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Budget commentary – four triggers will determine the success of M&A in 2024
Merlin Piscitelli, Datasite CRO, EMEA, has shared thoughts on the UK 2024 Spring Budget, Merlin’s comment can be seen below: “With the…
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The hidden costs of the Letter of Authority – and what can we do about them?
Written by Scott Phillips, CEO of The Pension Lab Amidst the ongoing discourse surrounding the Letter of Authority (LoA) process, it’s evident…
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Pension funds, insurers, family offices and wealth managers expect bonds and equities correlation will turn increasingly negative
New research from Managing Partners Group (MPG), the international asset management company, shows institutional investors and wealth managers expect the correlation between…
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Isio sets out what it expects to see and what it would like to see across pensions, tax, savings, and investments ahead of the Spring Budget
Given the raft of announcements in last year’s Mansion House speech and the Autumn Statement, we are expecting a fairly quiet budget…
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Chelsea’s McDermott calls on Hunt to mandate pension funds to invest in UK
On the eve of the Budget, Darius McDermott (pictured), managing director, Chelsea Financial Services is calling on the Chancellor to mandate pension funds…
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Kingswood Group appoints new CFO and Head of Wealth Planning
Kingswood has today announced two key appointments with Vinoy Nursiah as Chief Financial Officer (CFO) and Bryan Parkinson as Managing Director, Head…
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Tatton Investment Management partners with Mabel Insights on its MPS comparison site
Tatton Investment Management and Mabel Insights have today announced that Tatton has signed up as a reporting partner to its new, free…
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Spring Budget: Is the Chancellor considering SDLT cuts?
As we await the details of the Budget tomorrow, will the Chancellor consider a cut to Stamp Duty Land Tax (SDLT)? If…
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Jenson Funding Partners welcomes new partners to drive the next phase of growth
Jenson Funding Partners announces a strategic collaboration with Simon Andreas Hofmann and Mitul Ruparelia, founders of Fortius Partners, to leverage their collective…
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The Lang Cat research: Paraplanners say provider admin and disconnect with advisers are blockers to getting the job done
The lang cat has launched its sixth annual State of the Advice Nation (SOTAN) report, and today shares for the first time,…
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