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.
Archives for 2025
Crypto in client portfolios? Advisors on bitcoin, 1 year after ETF approval
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.
4 New Year’s resolutions wealth managers are making for 2025
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.
Using A 1035 Exchange To Turn An Unneeded Life Insurance Policy Into An Annuity
Occasionally, an owner of a permanent life insurance policy may decide that they no longer need their policy – either because the death benefit is no longer necessary or because they simply want to access the policy’s underlying cash value for their living expenses in retirement. Unlike term life insurance, permanent life insurance doesn’t simply […]