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Positivity on personal finances ‘jumps’ from same time last year
Aegon’s latest Financial Priorities research findings reveal that three-fifths of people in the UK are positive about their finances for 2025, which…
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Podcast #102: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami
As you’ll know only too well, the day to day requirements of running an IFA business go way beyond just the client…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why uncertainty demands realistic expectation management for clients in 2025
It’s a New Year but many of the challenges facing advisers aren’t exactly new. And that includes managing client expectations in today’s…
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Ossiam expands product range with launch of absolute return multi-strategy fixed income fund
Ossiam, a global investment management company specialised in quantitative strategies, has announced the launch of the Ossiam Multi Fixed Income Opportunities Fund…
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Landbay boosts limited edition range with rate reductions and new purchase options
Buy-to-let lender Landbay has reduced rates across its new limited edition range, which is now available for remortgage and for new purchases…
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Value of advice on the rise post-Consumer Duty
More than four in five (82%) people who have a financial adviser believe it represents ‘value for money’ – an increase of…
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Homeowners could save thousands by using ‘Dry January’ cash boost to overpay mortgage
With many choosing to ditch alcohol this January, Santander’s data shows how putting some – or all – of the money usually…
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Foster Denovo rings in 2025 by acquiring Verum Wealth to expand in Scotland
Foster Denovo starts the new year as it ended 2024, with another acquisition. The addition of Verum Wealth marks the firm’s seventh…
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Cohen & Steers: How institutions are invested in real estate headed into 2025
By Rich Hill, head of real estate strategy and research at Cohen & Steers More investors are allocating to REITs, as listed…
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New call tracking service to help financial services businesses drive growth and unlock ROI
Moneypenny has launched a new call-tracking service to help financial services businesses identify which marketing campaigns, ads, web pages, and specific keywords drive phone…