Five things your clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

clock

It's our round-up of the stories your clients may have read in the national newspapers over the weekend...

ISA millionaires Would it have been possible to become a millionaire just by using up ISA and PEP allowances over the past 25 years? Yes, according to the Telegraph, which reported on how businesses such as Brewin Dolphin and Kilik & Co claim to have clients who have achieved just that. In the case studies presented, the clients went directly into shares and patience was inevitably key to achieving the long terms gains. Global equity income Nothing particularly ground-breaking in a Guardian piece assessing the opportunities in global income equity funds as investors think about movin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

'Discussion-worthy stuff': Chinese assets under pressure

'Discussion-worthy stuff': Chinese assets under pressure

China has an 18% share of global GDP and only a 3% MSCI ACWI weighting

Chris Justham
clock 02 April 2024 • 2 min read
Why investors 'can't outrun' slow-moving demographics

Why investors 'can't outrun' slow-moving demographics

'Demographic change is a key megatrend'

Darius McDermott
clock 07 March 2024 • 5 min read
Spring Budget 24: Ten key takeaways from Jeremy Hunt's speech

Spring Budget 24: Ten key takeaways from Jeremy Hunt's speech

British ISA, Office for Budget Responsibility, tax cuts

Valeria Martinez
clock 07 March 2024 • 4 min read