Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
News
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One in three UK investors increasing exposure to foreign equities
Research from ETP provider GraniteShares
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UK unemployment rate holds steady at 4.4%
Marginally below the Bank of England’s forecast of 4.5%
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Head to head: Change is in the air
Are investors right to turn their backs on Europe or do opportunities still persist in the region?
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Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
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Analysis: Are investors getting it wrong about the UK?
Many believe the gloom over the outlook for the country is misplaced
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Pridham report: Over half of UK fund groups see sale improvement in end of 2024
Pridham Report shows a quarter of growth for active equity funds
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Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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P1 Investment Services appoints investment account manager from ebi
James Fouche will aim to build the firm’s relationships with advisers
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PEOPLE MOVES: Beechtree Capital, Guinness Global Investors, JPMorgan American Investment Trust, Ruffer
Rob Burdett has agreed to chair a newly-formed advisory committee
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Schroders’ Benchmark Capital snaps-up Huddersfield-based advice firm
Directly authorised firm of four advisers with £200m of client assets
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Platforms Association expands board with four new members
New members to the industry trade body include AJ Bell CEO Michael Summersgill and Nucleus CEO Richard Rowney