02/03/2022
Investors surveyed recently by researchers for the FCA seemed to significantly underestimate these risks, with 45% of new self-directed investors not aware that ‘losing some money’ was a potential risk of investing.
02/03/2022
Marcuard Heritage says ‘60 is the new 40’.
02/03/2022
De Saint Pierre, who aims to turn France into the Group’s European flagship, has great faith in the next generation and partnerships with investment advisers.
02/03/2022
As a weakened Boris Johnson seeks to weather a damaging report into Downing Street parties, the country is grappling with a cost of living crisis
02/03/2022
The Great Resignation is a term used to describe the large volume of workers who left and are leaving their current job as the Covid-19 pandemic eases.
02/03/2022
Having built the company up through its direct-to-consumer channel, Wealthify decided to expand into the IFA market to reach more savers with smaller pots - typically those with £50,000 or less in savings at a flat fee of 0.6 per cent.
02/03/2022
The hike was expected by analysts, as the central bank had not made any moves to quell market speculation of a 0.25 percentage point rise.
02/03/2022
As per the last decade, global rates will be more linked to the ECB than the Federal Reserve, given its scale and magnitude versus others.
02/02/2022
Only adults from households that have been randomly selected to receive an invitation letter from the FCA can participate in the Financial Lives survey.
02/02/2022
A number of financial advisers complained last week about issues around the verification process that candidates had to complete before beginning their exams.
02/02/2022
Prime Minister Boris Johnson has launched a new Business Council following the two-year Brexit anniversary.
02/02/2022
Nationwide said a deposit now constitutes a record percentage of a first-time buyer's salary.
02/02/2022
Compiled every quarter by Boring Money, the figures are based on rankings provided by over 1,500 UK retail fund investors
02/01/2022
Tech IPOs raised a record £6.6 billion in 2021, double 2020 figures
126 companies raised £16.9bn through IPOs in London last year - the highest amount of IPO capital raised since 2007
02/01/2022
These have only been further enhanced in recent years and, for us, can be summarised into ten reasons for Switzerland continuing to be a highly attractive destination for those looking to establish suitable trust structures to manage and protect their wea
01/31/2022
RUSSIA'S oldest bank has warned traditional banking will need to re-think its business model as it transforms into an 'ecosystem'.
01/31/2022
The idea was to charge IFAs for the operating costs of the platform, getting rid of the need for clients to foot the cost of platforms’ profit margins.
01/31/2022
My last Winter Letter spelt out what we mean by our purpose of ‘Good Bankers and Good Citizens’. It was heartening to learn from our recent survey that so many customers appreciate our purpose-driven stance.
01/31/2022
Overall fraud levels increase by 20%
01/31/2022
Equities and bonds to suffer as steep rise in rates becomes lasting feature of economy, says Norwegian oil fund boss