Short read
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Trump Trades to take a backseat as Harris gains momentum – US Presidential Debate reaction from Saxo’s Charu Chanana
Last night saw the US presidential election TV debate between Donald Trump and Kamala Harris in what was considered an extremely important…
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Winners of the Charles Stanley ‘Understanding AIM IHT’ survey announced
Charles Stanley recently conducted a survey in collaboration with IFA Magazine, the survey focused on ‘Understanding AIM IHT’. The survey asked participants…
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One in five borrowers say lenders’ technology is falling short, reveals finova research
finova, the UK’s largest cloud-based mortgage and savings software provider, has today published a new report Homeownership in the digital age. The research uncovered…
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Advise Wise introduces affordability tags to enhance Consumer Duty compliance
Advise Wise, the leading later life sourcing platform, is proud to announce the introduction of innovative affordability tags to its platform. This…
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HL adds the Ninety One Diversified Income fund to the Wealth Shortlist
Hal Cook, senior investment analyst, Hargreaves Lansdown: “We are pleased to share that we have added a second multi-asset income fund to…
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Hanley Economic Building Society partners with The Modern Builder to enhance self-build offering
Hanley Economic Building Society has announced a strategic partnership with The Modern Builder (TMB), a leading platform in the self-build and modern…
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Beagle Street to move into the intermediary space
Term insurance and critical illness provider, Beagle Street, has confirmed that it is working on a unique proposition that will see it…
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Mastering Suitability Reports Part 1: Expert tips on navigating the rules
In the ever-changing world of financial planning, suitability reports are essential for making sure that your clients get the advice that’s just…
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No rest for the wicked: Institutional investors go out and into risk again: State Street Global Markets
The State Street Risk Appetite Index picked up modestly at the end of August after cautious start of the month (see Figure 1…
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New research reveals widespread lack of retirement readiness as UK overlooks professional advice
A new YouGov study commissioned by Unbiased, the UK’s leading marketplace for finding financial advisers, reveals that a majority of UK adults…
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