Short read
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Investigating smoothed funds and their relevance in today’s uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are…
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Could your meeting have been an email? study shows you waste 31% of your week in meetings
Meetings are a staple in most workplaces, but the age-old question of “Could your meeting have been an email?”exposes a growing productivity issue.…
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Sackers alert – april 2025 and beyond
With the start of the new tax year upon us, David Saunders, Sackers’ senior partner, shares comments: “As we stand on the cusp…
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Half of IFAs think reducing or scrapping the ISA limit would drive clients to invest
With savers rushing to meet this weekend’s tax year-end deadline, fresh data from research and insight agency Opinium reveals that 49% of Independent Financial…
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Chartering new paths – expanding the career potential of paraplanners
When we talk about careers in financial planning, paraplanners don’t always get the spotlight. For all the value they bring, paraplanners have…
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STEP release: global ‘attitudes to Wealth’ report published on attitudes to wealth and tax
STEP, the professional body for trust and estate practitioners, has today launched a major report Attitudes to Wealth – the first STEP survey of its kind…
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Ten years of fully subscribed cash ISA investment would leave you with just £213k
Saving £20k per year in cash ISAs for the last ten years would have left you with just £213k, shows analysis by…
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Global Markets, Sentiment Shifts, and Smarter Investing – with Charles Younes, FE fundinfo
In a world where markets seem to pivot on headlines and political rhetoric, staying ahead of the curve is no easy feat.…
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Why holding too much cash could be costing more than you think, according to AJ Bell’s Laura Suter
Cash savings feel safe. That’s the main reason so many people default to them, even when history shows that investing provides significantly…
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AI show down: Is ChatGPT or Copilot the better adviser’s assistant?
AI is rapidly transforming financial services, with tools like ChatGPT and Copilot promising to streamline processes, improve insights, and enhance efficiency. But…
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