Despite the administrative and regulatory burden on financial planners amplifying, some firms are obtaining discretionary permissions to gain more control over client portfolios. Claire Tyrrell explores...
If a client has a sizeable amount to invest, a discretionary fund manager (DFM) could factor in their investment proposition - but should advisers outsource this service or take a more DIY approach? ...
Jumpstarting funding for clean energy infrastructure
Green bonds are one of the more visible sides of the increasing interest in environmental, social and governance (ESG) impacts on investing. The events of 2020 appear to have only accelerated this trend.
'We have seen a sea-change in attitude'
Assessment of value reports
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Pension boost from lockdown pain
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020