Dec 3, 2024 · Clients in St James’s Place property funds are paying total fees of around £3mn per month, with them unable to exit these funds for up to two years.

Jan 6, 2025 · The FCA published an initial call for evidence in 2024 and more activity will take place in 2025. While conceptually most firms welcome the removal of much of the prescription within the current ...

Dec 18, 2024 · Meanwhile, geopolitical factors, including US trade policies under President Trump and tensions with China, are set to heavily influence global investment strategies.

FT Adviser is an all-encompassing website dedicated to the financial adviser and financial planner market covering investments, mortgages, pensions, insurance, regulation and other key issues ...

Jan 2, 2025 · About £5.5tn will be passed down from one generation to the next by 2050, a truly significant sum. As a result, the Office for Budget Responsibility has forecast that IHT will raise £7.5bn in ...

Jan 6, 2025 · FT Adviser provides its readers of financial advisers and financial planners with industry and regulatory updates and CPD on all the key developments in the world of pensions, including defined ...

Oct 30, 2024 · HM Treasury, in its official statement, said the changes will impact around 0.3 per cent of all estates in the UK. Ken Wotton, managing director, public equity at Gresham House said: "While we are ...

Sep 25, 2024 · Britain's top 100 Financial Advisers have been revealed, with Scottish firm Johnston Carmichael taking the trophy for the third year in a row.

Sep 29, 2023 · Consumer Duty has been one of the most important challenges and opportunities that advice firms have had to tackle in 2023, according to some of the companies in this year's FTAdviser Top 100 ...

Jan 6, 2025 · The board of Baillie Gifford’s US growth trust has unanimously recommended shareholders vote against a takeover by US hedge fund Saba Capital. The company’s non-executive chair, Tom Burnet ...