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Today’s News
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Ortec Finance powers growth ambition with senior hire
Ortec Finance, a global leader in goal-based financial planning technology, is stepping up its ambition to build a… Read more
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‘Fed still has room to manoeuvre after cut’ says Columbia Threadneedle’s Anthony Willis
This week, Anthony Willis, Senior Economist at Columbia Threadneedle Investments’, focuses on US interest rates – what changed last week and… Read more
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Investment trusts retain Heineken role for wealth managers
Attractive discounts, exposure to specialist assets and strong performance are the main reasons that wealth managers are increasing clients’ exposure to investment… Read more
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M&PI Podcast #19: Supporting clients with complex mortgage needs, with Hinckley & Rugby for Intermediaries’ Laura Sneddon
Now live: The latest Mortgage & Property Investment special edition of IFA Talk explores how advisers can best support clients… Read more
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Barrow Hanley: The ‘forgotten middle’ – why now for US value mid-caps
Over the past decade and a half, ‘US exceptionalism’ has dominated global equity markets, with the S&P 500… Read more
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AJ Bell: Three years after the mini-Budget, why isn’t the market panicking about higher gilt yields?
It will be the three year anniversary of the Truss-Kwarteng mini-Budget on 23 September. With that in mind,… Read more
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Greenbank wins Best Sustainable Investment Wealth Manager/DFM Group award
Greenbank has been awarded the title of ‘Best Sustainable Investment Wealth Manager/DFM Group of the Year’ at the… Read more
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Nucleus launches CPD learning zone for advisers
Nucleus, the largest independent adviser platform group in the UK with over £100bn of assets under administration, today announces the… Read more
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Truly Independent: Advice, inclusivity and the Evangelista Effect
Thirty-five years ago, in an interview with Vogue magazine, Linda Evangelista was asked how much she earned as… Read more
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Evelyn Partners reveals women get 25% less than men at business exit
Biannual ‘No Diversity, No Deal’ event hears female entrepreneurs exit their firms for £3.9m on average versus £5.2m… 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…
