Advisers are telling their clients to keep calm in the face of global stock markets falling and fears of a US recession. (Source FT Adviser)
Advisers urge clients to keep calm as markets tumble Read More »
Four of the largest US private capital groups deployed more than $160bn in the latest quarter as they ramped up investment ahead of an expected full-throttle revival in dealmaking. (Source Financial Times)
Private capital groups deploy $160bn as they prepare for deal revival Read More »
The chancellor Rachel Reeves has announced the first phase of a landmark pensions review as part of the new government’s mission to boost growth and make every part of Britain better off. (Source Professional Adviser)
Chancellor launches pensions review to boost investment Read More »
The number of client reports generated by advisers has increased exponentially as the Consumer Duty anniversary approaches, Dynamic Planner has reported. (Money Marketing)
Adviser reports surge to over 100,000 a month due to Consumer Duty Read More »
HM Revenue and Customs today revealed that Inheritance Tax receipts for April 2024 to June 2024 were £2.1billion, which is £83million higher than the same period last year. That is an annual increase of 4.1%. (Source Today’s Wills & Probate)
IHT receipts for April to June £83m higher than same period last year, data reveals Read More »
The onset of the Sustainability Disclosure Requirements presents a major overhaul in the way sustainability-based investments are labelled, marketed and reported in the UK. (Source FT Adviser)
Why the SDR will change the face of the UK’s sustainable fund market Read More »
King Charles unveiled the pension schemes bill in his speech at the state opening of parliament today (July 17) as Labour aims to put people’s pots at the heart of its bid to drive UK investment. (Source FT Adviser)
King’s Speech 2024: ‘surprise’ pension schemes bill unveiled Read More »
The majority (69%) of financial advisers do not have a plan in place to tackle one of the largest ever transfers of wealth due to take place between generations over the next 20 to 30 years, Octopus Investments has found. (Source Professional Adviser)
Financial advisers unprepared for great wealth transfer Read More »
Two thirds (67 per cent) of financial services leaders are more positive about the sector’s future growth under the new government, research from KPMG has revealed. (Source FT Adviser)
Financial services leaders positive about future under new govt Read More »
ESG Accord has launched an academy to help advisers get to grips with the Financial Conduct Authority’s Sustainability Disclosure Requirements (SDR). (Source Money Marketing)
ESG Accord launches academy to support advisers with SDR Read More »
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