Archives for 2025

Charity leaders say their investment risk appetite will increase in the next two years with four fifths – 81% agreeing that is the case, although many fear a market correction.

The vast majority of seniors surveyed about Social Security’s COLA say the number should be as much as five times higher than the government is forking over this year.

Experts in the finance and wealth management industries say AI saves time and helps synthesize large amounts of data, but technical and ethical limitations remain.

Focus Financial Partners also merges two of its RIAs and Captrust buys up two practices together managing nearly $2 billion.

Health and social care secretary Wes Streeting announced today an independent commission into social care costs and reforms, including more funding for elderly and disabled people to make home improvements.

Pension trustees have been urged to act ahead of the looming Pensions Dashboard staging dates to avoid unnecessary costs, protect member benefits, and ensure a smooth transition to their endgame strategy.

Four out of five financial services customers are either very concerned or somewhat concerned about tax increases being imposed by the new Labour government, according to a new survey.

In December, the BlackRock Investment Institute stated that giving bitcoin a 1% to 2% weighting would produce a similar share of profile risk as the so-called Magnificent Seven technology stocks in a standard 60/40 portfolio.

Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.