News
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Who’s up? Who’s down? Square Mile Academy of funds report ratings round up for April
Five new ratings, including two Responsible A ratings One fund upgraded, one downgraded Four ratings removed Analysts at Square Mile Investment Consulting…
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Investment Association: savers warm to UK companies following successful vaccination programme
Savers invested £4.4 billion into funds in a month of strong inflows, data published today by the Investment Association (IA) reveals. The…
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Furlough figures fall by half a million as the doors open again
The numbers on furlough fell half a million – to 4.2 million by the end of March. They had risen from 4…
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Adviser tech firm named in Top 100 Wealthtech providers for second year running
Visible Capital has been named for the second year running in the annual WealthTech100 list, formulated by specialist research firm FinTech Global.…
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The Openwork Partnership finds families gave £11.2billion in Covid-19 financial support
New research* from The Openwork Partnership, one of the UK’s largest and longest established financial advice and investment networks, shows families…
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SimplyBiz launches dedicated protection hub
SimplyBiz has announced the launch of an online protection hub, designed to draw together the compliance, training, outsourcing and research support provided…
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Join us for an essential webinar for those responsible for compliance within their business
A webinar for Compliance Managers: Your invitation Thursday 20th May 2021 10:00 AM – 11:30 AM GMT EIS funds, VCTs and BR products are…
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FE Investments removes VAT payments as assets under management reach £4bn
Discretionary Managed Portfolio Service (MPS) provider FE Investments has reduced its charges by removing VAT payments. FE Investments, which is the investments…
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Dynamic Planner launches industry’s first psychometric sustainable investing questionnaire
Dynamic Planner is set to launch the industry’s first psychometric Sustainable Investing questionnaire. Launching on 7th May to all advice firms and…
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7IM: Don’t sell in May
Sayings stick around in finance. “Sell in May and go Away, don’t come back ‘til St Ledger’s Day” originated back when senior…

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