finance firms
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Income tax reform needed to boost growth in Scotland
Rathbones has called for a renewed focus on Scotland’s long-term economic competitiveness to attract investment, skilled professionals and entrepreneurs. Rathbones makes its…
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Oil price hits $100 a barrel as Middle East hostilities escalate
As oil prices hit $100 a barrel for the first time since May, Jonathan Raymond, investment manager at Quilter Cheviot, discusses the…
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Moneybox completes £45 million employee secondary share sale
Moneybox has successfully completed its £45 million secondary share sale through the London Stock Exchange’s Private Securities Market (PSM) built on the…
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UK takeover target list grows as Segro deal puts spotlight on cheap valuations
As Segro shares surge 7% after the property giant backed a £14bn takeover bid from US rival Prologis, Susannah Streeter, Chief Investment…
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Experts react to easing inflation figures under Burnham
The latest UK Inflation figures have given Andy Burnham’s new government a welcome early boost as it prepares to set out its…
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AI use among UK financial advisers up from 43% to 74% in a year
The 2026 intelliflo UK Advice Efficiency Survey reveals AI adoption is transforming advice delivery, with three in four now using it. However,…
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World Cup reminds investors that small can be beautiful
Following the conclusion of the 2026 FIFA World Cup, Gabriel Sacks, Lead Manager of Aberdeen Asia Focus plc, looks at how the…
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What should wealth managers be looking for under the bonnet of multi-asset funds?
Multi-asset funds remain a core part of many client portfolios, but the market has changed significantly. As investment strategies evolve and adviser…
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The power of convexity: why resilient portfolios need more than diversification
In this article, Tommaso Mancuso, President & CIO at 3iQ, shares his insights on the role of convexity in a portfolio. The…
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UK equity market underpriced, underowned & underestimated
Clive Beagles, Senior Fund Manager of the JOHCM UK Equity Income fund, shares his insights on the state of the UK equity…
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Podcast #181: Getting AI right in financial advice, with Dynamic Planner’s Rory McLaren
In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we’re unpacking the topic of AI in advice and…
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Morningstar: Fixed income led European fund flows in Q2
Morningstar has published its review of the European open-end (OE) fund and ETF market for Q2 2026. European OE funds and ETFs, excluding money…
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Why you don’t need rocket fuel to power your portfolio
The SpaceX IPO has created undeniable excitement, but investors only need tiny daily returns for their portfolio to go stratospheric. Raymond Backreedy,…
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What 2026’s mega-cap AI listings mean for multi-asset portfolios
This feature was produced in partnership with AJ Bell. As mega-cap AI IPOs reshape public markets, James Flintoft, Head of Investment Solutions…
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Why compliance teams still face complexity in an era of simplification
In this exclusive article, Xiang Yu, Signal Product Team at Confluence Technologies, outlines why compliance may be getting simpler on paper but…
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deVere Group: Burnham & Healey testing gilt market’s patience
John Healey’s surprise appointment as Chancellor does nothing to neutralise the danger posed by new UK Prime Minister Andy Burnham’s own instincts…
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Who will pay for Burnham’s economic agenda?
Burnham’s VAT carrot raises a bigger question: who will pay for his economic agenda? Charlotte Kennedy, Chartered Financial Planner at Rathbones, answers…
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Time to rethink defense investing in age of technology
In this exclusive article, Igor Pejic, author of the new book Tech Money, assesses the shift from industrial-age warfare to software-driven conflict,…
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How AI can become end of investment diversity
The more Wall Street relies on AI, the more it starts to think alike. In this article, Alex Tsepaev, Chief Strategy Officer…
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Titan Wealth reveals the hidden gap in Britain’s wealth transfer plans
Among UK parents aged 55 and over with assets totalling £650,000 or more, a subtle but important gap is emerging between confidence in retirement…
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