adviser, reveals the government’s stamp...
FCA launches three-year strategy to improve outcomes
The FCA has launched a new strategy to improve outcomes for consumers and in markets throughout the UK. As the FCA’s remit is broad and...
Are managed portfolio services the answer for IFAs?
Compliance consultant Tony Catt shares his latest thinking on Managed Portfolio Services and why he believes they represent a win-win for...
A new Europe in the making: analysis from RBC Wealth on the economic impacts of the Russia-Ukraine war
Frédérique Carrier, Head of Investment Strategy in the British Isles and Asia at RBC Wealth Management Longer term, the Russia-Ukraine war...
Moneybox secures £35m in Series D funding as AUA nears £3bn
Moneybox, the award-winning digital wealth manager, has secured £35m in a Series D funding round, led by Fidelity International Strategic...
Maintaining living standards remains top retirement aspiration but clients show growing desire to pass on wealth
Two thirds (66%) of advisers said maintaining living standards is the top retirement aspiration The most common client concern is...
Business efficiencies and tailoring client outcomes fuel demand for Centralised Retirement Propositions
The popularity of Centralised Retirement Propositions (CRP) continues with a 15% increase among financial advice firms since 2020. New...
Increased demand for ESG options in onshore bonds
But advisers worry about a lack of investment choice in onshore bonds Advisers are seeing an increase in demand for ESG and sustainable...
EQ Investors opens new South Coast office in Brighton
EQ Investors (EQ), the B Corp wealth manager, is investing in the South Coast with the opening of a new office in the heart of Brighton at...
Saltus acquires NSL Wealth and strengthens growth ambitions
Saltus Group has acquired 23-year-old wealth management firm NSL Wealth as part of its long-term growth strategy. Saltus has known the...
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