Mabel Insights teams with Oxford Risk to roll out portfolio comparison tool
Tool includes all risk-mapped funds and portfolios from Oxford Risk
Author: Alex Sebastian
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AI expected to impact advisers more than regulation or ESG
‘It’s fascinating how quickly AI has become such a major issue for advisers’
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PEOPLE MOVES: Schroders Personal Wealth, Oberon Investments
Two professionals added to client office senior leadership team
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Premier Miton’s David Jane: These six stocks are profit magnets but share a key risk
Earnings growth for these companies has been outstanding
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AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009
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Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
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Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Budget leaves advisers facing 70.5% tax raid on clients
‘Massive’ impact on some families
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PEOPLE MOVES: Abrdn, Mirabaud AM, Polen Capital, Goshawk AM
Steve Logan rejoins the company
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Autumn Budget 2024: Chancellor extends IHT threshold freeze to 2030
Reeves also announced a new 20% IHT rate on AIM-traded shares
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Autumn Budget 2024: Pension tax-free lump sums come through Budget unscathed
Fears the the tax-free rate would be slashed did not materialise
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Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016