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How accurately are you assessing clients’ attitudes to risk? Dynamic Planner’s Louis Williams explains why robust measurement of attitudes to risk is such a scientific process
In this article for IFA Magazine, Louis Williams PhD FHEA, Head of Psychology & Behavioural Insights at Dynamic…
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Innovative solutions to help advisers from FE fundinfo
FE fundinfo has been explaining today how they’ve been busy revolutionising the way financial advisers operate, offering cutting-edge…
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Umii, SEIS/EIS Companies to Watch
As we enter the season for tax-efficient investment planning, here at GBI Magazinewe are showcasing the most innovative…
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No. Repeat, No. There Isn’t a ‘Gold Rush’ as Price Sets New Record Highs
Private investors have sold more physical gold than they’re buying as prices set new all-time highs, data from…
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Why are investment trust discounts so wide?
Laith Khalaf, head of investment analysis at AJ Bell, comments: “It seems bizarre that investment trust discounts today…
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Fleet Mortgages cuts rates on standard and limited company five-year fixes
Fleet Mortgages, the buy-to-let specialist lender, has today (8th November 2023) cut rates on all its standard and limited…
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Saffron for Intermediaries reduces rates on various products, including a 0.40% drop on self-employed 2-year fixed-rate
Saffron for Intermediaries has today announced improvements to its product range including its Self-Employed, Contractor, Limited Company Buy to…
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Legal & General Ignite: First-time buyers lead the charge, as brokers go above and beyond to find solutions in challenging economic climate
· Gifted Equity/Concessionary purchase searches grew by 8% · ‘First time buyer’ joint fourth most popular criteria used…
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Fidelity International reinforces its commitments to tackling nature loss and launches its nature roadmap
Nature loss is one of the most severe risks humanity faces over the next decade according to the…
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Six due-diligence must-haves: what to ask before partnering with a wealth management platform
Written by Ian Partington, Group Chief Executive at Third Financial In the dynamic landscape of wealth management and…
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