Investments & Savings
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Let’s go crazy: what happened to the late musician Prince’s estate?
Paula Barlow, Head of Probate at ZEDRA, reminds us why it is so important to ensure that your clients have a professionally…
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Met Life offer five tips on how to talk to your boss if you’re concerned about returning to the office
This week, Boris Johnson urged the UK workforce back into the office, valuing face-to-face working, particularly for younger employees, during his…
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To invest or divest: how long should your clients really continue to invest?
In this blog for IFA Magazine, Dave Magee, head of wealth at financial advice firm Just Wealth, stresses the need for financial…
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UK Small Caps: tapping the UK plc’s potential
The long-term outperformance of small caps over large is an evergreen theme in UK equity investing. But due to a confluence of…
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Worthstone: £4.2 billion added to positive impact retail investment opportunities in the UK
New quarterly ratings from impact investment specialists, Worthstone, adds seventeen new funds worth £4.2 billion to the pool of impact investment funds…
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BlackRock | working to expand proxy voting choice for clients
BlackRock has reported that it is announcing the first in a series of steps to expand the opportunity for clients to…
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UK advisers say younger clients could be the catalyst for change with sustainable investing
Over two fifths (42%) of financial advisers surveyed said younger family members influenced their clients towards sustainable investing Almost half (47%) of…
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Financial advisers aren’t shaken or stirred by Bond actor’s estate plan
Financial advisers haven’t found themselves shaken or stirred by James Bond star Daniel Craig’s plan not to have much cash left to…
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Meeting client demands around sustainability – part 2
ESG (Environmental, Social and Governance) and sustainability are now key factors for investors when making decisions about their portfolio. Julia Dreblow and…
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UKSIF’s Good Money Week: Friday’s agenda
Friday 8th October 9:30: Welcome from the chair James Alexander, Chief Executive, UKSIF 9:35: Panel: Working with public campaigns to promote responsible…
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