9 in 10 investors expect unrealistic 9.2% returns says report
Intense Life Desires Fidelity surveyed 1,000 investors for its Be Invested report UK investors expect 9.2% annualised returns...
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4 in 10 advisors are concerned about AI replacing them
Around four in 10 advisors are at least moderately concerned about aspects of their role...
Net outflows drop 96% for Brooks Macdonald
Andrea Montague took over as CEO on 1 October 2024 Wealth manager Brooks Macdonald saw...
Trump’s tax bill offers planning opportunities for clients
Tax clients are already starting to ask their accountants about the many changes in the...
Outflows rise 22% for Liontrust
John Ions, CEO of Liontrust Net outflows rose 22% for Liontrust Asset Management in the...
Emerging markets investments discussed by Morningstar
In an industry known for its veritable alphabet soup of acronyms, the lower or even...
NextGen rebrands to Plannex
NextGen, now known as Plannex, currently has over 1,500 members. Financial Planning community NextGen is...
RBC lands fourth UBS team in 3 months
RBC Wealth Management continues to provide happy hunting grounds for UBS advisor teams. This week,...
43 FCA staff paid more than £200,000 last year
A total of 43 FCA staff were paid more than £200,000 each last year, analysis...
Top 10 dividend stocks of the past year
Growing up in Pennsylvania, Kirk Reagan, owner of High Flight Financial Allen, Texas, said as...