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Advisers have been encouraged to assess the impact of potential future events on clients' financial plans as the imminent Consumer Duty deadline approaches.
Insurance rates increased year-on-year by 4.5% in the first quarter of 2023 with property being the key driver according to research from Acturis. Rachel Gordon
FE Investments, the £5bn managed portfolio service, has launched a range of responsible investment reports on its five portfolio ranges.
But there are still three big barriers that put some people off Two-thirds of financial advisers are investing more of their clients’ money in dedicated ESG fund propositions compared to this time last year, according to research from FE fundinfo. The And the driving force behind the change seems to be coming from the clients. Last year, interest in ESG strategies came from a combination of investor demand and institutional sales pressure. This year, however, 73% of advisers report that their clients are more interested in ESG investing compared with 2020. And the rising demand shows littl...
5 th May 2021 8:53 am Good morning and welcome to your Morning Briefing for Wednesday 5 May, 2021. To get this in your inbox every morning click here. Platform takeover Business transactions often have twists and turns along the way and James Hay’s purchase of rival platform Nucleus has been no different. But it seems the deal is edging closer to the finish line. James Hay chief executive Richard Rowney has taken delight in Nucleus shareholders “overwhelmingly” accepting the firm’s offer. “Shareholder approval is a key milestone in the journey to bring together the respective expe...