Long read
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Bestinvest’s latest ‘Spot the Dog’ report reveals 170% more funds languishing in the doghouse – check out all the dog funds here
Bestinvest’s latest bi-annual snapshot of fund performance (or more notably underperformance) has revealed 151 equity investment funds holding £95.26 billion of investors’…
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All roads lead to data – Moneyhub gives full support to ‘game changing’ FCA Advice Guidance Boundary Review proposals
Moneyhub has submitted its response to the Financial Conduct Authority’s (FCA’s) Advice Guidance Boundary Review proposals (DP23/5). The FCA’s proposals seek to…
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TYE review for advisers of the ISA market: Defaqto’s Ben Heffer
With a huge selection of ISAs at advisers’ disposal this tax year-end, Ben Heffer, Insight Consultant at Defaqto, reminds why it’s important for advisers…
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Columbia Threadneedle announces manager changes to multi-manager funds following departure of Rob Burdett
Rob Burdett, head of Columbia Threadneedle Multi-Manager, has made the decision to leave Columbia Threadneedle Investments in April 2024. Following this, Paul…
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House prices rise by 1.2% in February – Industry reaction
Following UK house prices showing an annual rate of growth to 1.2% in February according to Nationwide data, industry experts have discussed…
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Falling rates mean savers need to be decisive
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) Ltd The overriding theme of 2024 so far has been that this is…
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VCT Investment and the appeal of deep tech: A Q&A with Foresight Group’s Andrew Bloxam
In this exclusive interview with GBI Magazine, Andy Bloxam talks us through Foresight Group’s involvement in VCT technology investment and why he…
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Aegon sets out pensions and savings ‘watchlist’ for Spring Budget
Aegon’s Steven Cameron and Kate Smith set out what’s on their watchlist ahead of the Spring Budget on 6 March. Income tax…
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Morningstar reveals line up and agenda for UK investment conference in May
Morningstar UK Limited has today announced the agenda for its 18th annual Morningstar Investment Conference UK, to be held on Wednesday 1st May 2024 at the…
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Government’s stealth tax agenda laid bare in new income tax figures
Written by Rachael Griffin, tax and financial planning expert at Quilter This morning’s personal income statistics reveal the harsh reality of how…
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