World Earth Day
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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Schroders sponsored report by Impact Investing Institute identifies long-term investment opportunities for wealth managers in impact space
The Impact Investing Institute has published a pioneering report, sponsored by Schroders, designed to help wealth managers understand the competitive landscape and…
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Market recovery has continued: IBOSS’ Thompson shares weekly report
Written by Rupert Thompson, IBOSS Chief Economist, part of Kingswood Group Global equities have continued their recovery, rising a further 2.5% or…
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Falling rates puts pressure on savers to lock in deals finds latest Moneyfacts research
The top fixed bonds have fallen in the past month and consumers are urged to prepare ahead of base rate cuts Moneyfactscompare.co.uk reveals the…
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Cash ISA shake-up rumours spark rush to accounts in March
Rumours of Cash ISA allowance cuts sparked a rush to ISAs in March, whilst savers poured in £4.2 billion to the accounts…
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Only 5% of advisers see cryptocurrency as an opportunity for investors
Despite recent signs of recovery in the cryptocurrency market, new data from research and insights agency Opinium reveals that only 5% of Independent Financial…
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Scottish Widows to launch Long Term Asset Fund
Scottish Widows is set to launch an open-architecture Long Term Asset Fund (LTAF) later this year, pending regulatory approval. This initiative is…
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St. James’s Place shares views ahead of Trump’s first 100 days in office tomorrow
Sarah Ruggins, Head of Investment Specialists, at St. James’s Place says: “Trump’s first 100 days of office, culminating with the recent “Liberation Day”…
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The Royal Mint Reports Record-Breaking Quarter as Gold Demand Surges
Investors seeking safe-haven assets amid economic uncertainty have driven online bullion coin revenue up 306% year-on-year. Insights from royalmint.com reveal silver and…
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Standard Life completes Sustainability Disclosure labelling implementation, investing close to £30billion via sustainability focused investment funds
Standard Life leads adviser marketplace by investing in labelled funds under SDR regime for its Future Advantage multi asset range, creating a…
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Four essential insights from intelliflo’s 2025 eAdviser index
We know that technology plays a crucial role in the success of advice firms. Since 2018, intelliflo’s eAdviser index has tracked how…
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Smoothed funds: charting a steady path through increasingly uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are put off by complexity…
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Three reasons investors should be cheerful – despite tariff chaos
From fresh tariffs and fracturing alliances to recession warnings, the headlines scream turmoil. But for investors willing to tune out the noise…
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Reynolds reaffirms ISA reform on the table ahead of Autumn Budget but remains tight-lipped on next steps
Emma Reynolds, Economic Secretary to the Treasury, reaffirmed that wholesale ISA reform is on the cards ahead of the Autumn Budget while…
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How advisers can help clients understand and overcome investor anxiety | Guest insight from Novia Global’s Linda Johnstone
In highly uncertain investment markets like those we’re experiencing right now, client fear can often override logic – but advisers have a…
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Government research highlights flaws in Lifetime ISA withdrawal charge
Research from HMRC published today reveals withdrawals from Lifetime ISAs, other than to buy a first home, were mostly due to unexpected financial…
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HMRC LISA research shows even financially literate confused by withdrawal penalty
With the news of HMRC’s qualitative research into understanding the LISA, Shaun Moore, tax and financial planning expert at Quilter comments: HMRC’s newly published…
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AI—Parnassus Investments’ Todd Ahlsten asks where are we now?
Sharing his latest analysis into AI from an investor’s perspective, Todd Ahlsten, Chief Investment Officer, Parnassus Investments and Portfolio Manager, ABN AMRO…
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PIMCO Perspectives: Trade wars and the U.S. dollar
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets. As U.S.…
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Longer-term fixed savings rates climb amid repricing rush
Moneyfacts UK Savings Trends Treasury Report data shows the average rate on both longer-term fixed rate bonds and fixed ISAs breached 4% for…
