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Trending Articles
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Ten reasons why the FTSE 100 could hit 10,000 by Christmas
Neil Wilson, Investor Strategist at Saxo UK, says the FTSE 100’s steady climb could see it reach 10,000 by Christmas. Va…
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Optimism Ahead of Autumn Budget | Tax-Efficient Investment Magazine Issue 1 | October 2025
Tax-Efficient Investment, Tax-Efficient Investment Magazine
Hello and welcome to the very first issue of our Tax-Efficient Investment (TEI) Magazine! You may have seen that we rece…
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Market Report: Stock markets hold the high ground as US shut down drags on
Stocks held firm as the US shutdown dragged on, with the FTSE higher at the open. Wall Street hit new highs on tech stre…
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Celebrity splits shine light on need for financial advice during divorce
The separation of an Oscar-winning actress and Grammy-winning musician sparks questions for divorce and finances. While…
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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive returns. Mon…
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Fidelity Personal Investors balance safety and growth as cash and gold funds dominate in September
Investor behaviour on Fidelity International’s (“Fidelity”) Personal Investing platform in September highlighted a two-p…
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In a ”late-cycle” macro environment, stay risk-on but build diversification: Aberdeen Q4 House View
Aberdeen, the specialist asset manager, has issued its latest quarterly ‘House View’ on the macro-economy and investment…
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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw record r…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated it…
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Autumn Budget: UK Banks in the crosshairs
UK banks could face higher taxes as the Chancellor looks to raise revenue, with a surcharge hike or tweaks to Bank of En…
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Marcus Evans: Private Wealth Management Summit 2024
We are excited to announce that the Private Wealth Management Summit returns in June 10-12 at Encore Boston Harbor Boston, MA, USA!…
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The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in popularity of DIY investment…
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Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by taking steps in their…
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St. James’s Place appoints Director of Investment Products
St. James’s Place (SJP) announces the appointment of Kunal Oak as Director of Investment Products. Kunal will be responsible for building and…
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New research reveals younger generations are suffering the most from current economic turmoil
New research from Close Brothers’ Workplace Financial Wellbeing Services digs into the financial wellbeing of the UK’s workforce. There has been considerable…
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LiveMore’s mortgage Matching Engine boosts borrowing
New data reveals that intermediaries using LiveMore’s Matching Engine secure a 41 per cent uplift in the loan amounts they can offer…
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How and why advised clients’ financial wellbeing differs to that of the general public by Louis Williams, Dynamic Planner
Consumer Duty has raised the bar when it comes to the depth to which advisers must assess clients’ vulnerabilities. In this analysis,…
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Two NS&I Premium Bonds holders from Hampshire and Outer London celebrate big win of £1 million
News from NS&I today has revealed that ERNIE has made May millionaires of two Premium Bonds holders from Hampshire and Outer London, who…
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M&PI Podcast #8: The importance of having a survey when buying property with Matthew Cumber
Buying a property involves so many complexities and costs as advisers and brokers will know only too well. However, awareness and education…
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Advisers urged to take action ahead of consumer duty deadline
The Equity Release Council (the Council) is reminding advisers of their responsibilities under the next phase of the FCA’s consumer duty, which…
