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How do advisory businesses build long term sale value from non-serviced clients?
Recent developments in UK financial regulation have without doubt caused issues and challenges for advisors and clients alike. With the introduction…
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Revealing the results of the ‘EIS on trial’ webinar as experts give their verdict
GBI Magazine recently hosted a one-of-a-kind “EIS on trial Webinar” in an attempt to uncover advisers’ true feelings about the investment scheme…
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All you need to know about markets in November in 5 minutes
November was a positive month for both equity and bond markets. In this week’s episode of #AskTheFundManager, Pavesh Sehmar and Baylee Wakefield…
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Launching our EQ Positive Impact report for 2023
EQ Investors is proud to unveil its seventh annual Positive Impact report. London: 20 November 2023 – EQ Investors (EQ), the B…
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Extended EIS Sunset Clause: Will Investors Seize the Opportunity?
Sarah Barber, Chief Executive Officer at Jenson Funding Partners It’s a welcomed move that the Chancellor has extended the EIS sunset clause…
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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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IFAs can invest in EIS product specifically for IFAs at 20% discount – deadline mid-December
A new launch, offering IFAs the chance to increase the value of their business, serve orphaned clients and benefit from pre-approved HMRC EIS…
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Advisers are looking for a solution to unprofitable or orphaned clients, are you?
Developments in UK financial regulation have created an Advice Gap In recent years, changes in regulation have meant that many financial advisers…
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Webinar – A smoother design for a With Profits fund (earn CPD)
The Wesleyan With Profits Growth Fund was designed with two particular objectives in mind. One was to make sure the design worked…
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Spotting clients that could benefit from tax-efficient investments
For professional advisers and paraplanners only. Not to be relied upon by retail investors. By Octopus Investments Beyond pensions and ISAs, how…
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