Doors open to private markets
However, the higher fees, reduced liquidity, and increasing retail focus of ETFs mean financial advisers should approach with caution. (Source: Investment News)
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Industry
Industry related news and events
Advisers notice growing client demand for bespoke investments
A recent study has revealed that financial advisers are seeing increased demand from clients for bespoke investment services, as investors look for greater choice and personalisation in their investment strategies. (Source Professional Adviser)
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A decade of pension freedoms – has flexibility gone far enough?
The introduction of pension freedoms in April 2015 marked a significant turning point in retirement policy. (Source: FT Adviser)
A decade of pension freedoms – has flexibility gone far enough? Read More »
FCA proposes streamlined rules for alternative asset managers
The Financial Conduct Authority (FCA) has put forward proposed reforms to its framework for alternative asset managers, with the goal of simplifying market entry and supporting firms in scaling, competing, and driving innovation in the UK. (Source Money Marketing)
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How public and private markets can support UK businesses and drive growth
A new UK Finance report outlines how public and private markets can work together to support business growth (Source UK Finance)
How public and private markets can support UK businesses and drive growth Read More »
VCTs: The accessible growth vehicle for the new fiscal year
Investors have an opportunity to boost the UK economy through VCTs (Source Professional Adviser)
VCTs: The accessible growth vehicle for the new fiscal year Read More »
Wall Street giants hike recession risk expectations amid impending Trump tariffs
Some of the world’s leading investment banks and a major credit ratings agency have raised their recession forecasts for the US and global economies, as concerns over an escalating trade war intensify. (Source Investment Week)
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Financial planning ahead of April 6: A reminder of 5 key tax planning steps for TYE
With the April 5 tax year-end fast approaching this weekend, the window to maximize tax benefits is closing. Lubbock Fine Wealth Management offers last-minute tips to help clients enhance their tax efficiency before the deadline. (Source IFA Magazine)
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What advisers need to know about the Spring Statement
Chancellor Rachel Reeves’ first Spring Statement last Wednesday (March 26) was just shy of a mini fiscal event. (Source FT Adviser)
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Spring Statement 2025: Govt to meet stakeholders over VCT and EIS
HM Treasury will hold a series of roundtables with “key stakeholders” to make sure VCTs and the EIS continue to foster a supportive environment for entrepreneurs and scale-ups. (Source FT Adviser)
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