Investments
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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 duty…
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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…
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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 both…
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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 will…
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Thursday newspaper round-up: Nuclear energy, NI rise, Crispin Odey
Boris Johnson is to put nuclear energy at the heart of the UK’s new energy strategy, but ministers have refused to set…
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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 Ventures, a…
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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 exhausting retirement…
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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 research from M&G…
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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…
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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…
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