This meant many professional investors faced a choice between investing in income-bearing stocks and potentially underperforming relative to the global equity index, or aiming for the highest possible ...
Laura Elkin, lead manager on the £169mn AEW UK Reit prefers to have little exposure to office buildings in her portfolio, as ...
Exchange traded product issuer 21Shares and personalised wealth management platform Stratiphy have partnered to offer ...
A greater emphasis on financial education could encourage more female clients to seek advice, according to Vestpod founder, ...
“With the government recently confirming its intention to bring unused pension funds into the scope of inheritance tax from ...
There is growing support among younger age groups to reform the triple lock. Research by PensionBee found just 21 per cent of ...
Bond market returns have been dominated by duration in recent years, but this may be a less significant factor going forward, ...
Concerns about potentially unsustainable high valuations in US equities have led Scott Gallagher, director at Rowley Turton, ...
The Financial Conduct Authority said the consumer duty remains key to its strategy going forward, as the regulation reaches ...
As opposed to being just an extra hand in managing wealth, technology has directly shaped wealth management as an industry.
Three in five (60 per cent) cash Isa holders could be persuaded to move some of their funds and invest in a stocks-and-shares ...
Increased levels of hospitalisations through accidents and illnesses offer an opportunity for protection advisers to better engage with their clients, according to MetLife CEO, Adrian Matthews.
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