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7IM launches strategic AI partnership with leading AI firm Aveni to introduce transformational technologies to support client-centric growth
Aveni.ai, the AI fintech business, has been selected by the client-centric, technology-driven wealth and investment management business 7IM as a strategic AI partner. The…
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Poised for resilience and potential price appreciation
By Daniel J. Ivascyn, Alfred T. Murata, Joshua Anderson, Esteban Burbano We see meaningful value in high quality, more liquid bonds that…
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HMRC launches new campaign to pursue unpaid tax from crypto investors
HMRC has today launched a new campaign to encourage people to come forward and disclose any unpaid tax on crypto assets such as exchange…
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Savers rush to fixed-rate accounts before interest is cut – AJ Bell
Laura Suter, head of personal finance at AJ Bell, comments on the latest Bank of England Money and Credit data. She said: “Savings rates…
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Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid assets. But with…
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Artemis to launch its Leading Consumer Brands Fund
Artemis has confirmed the launch this week of its latest fund, designed to tap into the increasing appetite of the world’s ever-larger…
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OPDA welcomes Government pilot projects for digital homebuying solutions
The Open Property Data Association (OPDA) has warmly welcomed the Government launch of pilot projects to explore digital solutions to improve the…
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Personal investment firms that give bad advice to hold capital for redress
The Financial Conduct Authority (FCA) has today announced proposals to require personal investment firms to set aside capital so that they can cover compensation…
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SimplyBiz launches additional support package for discretionary wealth management firms following regulator’s ‘Dear CEO’ letter
Award-winning compliance and business support provider, SimplyBiz, has announced the launch of a range of support for discretionary wealth managers and DFMs…
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Partners and Employees of St. James’s Place Scale New Heights for Charity
Partners and employees of St. James’s Place scaled new heights this month, as they took on one of the worlds hardest and…
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