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case study
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Adapting to the new retirement income landscape
By Andrew Lewis, Brooks Macdonald As the Senior Investment Director, Head of Wales and South West at Brooks Macdonald, I work to…
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European stocks drop following tariff market shakeup: Morningstar Insight
With European stocks having dropped again in today’s trading with market volatility from potential tariffs, with today’s focus being consumer and banking…
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Receive your complimentary printed copy of IFA Magazine – sign up now
Subscribe now to receive your complimentary monthly print edition of IFA Magazine – featuring fresh insights, expert commentary, and more. Submit your…
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Quilter Investors: Trump tariffs take US market by surprise prompting sell-off
With Trump’s tariffs on many investors’ minds right now, Lindsay James, investment strategist at Quilter Investors has shared her analysis of the…
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Collidr launches MPS portfolios starting at 7 bps
Collidr, the AI-driven discretionary investment manager, has launched a suite of ready-made, easy-to-implement model portfolios – Select Portfolios. This service provides advisers…
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Enter STEP’s Financial Advisor Team of the Year!
The STEP Private Client Awards are seen as the hallmark of quality within the private client industry. If your team or firm…
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M&G’s With-Profits Fund to share over £2bn in bonuses through annual bonus declaration
M&G plc has announced today that its subsidiary, the Prudential Assurance Company’s £129 billion With-Profits Fund1 is set to share approximately £2.3…
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Just a £100 holding wins £1m! NS&I reveals latest lucky Premium Bonds winners
NS&I has reported today that the March Premium Bonds jackpot winners are from Cleveland, North Yorkshire with a holding of £100 and…
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ISA investing since 1999: how investing £1,000 a year beat Cash ISAs to the tune of £50,000
Laura Suter, director of personal finance at AJ Bell, comments: “Savers are paying the price for sticking to safe havens, as Cash…
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Cash platform Flagstone posts 2024 revs up 46% as customers make £500m interest
Flagstone, the UK’s leading savings platform, has recorded a second year of profits after a year in which annual revenue grew by…
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Sign up to receive your complimentary printed copy of IFA Magazine!
We are excited to be offering the opportunity for our readers to receive printed copies of IFA Magazine, at absolutely no charge,…
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MainStreet Partners: 23% of Article 8 funds are still at risk of greenwashing
Nearly a quarter (23%) of all Article 8 funds remain at risk of greenwashing, ESG and sustainability data provider MainStreet Partners has…
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AIC highlights 50 Investment Trusts that would have made an ISA millionnaire
A total of 50 investment trusts would have made investors more than £1 million if they had invested the full annual ISA…
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Quilter platform sees huge shift to investment outsourcing
Outsourced investments have soared on the Quilter platform this decade, according to new data, as adviser appetite to run their own portfolios…
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abrdn calculates £80bn of gilts are set to expire in the first six months of 2025: is it still a good strategy?
Demand for UK gilts (government bonds) by retail investors has been notably strong in recent years. This trend has been particularly pointed…
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Bestinvest’s latest Spot the Dog report identifies new ‘paw-performing’ funds in this year’s dog house – including a number of ESG funds
Bestinvest’s latest snapshot of consistently underperforming investment funds has been released today. It finds 137 equity funds* – the same tally as…
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Invesco: Chinese stocks surge, concerns about US inflation grow
We’re more than halfway through the first quarter and it seems that clients have more questions by the day as the news…
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Mind the inflation gap: real cash ISA returns are in negative territory again, according to Quilter analysis
Following a brief period of seven months where returns on cash ISAs beat inflation, they are back into negative territory, meaning savers…
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Could Cash ISAs be scrapped? Asks Rob Morgan at Charles Stanley
The UK remains in an economic funk of muted activity, waning confidence and above-target inflation, an unenviable cocktail for Chancellor Rachel Reeves…
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China’s Year of the Snake: renewal, resilience and agility – insights from RBC Brewin Dolphin’s Janet Mui
As China navigates economic challenges, trade tensions, and AI innovation, Janet Mui(pictured), head of market analysis at wealth manager RBC Brewin Dolphin,…