Retirement
Will the last of the wealthy please turn off the lights?
I try not to get too political in these posts but, just over a year into Labour’s time in office,...
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Quilter partners with ZEDRA to expand professional trustee support
Quilter has teamed up with ZEDRA to make it easier for advisers and clients to appoint a professional trustee on...
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Octopus Investments names Erin Platts as CEO
Octopus Investments has appointed Erin Platts as its new chief executive officer. Platts will also remain CEO of Octopus Ventures,...
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Starting Out: Helping young people take alternative routes into advice
From GCSEs to A-Levels and then a degree is a well-trodden path to a career in financial advice – but...
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Louis Hutchings: Frontier markets, or how to farm the unfarmed
Shutterstock / encierro Jeremy Clarkson is best known as the outspoken presenter of Top Gear, but more recently he has...
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Artemis plans SmartGARP global small-cap fund
Artemis has set out plans to reposition its £176m Global Select Fund as an actively managed global small-cap strategy run...
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7IM unveils new reporting suite for advisers
7IM has launched the first phase of its next-generation reporting suite, aimed at giving advice firms faster and smarter access...
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The Morning Briefing: Square Mile fund rating changes; the threat of vertical integration
Good morning and welcome to your Morning Briefing for Tuesday 2 September 2025. To get this in your inbox every...
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Future Financial Adviser expands to support mortgage to advice pathway
Future Financial Adviser, the digital community launched in 2024 to promote the benefits of the financial advice profession to young...
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Clive Waller: Advisers face a new frontier in the AI journey
Clive Waller – Illustration by Dan Murrell Last month, I journeyed to Chicago for the Morningstar Investment Conference – an...
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Latest News
US stock index futures muted on stalled US-Iran peace talks
US stock index futures muted on stalled US-Iran peace talks
AllianzGI lands $270m for Asia-Pacific infra credit fund
Allianz Global Investors (AllianzGI) has raised $270m (£199.3m) in commitments at the first close of a private credit fund focused...
AAVE integrates with Solana via Sunrise, boosting DeFi liquidity
Aave is integrating with Solana through the Sunrise protocol, bringing Ethereum-sourced liquidity into Solana’s DeFi ecosystem. The market for Solana...
‘I hope to retire early’: I’m 56 and have 80% in a traditional IRA and 20% in a Roth. Am I in trouble?
“We have $3.5 million in savings — $2.5 million of which are in retirement accounts.”
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