Investments & Savings
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Borderless Capital closes $10M PLANETS.Fund to build green data economy on Algorand
Borderless Capital, the Miami-based venture capital firm dedicated to the Algorand ecosystem, announced today the closing of PLANETS.Fund, a $10M fund focused…
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7IM adds Cautious model portfolio to its Passive MPS range
7IM has launched a Cautious portfolio within its Passive Model Portfolio Service (MPS) range available to financial advisers. The new model will…
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Haatch Ventures and Wealth Club lead investment into merchandising platform Advance Commerce
Haatch Ventures and Wealth Club have led an investment round of £1.67 million into Advanced Commerce, alongside other private and institutional investors.…
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STEP research shows dramatic increases in modern, complex families seeking wealth and succession planning advice
“Blended families” have increased sharply since 2011, research shows But legislation has not kept pace with the changes in families STEP is…
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Property sales plummet, as the market heads for hibernation
Property sales (not seasonally adjusted) plummeted to 85,090 in October – down 48.4% from September, and down 30.1% from a year earlier.…
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Conversation, counselling, and emotional support– clients ask for more from their financial advisers
A third (34%) of financial advisers revealed that clients need more emotional support than financial, such as guidance and assistance with their…
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Helpful advice for advisers as we talk to Andrew Pike, Head of Intermediary Relations at NS&I
In this interview Andrew Pike, Head of Intermediary Relationships for NS&I, shares some helpful advice for our adviser viewers with IFA Magazine…
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XPS Pensions Group becomes carbon neutral across entire value chain
Pledge sees purchase of high-quality carbon offsets to cover Scope 1, 2 and 3 emissions Move supported by broader effort to reduce…
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Perspective acquires St Lawrence in Canterbury in its eighth deal of 2021 and makes two more senior hires
Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management firm, today announces it has completed the acquisition of St…
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Kingswood acquires Metnor Holdings Limited
Kingswood Holdings Limited (“Kingswood”) announces it has agreed to acquire Metnor Holdings Limited (“Metnor”) and its subsidiaries, IBOSS Asset Management Limited (“IBOSS”) and…

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