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PFS launches course on Sustainability Disclosure Requirements and Anti-Greenwashing
The Personal Finance Society (PFS) has launched a new course designed to help financial advisers adapt to social…
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SMART Client objectives – The foundation of planning and advice with Sparrow Solutions
How do we make sure the planning and advice we give our clients is right for them? This is…
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Just Mortgages kicks off second broker academy of 2024
Just Mortgages, one of the UK’s largest mortgage brokerages, is hosting its second broker academy of the year. …
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Insurance firms must address escalating global risk profiles with structured data and automation, says M-Files
Well-organised data provides the agility and efficiency insurance firms need to react to market shocks The insurance industry…
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Central bank action is still driving bond markets: Candriam
Written by Philippe Noyard, Global Head of Fixed Income, Candriam March was a clement month for investors, with…
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New research with financial advisers and professional investors shows turbulent economic factors and ESG are driving increasing allocations to real estate
New research with 200 UK wealth managers, financial advisers, and investment professionals with clients with over £200,000 of…
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Inheritance tax receipts hit new record of £7.5bn for 2023/24 tax year
HM Revenue & Customs data today revealed that a record amount of £7.5billion in Inheritance Tax was paid…
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The role of Fixed Income in supporting efficient MPS diversification
Join us for our next live webinar where we’ll be looking into Fixed Income investments along with our…
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Take action now on your Consumer Duty board report warns B-Compliant
Financial compliance specialists, B-Complaint, are urging firms to start preparing for the inaugural Consumer Duty board report, due…
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Europe’s Economy Facing Short- and Long-Term Headwinds
By Nicola Mai, Economist & Sovereign Credit Analyst, and Peder Beck-Friis, Economist, at PIMCO Despite its cyclical and…
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