Long read
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US and Technology Funds Dominate for the Third Consecutive Year | FE fundinfo reveals key trends and top performing funds and sectors for 2024
FE fundinfo, a leading financial data company, today released data showcasing the best performing funds and sectors in 2024. The data reveals…
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How new financial planners can future proof their roles
By James Woodfall and Cliff Lansley The world is rapidly changing as AI technologies advance. Financial planning will change too as clients’…
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Enterprise Investment Scheme (EIS) & Seed Enterprise Investment Scheme (SEIS) | Annual Report 2025
Welcome to the Tax Efficient Investment Report series 2025, the fourth in GBI Magazine’s annual series of focused reports on the tax…
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Pension Investment Review consultation closes today – pension experts share their comments
Today is the closing day for submissions to the Government’s Pensions Investment Review: Unlocking the UK pensions market for growth – GOV.UK.…
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What do rising gilt yields mean for clients’ money?
Written by Rob Morgan, Chief Investment Analyst at Charles Stanley A slow but steady rise in the UK’s government’s cost of borrowing…
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US inflation hits 2.9% in December – reaction from investors
In the last such announcement of the Biden Presidency, US CPI data released today shows that inflation in the US rose by…
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Transforming the advice and wealth management profession: Davies’ Matt Lonsdale highlights why – and how – advisers must embrace change to thrive
What does the political, economic and regulatory outlook for the next few months mean for wealth managers and financial advisers? Amid so much economic, political, and regulatory upheaval, the wealth management…
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Sighs of relief as inflation dips to 2.5%. Reaction from across the industry
The ONS has reported this morning that UK CPI inflation for the year to December 2024 came in at 2.5% – slightly…
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Rate uncertainty puts pressure on savers
Savers are urged to take advantage of competitive returns on longer-term fixed bonds to avoid disappointment. Moneyfactscompare.co.uk reveals the state of play in the…
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Mortgage rate gap drops to lowest margin since 2023
Moneyfacts UK Mortgage Trends Treasury Report data reveals the rate gap between the average two- and five-year fixed rate mortgage has fallen to…
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