GrowthInvest partners with intelliflo and Sprint Enterprise to deliver enhanced integrations for its growing client base
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments
Advisers and wealth managers will have landmark accessibility to portfolio data on private markets and alternative investments
There has been a “notable increase” in acquisitions among independent financial adviser (IFA) firms, a new study by Opinium has suggested. (Source Money Age)
Acquisition activity among IFAs on the rise Read More »
The UK government has opened an enquiry into the use of AI in banking, pensions and other financial services and its potential impacts. (Source Investment Week)
MPs to scrutinise use of AI in financial services following DeepSeek launch Read More »
Wealth managers that integrate AI with human expertise will gain a competitive edge, while others risk being left behind. (Source Professional Wealth Management)
AI reshapes investing in private markets Read More »
Speculation is mounting that the government may charge inheritance tax on pensions and extend the seven-year gifting rule. So how can you make sure you can pass on wealth to the next generation? Duncan Bailey explains (Source City AM)
Inheritance tax changes are coming – how should you prepare? Read More »
In this article, Parkwalk’s Chief Executive Officer, Moray Wright, and Chief Investment Officer John Pearson, explain why they think that the university spinout sector should be a key part of your client’s EIS portfolio. (Source IFA Magazine)
The wealth management sector is undergoing a “complete transformation” with customer-centric innovation being a major focus for firms. (Source FT Adviser)
Wealth management sector undergoing ‘complete transformation’ Read More »
With capital gains tax increasing since the Autumn Budget, investors are turning to tax wrappers like SIPPs and ISAs to shield their wealth (Source MoneyWeek)
How investors are protecting themselves from increased capital gains tax Read More »
Maven Cognition, a subsidiary of Maven Capital Partners (“Maven”), today announces the launch of the Maven Cognition EIS Fund (“the Fund”). (Source IFA Magazine)
Maven Cognition launches EIS fund targeting 3x returns Read More »
The introduction of pension freedoms provided a generous opportunity to use pension funds to pass wealth down through the generations tax efficiently. (Source: Money Marketing)
How ‘most valuable’ IHT exemption could help clients prepare for pensions raid Read More »