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The Fed’s rate cut – PIMCO reacts
Tiffany Wilding, US Economist at PIMCO, comments on last week’s rate cut by the Federal Reserve. The…
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Mitsubishi UFJ Trust and Banking completes acquisition of First State Investments
Leading global investment manager First State Investments has announced the completion of its sale from Commonwealth Bank of…
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SOLLA accredited Chartered Financial Planner joins Old Mill’s Later Life team
Chartered Financial Planner and Society of Later Life advisers (SOLLA) accredited adviser Andy Page (pictured) has joined the…
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Technology in financial advice: Zahid Bilgrami, CEO at Defaqto argues that with disruption comes opportunity
This article is part of our special focus on the use of technology in financial planning Technology is…
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65 is the new 35 for business investing
The investment capacity of the Baby Boomer generation is undeniably the most powerful across the UK. According to…
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The unintended consequences of RDR – Verona Kenny of 7IM reflects on the legislation
Changes to legislation in recent years have brought big changes to the way advice is delivered for clients…
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Intelliflo acquires i4C Technology
Intelliflo has acquired i4C Technology, a market-leading UK provider of digital cashflow modelling applications for financial advisers. This…
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Bank of England: juggling weak growth, higher inflation and Brexit
After last week’s “as you were” interest rate statement from the Bank of England, Oliver Blackbourn, multi-asset portfolio…
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One third of advisers leave sub-£100K asset market in five years
New research from Canada Life starkly reveals the financial impacts of regulatory change and increased insurance costs in…
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A sense of security: Brian Tora reminds us that despite the benefits to the advice profession of the use of technology, matters of security are more important than ever
There is little doubt that the world of financial planning and advice has becoming increasingly driven by technological…
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