Long read
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Autumn Statement 2023: Inheritance tax, stamp duty, the triple lock… What could be in the Chancellor’s speech?
The Chancellor of the Exchequer will deliver what could be a make-or-break fiscal statement at 12:30 on Wednesday 22 November, as the…
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ISA rule relaxation could pave the way for radical reform in boost for savers – AJ Bell
Written by AJ Bell head of retirement policy, Tom Selby AJ Bell has led calls for simplification of the ISA landscape and…
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How AI could influence the evolution of financial services
Written by David Dyke, Head of CMC Invest It’s been quite the year for AI. This time last year, the technology was…
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How accurately are you assessing clients’ attitudes to risk? Dynamic Planner’s Louis Williams explains why robust measurement of attitudes to risk is such a scientific process
In this article for IFA Magazine, Louis Williams PhD FHEA, Head of Psychology & Behavioural Insights at Dynamic Planner, takes a deep…
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No. Repeat, No. There Isn’t a ‘Gold Rush’ as Price Sets New Record Highs
Private investors have sold more physical gold than they’re buying as prices set new all-time highs, data from world-leading platform BullionVault shows…
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Why are investment trust discounts so wide?
Laith Khalaf, head of investment analysis at AJ Bell, comments: “It seems bizarre that investment trust discounts today sit at their highest…
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The importance of early financial education and how advisers can help
Written by Kristen Cunliffe DipPFS CeFC, Director at Red Star Education At some point or another, every part of our lives will…
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We meet again, Mr. Bond: Tam AM’s James Penny explains why he’s not shaken or stirred by bond market gyrations
Written by James Penny, CIO of TAM Asset Management ‘We meet again, Mr. Bond’, is a phrase from one of the UK’s…
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Why agility is a key part of an effective investment process, by Charles Stanley
Dan James, Head of Asset management, Charles Stanley, details the beliefs that run through their managed portfolio service (MPS). While it may…
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Economic and regulatory pressures cause advisers to rethink retirement planning
Advisers are increasingly adapting their approach to retirement planning for clients, as their changing circumstances, ongoing economic challenges and a new regulatory…
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