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Podcast #142: Are pension transfer woes really over? A conversation with Anthony Rafferty, CEO of Origo
This week on IFA Talk, we’re getting into one of the biggest talking points in pensions – transfers.… Read more
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Capital Group study finds global dividends soar to record US$1.14 trillion in H1’25
Global dividends rose strongly in the first half of 2025, up 7.7% year-on-year on a topline basis to… Read more
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US shutdown: Investors reposition as shutdown begins
The US government has shut down after senators failed to reach a funding deal, marking the first closure… Read more
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Raymond James welcomes two senior hires to its Wealth Management Division
Raymond James Investment Services (Raymond James) announces two new senior appointments to its Wealth Management Services team, part… Read more
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Hargreaves Lansdown: US shutdown knocks equities off course
Asian stocks are down along with US and European futures as US fails to avoid a shutdown, while… Read more
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TrinityBridge: All at curren-sea
In this market insight report from TrinityBridge, Tony Whincup, their Head of Investment Specialists, reflects on the past… Read more
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JPMorganChase to launch J.P. Morgan Personal Investing brand in the U.K.
JPMorganChase announces a significant development for its U.K. consumer offering with the launch of J.P. Morgan Personal Investing in November… Read more
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Natixis IM: Potential of US Government shutdown
Jack Janasiewicz, Portfolio Strategist, Natixis Investment Managers Solutions, has commented on the potential US government shutdown tomorrow. A potential… Read more
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J. Safra Sarasin: US equities look increasingly bubbly
The equity market’s stellar comeback from its April lows has lifted valuations back to the peaks of this… Read more
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AJ Bell: Confirmation of subdued growth for the UK economy in second quarter
UK GDP showed unrevised growth of 0.3% in the second quarter of 2025, presenting a slowdown from the… Read more
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Latest Publications
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Are emerging markets entering a new investment era? | Wealth DFM 24 | June/July 2026
Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened…
