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Washington Watch: Economic Impact of Trump vs. Harris
By Libby Cantrill, PIMCO head of U.S. public policy What looks to be one of the closest presidential…
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RedArc sees 57% increase in support for children over the past 3 years
The number of children that RedArc supported across all types of conditions increased by 57% between 2020 and…
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Mastering Suitability Reports Part 3: Striking the right balance
Suitability reports are a crucial part of the financial advice process, but let’s face it—most clients probably aren’t…
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Retirement income review prompts revisits to processes
Two-thirds of advisers have made changes to their processes as a result of the FCA’s Thematic Review of…
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Square Mile Academy of Funds: Ratings Round-Up for October 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 64 interviews with investment professionals from 40 asset management…
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Brooks Macdonald announces the acquisition of CST Wealth Management to continue growth in financial planning
Brooks Macdonald, a leading wealth management firm, today announces the acquisition of CST Wealth Management, the Chartered financial…
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New gold investing doubles before Election 2024, but not in the USA
Gold’s ongoing run of new record prices has seen the number of first-time precious metals investors double ahead…
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AMI’s new Protection Viewpoint Report calls for more personalised protection: Four-point action plan unveiled
The Association of Mortgage Intermediaries (AMI) has launched its fifth Protection Viewpoint Report – Making Protection Personal – in partnership with Royal…
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UK wealth managers and financial advisers expect clients to increase allocations to emerging and frontier markets
New research from Pureprofile, the global data and insights company, reveals that wealth managers and financial advisers expect…
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Financial Services in an AI Era
Artificial intelligence (AI) is everywhere, reshaping industries left and right. For financial services, it’s a mix of excitement…
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