Short read
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“Excellent start to the year” as Evelyn Partners reports interim results
Evelyn Partners has announced its interim financial results (unaudited) for the six months ended 30 June 2023. During the period, the business…
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JM Finn promotes internally to Head of Operations role
JM Finn has promoted Todd Babington to head of operations following the retirement of Frank Reardon. Frank Reardon had served as head…
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Private Investors Bullish on Gold as U.S. Leads the Pack Out of Inflation
New research out today from BullionVault says half of private investors (49.5%) forecast the price of gold will increase by 10 per cent by…
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Landbay reduces pricing across all fixed rate products
Specialist buy-to-let lender Landbay has had a major price restructure across its fixed rate product range with reductions from 0.30% to 0.70%. …
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A third of advisers expect fees to increase as a result of Consumer Duty
New research from Quilter has found that almost a third (32%) of financial advisers expect their customer fees to increase as a…
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Inheritance Tax Receipts reach £2 billion from April to June 2023, up £0.2 billion year-on-year
Inheritance tax receipts hit £2 billion from April to June 2023, according to data released by HMRC today. This is £200 million higher than…
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One week to go until the Consumer Duty deadline – Three ways firms can make sure they are ready, from Delta Capita
With only a week to go until the Consumer Duty changes come into effect (31st July), Karan Kapoor, Global Head of Regulatory and…
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Evelyn Partners Active MPS team increases fixed income allocation as three new names added
In its latest re-balance of portfolios, the Evelyn Partners Active Managed Portfolio Service (MPS) team has increased its allocation to fixed income…
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ebi gains B Corp status
ebi, the award-winning discretionary fund manager and innovative disruptor, today announced that it has achieved B Corp status in recognition of its…
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One in seven IFAs still unclear about advising clients on good customer outcomes, ahead of impending Consumer Duty deadline
With the Consumer Duty deadline fast approaching, new research from global research and insights agency Opinium reveals that one in seven (15%) IFAs still do not…
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