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Entries open for the PFS Personal Finance Awards 2024/25
The Personal Finance Society (PFS) Personal Finance Awards 2024/25 are now open for entry. Recognising excellence across the personal finance profession, the…
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Britain’s Retirement Crisis: Rising Numbers Forced to Structure Home Loans Extending into Retirement
Rise in retirement-extending loans increases from 31% to 42% last year alone Rudy Khaitan, Managing Partner of Senior Capital, highlights how Brits need urgent…
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The world is getting older, and investors need to pay attention
Moz Afzal, Chief Executive Officer of EFG Asset Management addresses a topic of much industry debate and in a recent conversation with…
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The US consumer carries the world on its shoulders: Robeco
The US economy, driven by a resilient consumer, has been the most important source of growth in the global economy post-Covid, and…
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AIC expands investment trust research for investors
The Association of Investment Companies (AIC) has expanded its research offering for investment trust investors. Research from various providers is now available on…
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Virtual inclusivity and the Gen-Z investor: The changing face of AGMs
Written by Peter Fowler, COO at Lumi It’s crucial for any issuer to have their ear to the ground when it comes…
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OPDA calls for the government to mandate the whole home buying and selling process be digitised within 3 years
Maria Harris, chair of the Open Property Data Association (OPDA) has called for the entire home buying and selling process to be…
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What I’m seeing in the market right now: tech insights from Origo’s Anthony Rafferty
In this blog, Origo’s Anthony Rafferty talks digital and why the penny has dropped with providers around ease of doing business with…
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Are you prepared for PIF changes? The clock is ticking…
By Gavin Sharpe, associate director, financial services, RSM UK In late 2023, the FCA announced it was changing the way Personal Investment…
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Overcoming investment worries crucial for clients’ long-term wealth
Written by Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Advisers play a crucial role in supporting their clients in improving their…
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