Platform partners with BlackRock to launch three money-market funds
They will be available for UK retail investors
Author: Fiona Nicolson
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Just 37% of female investors have high levels of financial confidence
This is compared with 52% of men
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UK taxman collects £2.6bn from IHT receipts in 3 months
Bereaved families are ‘increasingly filling government coffers’ due to frozen thresholds.
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Global wealth set to reach $629trn by 2027
But total net private wealth fell by $11.3trn at the end of last year
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Over 3 million Brits fell victim to a financial scam in last year
Total of £17bn lost to fraudsters
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Navigator partners with BlackRock to expand model portfolio offering in Singapore
Collaboration provides advisers and clients with access to the fund giant’s services
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UHNW investors eyeing up more private equity assets
Making it the second-largest asset allocation in UHNW portfolios
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Advisers missing out on benefits of intergenerational planning
As only 30% say they have discussions with clients’ children
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Investors Trust rolls out online university for advisers
It will only be available for IFAs working with the firm
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Progeny acquires Nottingham-based wealth manager
Taking the firm’s assets under management to £8bn
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Four-fifths of DB pension trustees expected to approach insurer in next five years
With 36% expected to approach one within the next year
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28% of HNW Brits have no measures in place to address IHT
Many more people will be impacted by inheritance tax in the future