Fixed Income in the News
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Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid assets. But with…
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Artemis to launch its Leading Consumer Brands Fund
Artemis has confirmed the launch this week of its latest fund, designed to tap into the increasing appetite of the world’s ever-larger…
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Opportunities in Private Credit: Stepping In as Banks Step Out
By Jamie Weinstein, John Murray, Jason R. Steiner, and Kristofer Kraus, portfolio managers at PIMCO As banks pull back from many types…
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OPDA welcomes Government pilot projects for digital homebuying solutions
The Open Property Data Association (OPDA) has warmly welcomed the Government launch of pilot projects to explore digital solutions to improve the…
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Personal investment firms that give bad advice to hold capital for redress
The Financial Conduct Authority (FCA) has today announced proposals to require personal investment firms to set aside capital so that they can cover compensation…
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SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter
Award-winning compliance and business support provider, SimplyBiz, has announced the launch of a range of support for discretionary wealth managers and DFMs…
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Partners and Employees of St. James’s Place Scale New Heights for Charity
Partners and employees of St. James’s Place scaled new heights this month, as they took on one of the worlds hardest and…
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Smart Money People’s H2 2023 Mortgage Lender Benchmark show lenders have largely coped with market turbulence
Smart Money People, the UK’s dedicated financial services review site, has released its H2 2023 Mortgage Lender Benchmark covering mortgage broker opinions on UK…
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Bim Afolami MP speaks at CII President’s Dinner
Russell Higginbotham, CII President and CEO, Swiss Re Solutions, hosted the Chartered Insurance Institute (CII) President’s Dinner yesterday evening (28 November) at…
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Green home improvement products key to attracting and retaining younger buyers, finds Coventry for intermediaries
Research from Coventry for intermediaries has revealed that there is a clear generational difference in attitude when it comes to making green improvements to…
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