US

Vanguard snaps up US wealthtech platform Altruist

Technology

Vanguard snaps up US wealthtech platform Altruist

Deal values Altruist at $4bn, reports suggest

clock 27 August 2026 • 3 min read
Advising UK resident US citizens: A challenge worth embracing

Your profession

Advising UK resident US citizens: A challenge worth embracing

Cross-border rules create a plethora of pitfalls

clock 08 May 2026 • 8 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Simply balanced: supporting client goals through growth and diversification

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Simply balanced: supporting client goals through growth and diversification

Catch up on the discussion

clock 26 February 2026 • 1 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Unlocking Opportunities Beyond the US: Why now for the Baillie Gifford Managed Fund

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Unlocking Opportunities Beyond the US: Why now for the Baillie Gifford Managed Fund

Catch up on the discussion

clock 01 December 2025 • 1 min read
Watch PA's Working Lunch with Baillie Gifford: Acting your age – when growing up pays off

Investment

Watch PA's Working Lunch with Baillie Gifford: Acting your age – when growing up pays off

Catch up on the discussion

clock 29 October 2025 • 1 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Catch up on the discussion

clock 10 October 2025 • 1 min read
Darius McDermott: Rate relief or risk ahead?

Investment

Darius McDermott: Rate relief or risk ahead?

The most obvious beneficiary of lower rates is the small-cap sector

clock 25 September 2025 • 5 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Enduring Growth in a Changing World

Catch up on the discussion

clock 21 August 2025 • 1 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - A compelling opportunity: The UK is on offer

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - A compelling opportunity: The UK is on offer

Catch up on the discussion

clock 29 July 2025 • 1 min read

Investment

Watch Professional Adviser's Working Lunch with Schroders - Beyond the Pulse: Essential insights for financial advisers in 2025

Catch up on the discussion

clock 10 July 2025 • 1 min read