The Magazine for Paraplanners and Financial Technicians - brought to you by Research in Finance
Joined May 2014
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As the World Cup kicks off, the @FundCalibre team look beyond the pitch to investment opportunities, highlighting funds offering exposure to nations expected to shine on football’s biggest stage professionalparaplanner.co.u…
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Kylie Clark, Customer Experience Director at @wealthtimeuk says that platforms must concentrate on getting the balance right in consistently executing the basics well, while continuing to improve the processes around them professionalparaplanner.co.u…
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Political volatility in the UK may dominate headlines, but Louis Hutchings, @NedgroupInvest says that where disciplined investors can look beyond the noise, pockets of opportunity across equities, gilts and currencies are being created professionalparaplanner.co.u…
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A reluctance to invest means millions of savers are missing out on potential long-term growth, says Scottish Friendly. professionalparaplanner.co.u…
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Pension saving plummets when employees move into self-employment, a new report has found professionalparaplanner.co.u…
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Residential property is no longer viewed as a driver of wealth for later life and retirement, says @RathbonesGroup professionalparaplanner.co.u….
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Emerging market equities: Overview & outlook
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Family Investment Companies (FICs) can be a topic of conversation when considering different IHT mitigation strategies. @Quilter says that it is essential to understand the basics of the FIC and how this compares with a trust structure professionalparaplanner.co.u…
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Comment: Stagflation risks loom
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A radical policy proposal that gives younger people the choice to receive the first year of their state pension early as a lump sum has been put forward by the Social Market Foundation. professionalparaplanner.co.u…
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The Department for Work and Pensions has launched a consultation to tackle fraud in Small Self Administered Schemes (SSASs), amid growing concern around fraudulent misuse professionalparaplanner.co.u…
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Advisers urged to think beyond traditional risk profiling
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Despite a surge in oil prices from the US‑Iran conflict, stable food costs are masking the impact for now, but falling farm profitability could pave the way for higher inflation ahead, says Michael Browne, Global Investment Strategist at @FranklnTempletn professionalparaplanner.co.u…
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T. Bailey builds on 20 years of its Multi-Asset Dynamic Fund to focus on the future
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Discretionary MPS assets have reached £208 billion, growing 32% in a year. professionalparaplanner.co.u…
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The Financial Conduct Authority has set out proposals to make it easier for first-time buyers, older borrowers and the self-employed to get a mortgage. professionalparaplanner.co.u… @TheFCA
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Model portfolio services have overtaken traditional multi-asset funds when constructing clients’ investment solutions, says @CStanleyDirect professionalparaplanner.co.u…
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Paul Squirrell, Head of Retirement and Savings Development at Fidelity Adviser Solutions, picks his top technical article from a series recently run in Professional Paraplanner daily emails professionalparaplanner.co.u… @Fidelity_UK
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Risk warnings on financial promotions put half of UK adults off investing, new research from Scottish Friendly has revealed professionalparaplanner.co.u…
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Artificial intelligence is set to reshape advice, with 89% of advisers believing the technology will transform the traditional client-adviser relationship professionalparaplanner.co.u…
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