Investments & Savings
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TYE review for advisers of the ISA market: Defaqto’s Ben Heffer
With a huge selection of ISAs at advisers’ disposal this tax year-end, Ben Heffer, Insight Consultant at Defaqto, reminds why it’s important for advisers…
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Taxing Times | IFA 126 | March 2024
The latest edition of IFA Magazine is live now. For many advisers and their teams, March mainly means one thing – the…
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Are you building and running a compliant CIP?
In helping provide guidance on building and running a compliant CIP, Investec have arranged for Mike Barrett, Consulting Director at the Langcat,…
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Study reveals insurers boost scenario modelling spending as investment complexity increases
Insurers are boosting spending on scenario modelling, optimisation and testing in the face of rising investment complexity and challenges for the industry,…
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The funds and trusts that would have made ISA millionaires
Laith Khalaf, head of investment analysis at AJ Bell, comments: “The ISA is 25 years old in April and over a quarter…
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San Francisco retains top spot as London climbs to second in Schroders 2024 Global Cities Index
San Francisco has ranked first in Schroders’ annual Global Cities Index for the second consecutive year, buoyed by the strength of the…
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Magnificent Seven to Fab Five or Hot 100? – analysis from Charles Stanley
Following the dramatic rise of Nvidia, Chris Ainscough, Portfolio Manager and Director of Asset Management at Charles Stanley, shares his analysis about…
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Prudential With-Profits Fund delivers a total £3.5 billion boost for customers
M&G plc has today announced that the £126 billion With-Profits Fund (the Fund) of the Prudential Assurance Company, a wholly-owned subsidiary, is set…
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Franklin Templeton uncovers predictions on interest rates, inflation, equity market growth and more…
According to the inaugural Franklin Templeton Institute Global Investment Management Survey, the U.S. Federal Reserve will deliver four interest rate cuts this…
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Invesco: Stock market record highs: A case of rational exuberance
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Earnings reports for the last several quarters for the “Magnificent Seven” have…
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