Fixed Income in the News
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SOLLA accredited Chartered Financial Planner joins Old Mill’s Later Life team
Chartered Financial Planner and Society of Later Life advisers (SOLLA) accredited adviser Andy Page (pictured) has joined the Later Life team at…
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Technology in financial advice: Zahid Bilgrami, CEO at Defaqto argues that with disruption comes opportunity
This article is part of our special focus on the use of technology in financial planning Technology is driving change in financial…
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65 is the new 35 for business investing
The investment capacity of the Baby Boomer generation is undeniably the most powerful across the UK. According to the Office for National…
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The unintended consequences of RDR – Verona Kenny of 7IM reflects on the legislation
Changes to legislation in recent years have brought big changes to the way advice is delivered for clients in the UK. Verona…
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Intelliflo acquires i4C Technology
Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers. This acquisition builds on Intelliflo’s…
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Bank of England: juggling weak growth, higher inflation and Brexit
After last week’s “as you were” interest rate statement from the Bank of England, Oliver Blackbourn, multi-asset portfolio manager at Janus Henderson…
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One third of advisers leave sub-£100K asset market in five years
New research from Canada Life starkly reveals the financial impacts of regulatory change and increased insurance costs in recent years. 57%…
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A sense of security: Brian Tora reminds us that despite the benefits to the advice profession of the use of technology, matters of security are more important than ever
There is little doubt that the world of financial planning and advice has becoming increasingly driven by technological advance. However, despite all…
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Better Business – Brett Davidson highlights how to boost internal communications and create greater engagement within your team
Great businesses know that having an engaged team at their core is a key part of achieving their goals. They also know…
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ESG investing – a short video with Ben Constable-Maxwell of M&G Investments
In this brief video, Ben Constable-Maxwell, Head of Sustainable and Impact Investing with M&G Investments discusses ESG, who it is for, strategies,…
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