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Cooper Parry Wealth Acquires Future Perfect
Cooper Parry Wealth (CPW) has just acquired successful London-based financial planning business Future Perfect. Founded in 2005 by Nick…
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Podcast #36 – Why diversification and risk management really matter in multi-asset investing: With Brooks Macdonald’s David Appleton
It’s an investment theme for today’s IFA Talk Podcast, as Sue and Brandon welcomed David Appleton as this…
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How Wesleyan offers a compelling investment solution for advisers and their clients
In this Q&A, Nick Henshaw, Head of Intermediary Distribution at Wesleyan, the financial services mutual, explains how and…
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Why now is the time to consider Multi-Asset Funds
In the face of market uncertainty, cash levels have increased significantly as investors have sought the perceived safety…
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Brussels gives a leg up to OnlyFans scams: EU Commission cyber attack shows trend for ‘Black Hat’ hacks
Shameless hackers are targeting the world’s most prestigious organisations and governments to hijack their websites and use them…
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Changing times for dental professionals – time for a financial review?
Specialist insurer Dentists’ Provident, looks at the changes affecting dental professionals and why now could be a great…
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The Elite Summit
The Elite Summit is an invitation-only, premium summit bringing leading private wealth management investors and innovative fund managers…
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Taking a modern approach to sustainable multi-asset portfolios
Written by James Purcell, co-author of Sustainable Investing in Practice If we cast our minds back to the…
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House prices predicted to continue to fall in 2023
New research from Canada Life reveals that six in ten (62%) equity release advisers predict that house prices will…
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Square Mile Academy of Funds: Ratings Round-Up for March 2023
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 79 interviews with investment professionals from 37…
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