Investments & Savings
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How advisers can help clients understand and overcome investor anxiety | Guest insight from Novia Global’s Linda Johnstone
In highly uncertain investment markets like those we’re experiencing right now, client fear can often override logic – but advisers have a…
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Government research highlights flaws in Lifetime ISA withdrawal charge
Research from HMRC published today reveals withdrawals from Lifetime ISAs, other than to buy a first home, were mostly due to unexpected financial…
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HMRC LISA research shows even financially literate confused by withdrawal penalty
With the news of HMRC’s qualitative research into understanding the LISA, Shaun Moore, tax and financial planning expert at Quilter comments: HMRC’s newly published…
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AI—Parnassus Investments’ Todd Ahlsten asks where are we now?
Sharing his latest analysis into AI from an investor’s perspective, Todd Ahlsten, Chief Investment Officer, Parnassus Investments and Portfolio Manager, ABN AMRO…
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PIMCO Perspectives: Trade wars and the U.S. dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. As U.S.…
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Longer-term fixed savings rates climb amid repricing rush
Moneyfacts UK Savings Trends Treasury Report data shows the average rate on both longer-term fixed rate bonds and fixed ISAs breached 4% for…
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Gold charges to $3,500 as Fed independence comes under threat | By Daniela Sabin Hathorn, senior market analyst at Capital.com
Gold continues its impressive rally as market confidence in the soundness of the US administration wavers. The latest headline shaking investor sentiment…
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Evelyn Partners appoints Alex Gersh as new Chief Financial Officer
Evelyn Partners, the leading wealth manager responsible for £63.0 billion of client assets, is pleased to announce the appointment of Alex Gersh…
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M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
M&G announces a partnership with platform technology provider FNZ, paving the way for greater access to its flagship £64 billion PruFund range…
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Defaqto reveals top 10 recommended Multi-Asset investment solutions in Q1 2025
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset…
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