News
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Introducing… Georgia Wheadon, Founder of Umii
What was life like before Umii? Back in 2018 I was studying Human Geography and Sociology at Leeds University, and secured a…
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Why building a great team makes a great advice business
For your financial planning firm, having a great team doesn’t just happen by accident. It needs work and attention just like every…
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The EIS checklist for you and your clients
James D’Mello, EIS veteran, gives you a checklist of things to watch out for before you make an EIS investment. There are…
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Active fund management fees fall by 15% as outperformance of passive widens
Analysis by FundCalibre shows that fees for actively managed equity funds have fallen by more than 15% over the past four years*.…
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The way wealthy families structure their wealth has changed
What’s changed in the last year for family offices, wealthy families and their advisors as they look to manage and structure their wealth? By Charlotte…
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Alpha FMC research shows significant increase in orphan assets on platforms
Number of client orphans increases by over a fifth in 2020 Number of orphan clients on adviser platforms continues to trend upwards,…
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New research suggests ESG investment market set to double in 2021
Environmental, social and governance-based investment market set to double in 2021 with over one in 10 (12%) investors planning to move investments…
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What is the asset allocation model, and what are the volatility targets of this ESG portfolio?
The five funds in the Invesco Summit Responsible Range aim to invest 100% of their assets in ESG investments. The funds are globally diversified…
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Greensill Capital files for administration, Sanjeev Gupta in “peril”
@peter_IFAMAG reads Twitter so you don’t have to. Greensill Capital’s implosion over the last week has been remarkable. Last week Credit Suisse,…
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#IWD2021: Michelle Hoskin highlights practical ways you can embed ‘The 4Es of Excellence™’ into your advice business
Featured as part of our focus on celebrating International Women’s Day Excellence. We all know we want it both in our personal…
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