In a strategic move, Mabel Insights has expanded its partnerships, now including 7IM as its latest discretionary fund manager (DFM).Mabel Insights, known for its model portfolio…
Mabel Insights, a platform for fund comparison, adds Waverton as a partner.This alliance follows a series of partnerships for Mabel this year.Waverton aims to enhance data…
Survey shows rising pessimism among financial advisers for the coming year.12% of independent financial advisers foresee a downturn in their business within a year.38% expect the…
A recent survey reveals that independent financial advisers are increasingly concerned about the UK’s economic prospects over the next year.12% of advisers foresee their business in…
A recent survey reveals the economic outlook remains bleak, with nearly half of financial advisers predicting a downturn.A significant number of advisers worry about their clients’…
Financial advisers express concerns about the UK’s economic future, according to recent findings.A significant 38% of independent financial advisers (IFAs) expect an economic downturn in the…
The launch of ‘Raise Your EI’ introduces a novel platform aimed at improving emotional intelligence among financial advisers and planners.Created by former adviser James Woodfall, this…
Financial advisers are reporting a lack of change in client allocations to private market assets over the past year.A recent survey by NextWealth indicates that 80%…
Financial advisers foresee a notable shift towards emerging and frontier markets over the next 18 months.A recent study indicates a potential 10-15% increase in allocations to…
The recent Autumn Budget 2024 introduced unexpected changes, particularly the inclusion of pensions under inheritance tax (IHT) from 2027, catching many off guard.Chancellor Rachel Reeves’s focus…
