08/06/2019
Employer contribution gap can lead to £100k pot difference- Aegon
The Aegon analysis assumes an earnings increase at 2 per cent a year and investment growth on the funds of 4.25 per cent a year after charges.
Comment, Analysis & Research
08/06/2019
Firm Foundations by Joe Moynihan
There’s no doubt that the Jersey Foundation has been a clear success, receiving a strong take-up over the past decade as an asset holding vehicle for people and corporate bodies.
08/05/2019
From a Pivot to a Pirouette
Through the past weeks of volatility of equity markets, gold has continued to accumulate in value.
08/03/2019
Cashing in – how cashflow modelling can make advisers more profitable
Ethos Financial Planners is an example of an advisory business that is reaping the benefits of latest cashflow modelling tools.
08/02/2019
Diversity push cannot be top down, says FCA
Sheldon Mills, director of competition at the FCA, told International Adviser that the watchdog has set up an executive diversity committee (EDC).
08/02/2019
Coutts London Prime Property Index - Prices are edging up, but don’t get excited
“Fewer properties on offer means that competition can be intense among buyers for desirable properties when they come up, and it’s not surprising to see gazumping on the rise.”
08/02/2019
7IM warns against 'best buy' investment trusts
The investment trust remains at a 32% premium, storing up more trouble for investors.
08/01/2019
Investment in private rental sector boosts UK new homes registrations
Enthusiasm for PRS developments fuelling increase, says NHBC
08/01/2019
G7 group calls for urgent action on cryptocurrencies By Declan Goodwin, Vistra Corporate Law
The group issued a report saying considerable work needed to be done before the much-hyped Libra “stablecoin” led by Facebook could formally gain approval.
07/31/2019
UK advisers demand more focus on decumulation
Conversely, 85% of advisers said that their clients entering decumulation were most concerned about the impact of a disorderly Brexit on their retirement portfolios.
07/31/2019
HSBC survey highlights shifting business priorities
The survey shows that 34% of decision-makers think their technological focus will ‘totally’ change over the coming 24 months, with a further 45% expecting ‘slight’ change.
07/31/2019
Intelligent Automation Is the Next Step to Working Like Tomorrow, Today
Enterprises that embrace the future of work harness automation to drive operational benefits, like time and cost savings and increased capacity.
07/31/2019
With PPI deadline looming, Lloyds mis-selling bill rises by a further £550mn
The shares dropped 4% in response to the news and are trading at their lowest level since January.
07/31/2019
FCA and Practitioner Panel publish findings from 2019 joint survey
Between January and March 2019, 2,888 firms completed the survey.
07/30/2019
How can advisers close the wealth transfer generation gap?
Worryingly, the survey also shows a disconnect between the expectations of younger and older generations when it comes to wealth transfer, finding that only 7.6 per cent of over 65s plan on passing on the majority of any inheritance during their lifetime.
07/30/2019
Wealth Management Market to achieve considerable growth in 2025
The growth is attributed to the rise of high net worth Individuals.
07/30/2019
Jupiter looks to bolster investment trust arm
Trading updates to 30 June 2019
07/29/2019
Investors plot their own extinction rebellion
Boardrooms are told they must take action if the planet is to remain hospitable
07/29/2019
Markets and the meaning of life
Financial markets are also more complex than they might appear to the unelected technocrats at the central banks who are attempting to tame them.
07/29/2019
Monetary policy might be running out of steam
Central banks are moving towards an era of cheaper money but the strategy is already failing to pay off Easier monetary policy appears to be the strategy of the day but events over the past week have raised some questions about its wisdom, its likely eff