Rocha Lima News Today

The great and the good of the financial advice profession gathered at The Londoner last night, to celebrate the winners of the Money Marketing Awards 2023 at a glitzy ceremony.

Here it is. The full list of all those who are in the running to take home a trophy at the Professional Adviser Awards 2023…

Advisers should make equity release part of any conversations about retirement planning, as it is “an absolutely fantastic option” for a lot of people, delegates heard.

Good morning and welcome to your Morning Briefing for Wednesday 3 November, 2021. To get this in your inbox every morning click here. LV= vote nears  The LV= saga is nearing some form of conclusion as the mutual has published member vote packs. These detail the expected financial benefits for members from the

Members of the Chartered Institute for Securities & Investment (CISI) have elected Amyr Rocha Lima and Peter Moores to its board of directors.

FCA Spac changes to have ‘significant impact’ on UK advice M&A Lowering threshold for initial listing to £100m ‘makes it a perfect size for an acquisition vehicle’ Looser regulatory restrictions around special purpose acquisition companies (Spacs) could have a “significant impact” on the UK financial advice market as investors look for alternative routes to tap into rampant consolidation in the space. A Spac is a corporation formed for the sole purpose of raising investment capita...

Hard-hit NHS staff: Advisers discuss new tax year challenges Budget consequences Jon Yarker As the new tax year begins Jon Yarker talks to advisers about the challenges clients may face, including dealing with the stealth tax measures from this years Budget... NHS staff and other public sector works are likely to be some of the hardest-hit taxpayers this year, according to advisers looking ahead to potential fallout from Chancellor Rishi Sunaks recent budget. On 3 March 2021, Chancellor Sunak u...

The rise of TikTok finfluencers offers lessons for the investment industry TikTok is awash with gurus offering investment advice. (AFP via Getty Images) If anything can be learned from the unfolding Reddit frenzy it’s the power of retail investors on social media.  The intersection of social media and finance has existed for years but as with every platform it didn’t take long for the rise of so-called “finfluencers”.  No longer just a platform for teenage dance chal...

Bitcoin goes mainstream as first City fund house buys £550m of digital gold Ruffer adds Bitcoin to its popular investment trust and £3.5bn Total Return Fund Ruffer has bought Bitcoin to help diversify its portfolios Credit: ROSLAN RAHMAN/AFP  British fund house Ruffer has become the Citys first major investment company to buy Bitcoin for DIY investors adding £550m of the digital currency last month. The firm, which manages some £20bn of Britons savings, added Bitcoin into the popular Ruf...

John Parker has been diagnosed with cancer and needs financial advice  Credit:  David Rose/ David Rose Being diagnosed with cancer starts a chain of emotional and physical challenges. It also brings financial ones. For John Parker, an 80-year-old retired doctor, the most important consideration is whether his wife will be supported financially if he passes away before her. Mr Parker, who asked to speak under a pseudonym, has chronic lymphocytic leukaemia. Although it does not yet require tr...