Investments & Savings
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MWA Financial expands into Essex with CHC Wealth Management acquisition
MWA Financial has acquired Essex-based CHC Wealth Management from chartered accountants Clemence Hoar Cummings as part of its ambition to build a…
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The Openwork Partnership evolves with Strategic Partner Firms
The Openwork Partnership is evolving its growth strategy through new long-term strategic partnership agreements with major firms in its network. Unique Financial…
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NS&I increases interest rate on Income Bonds
NS&I has today increased the interest rate on its Income Bonds by 14 basis points, from 0.01% gross/AER to 0.15% gross/AER. …
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Hybrid advice journey needs to start with trust and engagement
Hybrid advice will fast become the business model in the wealth management market, built on trust and incremental engagement, both for clients…
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Aegon – new social care charging reform
Aegon welcomes further details of social care deal as Government proposes £200 per week for ‘room and board’ alongside £86,000 care cap…
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Thursday newspaper round-up: Turkeys, pay rises, Daily Mail
Ranjit Singh Boparan, the owner of East Anglian turkey producer Bernard Matthews, said the first workers would arrive in the next few…
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Just Wealth launches digital marketing support for advisers
Financial advice firm, Just Wealth reports today that it has launched a new digital marketing support package, which it provides as…
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The Openwork Partnership builds leadership team for growth
The Openwork Partnership has appointed Stuart Dodson to the new role of Managing Director as it continues to evolve its senior leadership…
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Inefficient Portfolio Hypothesis: you don’t always get what you pay for, suggests Nick Blake
By Nick Blake, Managing Director, Wealth, at Redington UK retail flows into low-cost index funds hit record net sales in 2019 at…
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So what is a Follow-on Fund? Catch up on GBI Magazine’s webinar to find out
Catch up now on an in-depth discussion of Follow-on Funds in the EIS world – what are these funds, what do they…
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