Northern Ireland pension savers are the least confident in the UK that they will enjoy financial freedom in retirement, according to a new study. Savers from Scotland and the East of England were also concerned about later life finances, with many of those surveyed saying they were not confident that they would be able to […]
Archives for October 2024
Jupiter net outflows top £5bn
Jupiter Fund Management saw £1.6bn in net outflows for the quarter ended 30 September, taking total net outflows for the year to date past the £5bn mark.
Keeping secure this Cybersecurity Month
When it comes to security, businesses can be at a loss when the crime occurs online. No robber hides around the corner; no corner store gets held up. In fact, cybercrime can happen in broad daylight with just a few lines of text in an email. We spoke with Ed Blackman, Reckon’s CTO, to get […]
Orion, RBC Wealth Management named Innovators of the Year at ADVISE AI
The top award winners cap off Financial Planning’s inaugural Innovation Award series.
Michael Kitces on what he does — and doesn’t — trust AI with
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
‘Diet’ COLA: Advisors talk to clients about the lowest increase in years
With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here’s how planners are guiding clients through the impact of that slight bump.
CISI adds new board member
Professional body the Chartered Institute for Securities & Investment (CISI) has appointed Neil Atkinson Chartered FCSI to its Board.
The top 10 best-performing ESG funds of the decade
ESG has become more material to over two-thirds of asset owners’ investment processes in the previous five years, Morningstar says.
Gifting Without The Headache: Tax-Efficient Strategies To Stay Under Gift Reporting Limits
Gifting is a common planning topic discussed between advisors and clients – often raising questions about which gifts are taxable, need to be reported to the IRS, or may be exempt from reporting altogether. The rules around gifting are nuanced and can create confusion for clients, but advisors with a clear understanding of gifting strategies […]
FCA issues warning over 5 unauthorised firms
The FCA has issued warnings over five unauthorised crypto asset, forex and CFD firms operating in the UK without any permissions from the regulator.