Holly Mackay

Report: Reputational risk putting advisers off sustainable funds

Investment

Report: Reputational risk putting advisers off sustainable funds

Greenwashing fears

clock 08 September 2021 • 2 min read

Regulation

FCA value assessment review: An 'uncomfortable read' but unsurprising

‘Too many firms see it as a compliance project’

clock 07 July 2021 • 5 min read

Your profession

Google clamps down on financial services adverts with new policy

Effective 30 August

clock 30 June 2021 • 3 min read

Pensions

DWP consults on simpler benefit statements for DC pension savers

Increase understanding

clock 18 May 2021 • 2 min read

Your profession

Digital client meetings put pressure on adviser fees - Boring Money

Boring Money Advice Report 2021

clock 12 May 2021 • 2 min read

Investment

Boring Money: Asset managers 'marking own homework' after just 3% of funds not delivering value

Baillie Gifford and Franklin Templeton among groups offering ‘most useful’ AoVs

clock 11 November 2020 • 2 min read

Investment

Boring Money: Fundsmith and Baillie Gifford enter investor value top ten

Vanguard retains title

clock 06 November 2020 • 2 min read

Your profession

Advisers underestimate client interest in ESG - research

The Great British Sustainable Savers Census 2020

clock 30 September 2020 • 2 min read

Your profession

Potential Royal London and LV= merger: Complex and disruptive or powerful and modern?

Professionals from across personal finance sectors have deemed the potential Royal London and LV= merger to be a “powerful opportunity,” but one that is “bound to be complicated”.

clock 28 September 2020 • 4 min read

Your profession

Clients want more adviser contact after pandemic jitters - Value of Advice report

Big life events main triggers for advice

clock 02 September 2020 • 2 min read