NN Investment Partners
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Instant payments to exceed $110 trillion by 2029 globally, accelerated by European regulation and FedNow impact
A new study by global tech strategists Juniper Research has found that instant payments will surpass the $100 trillion mark in 2029; up from $60 trillion…
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A strategic and tactical business development roadmap for financial advisers | David Batchelor, Wills & Trusts Partnership Ltd
David Batchelor, Founding Partner of Wills & Trusts Partnership Ltd and co-founder of the Personal Finance Society, shares the lessons he’s learned…
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Ten reasons why the FTSE 100 could hit 10,000 by Christmas
Neil Wilson, Investor Strategist at Saxo UK, says the FTSE 100’s steady climb could see it reach 10,000 by Christmas. Valuations, dividends,…
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Winners of CISI Financial Planning Awards 2025 revealed
The CISI announces the winners of the 2025 Financial Planning Awards, celebrating excellence across top professionals, paraplanners, firms, and future industry leaders.…
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From assumptions to acquisition: How advisers are turning feedback into a growth engine | Emily Wastie, VouchedFor
Emily Wastie, Head of Firms at VouchedFor, explains how client feedback is transforming advisory businesses. Firms are using insights from prospects and…
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Cancer patients hit with nearly £10,000 a year in hidden costs
Research by the insurer Zurich UK found that one in three (30%) cancer patients have had to draw on their savings to…
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Market Report: Stock markets hold the high ground as US shut down drags on
Stocks held firm as the US shutdown dragged on, with the FTSE higher at the open. Wall Street hit new highs on…
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AI isn’t the threat; ignoring it is | Karen Barrett, Unbiased
Karen Barrett, founder and CEO of Unbiased, examines how digital automation and AI are transforming financial advice. She notes that while advisers…
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Moneyfacts: Loyalty costs savers as top rates dip
Falling bond rates and sticky inflation mean savers who stay loyal risk missing out on the most competitive returns. Moneyfactscompare.co.uk reveals the state of…
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Hargreaves Lansdown reaches two million clients and record AUA
Hargreaves Lansdown has reached two million active clients, marking a major milestone eight years after it celebrated its first million in 2017.…
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Why building an adviser business is all about selling a need | Katie Brinsden, Truly Independent
Katie Brinsden of Truly Independent argues that investors’ £2bn August exodus from equity funds, along with record bond redemptions and the first…
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Investors pull £1.8bn from funds in August as caution widens
Retail investors pulled nearly £2bn from equity funds in August, IA data shows, while government bond funds saw record redemptions. Hargreaves Lansdown’s…
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6 easy first steps to client acquisition | Damian Davies, The Timebank
Damian Davies, founder of The Timebank, shares six practical steps advisers can take to attract new clients and grow their businesses. Drawing…
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Consumer Duty two years on: Consumer understanding outcome drives creative thinking | Chris Jones, Dynamic Planner
Two years after its introduction, Consumer Duty continues to reshape how firms engage with clients. In this instalment, Dynamic Planner’s Chris Jones…
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Advisers report a surge in IHT enquiries ahead of the Budget
Advisers are experiencing a surge in enquiries about Inheritance Tax (IHT) planning ahead of this year’s Budget as demand for support on…
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Gilt fears overblown amid undue bearishness about UK bonds
Fears over gilts being trapped in a doom loop are overblown amid undue bearishness over the UK fixed income market, according to…
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Remortgage boom masks first-time buyer slump in September
The mortgage market sprung back to life in September after the summer lull, but Twenty7tec’s latest data shows the bounce was far from evenly…
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AJ Bell: UK active fund managers bounce back in historic year for the stock market
AJ Bell highlights a strong year for UK equities in 2025, with certain actively managed funds outperforming the broader market. In the…
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Gold just made a record monthly jump in British Pounds, adding over £300 per Troy ounce across September
Gold just made a record monthly jump in British Pounds, adding over £300 per Troy ounce across September according to analysis from…
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Wealth management and advice sector urges clearer, more consistent regulation to better support clients and unlock growth potential
A new study from PIMFA, the trade association for wealth management and financial advice firms, highlights the significant pressures firms face from…
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