News
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PIMFA calls for FCA to strengthen the financial promotions rules
PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, has urged the Financial Conduct Authority…
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Tribe Impact Capital sets industry standard for tackling climate change
Tribe Impact Capital (Tribe), the first UK wealth manager to announce a net zero target by 2025, has revealed its carbon and…
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Employers urged to ramp up support for cancer ahead of predicted ‘tsunami’ in cases, as referrals drop 55%
Employers are being urged to review and ramp up their support for cancer ahead of a predicted surge in cases amongst staff…
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FCA finds fund managers falling short on assessing the value of their funds
An statement released from the FCA this morning has revealed that in its review of 18 fund managers between July 2020 and May 2021, covering…
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TISA supports new charity founded to target primary school financial education
Today, The Investing and Saving Alliance (“TISA”) has announced the launch of a new charity, the Centre for Financial Capability, as…
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Ninety One becomes latest signatory of the Net Zero Asset Managers initiative
Ninety One has today been announced as one of the latest signatories of the Net Zero Asset Managers initiative and in…
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Aegon Financial Wellbeing Index confirms positive relationship between financial advice and wellbeing but highlights client money mindset as an opportunity for advisers
A major new study from pensions and investment company Aegon UK identifies the impact of financial advice on financial wellbeing. It also…
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Chris Harris-Deans awarded honorary fellowship of the CISI
Chris Harris-Deans, Director of Investment Management Services – Branches, has been awarded an honorary fellowship of the CISI, the most prestigious nomination…
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Revealing the Nation’s Savings Searches… and How to Access Each Type
Written by Annie Charalambous from ETX Capital. Britain is pinching its pennies. According to the FT, UK household savings have increased nearly 2…
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For what it’s worth? Momentum’s Richard Parfect’s blog for IFA Magazine highlights dilemmas in valuing companies
In this blog for IFA Magazine, Richard Parfect, Portfolio Manager, Momentum Global Investment Management takes a pragmatic approach to the old problem…
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