By Hilesh Chavda (pictured), a private client partner with city law firm Spencer West – Digital assets are an integral part of our lives and will become even more so in the coming years. But it is a regulatory Wild West out there which makes it difficult for anyone, especially executors and trustees charged with safeguarding and managing assets to deal with digital assets.
New data from Quilter shows that the number of people who opted out of the NHS pension scheme increased by nearly 10,000 in the 2019/20 tax year to 50,399 people.
By Roksana Ciurysek-Gedir (pictured), Chairwoman of the Impact Advisory Board, White Oak Global Advisors – The strong desire to help others and protect our planet is present in many of us and has been a defining feature of humanity for centuries. While the possibilities for giving back have never been broader, leading busy professional lives leaves most people with little free time to consider the options.
JPMorgan Chase is to acquire Nutmeg, a UK-based independent digital wealth manager which serves over 140,000 investors and manages in excess of GBP3.5 billion in assets.
Ross Klein (pictured), Founder and Chief Investment Officer at Changebridge Capital, writes on the potential effects of a proposed tax law change in the US on ETFs.
An overwhelming majority of IFAs would never consider recommending cryptocurrencies (93 per cent) or meme stocks (95 per cent) to their clients, according to insight from Opinium.
Platform providers gear up to increase security but more than half still rely on the basics, finds NextWealth
Nearly half (45 per cent) of UK investment platforms have introduced either two factor authentication (2FA) or multi-factor authentication (MFA) finds research by NextWealth.
Young people that fail to save into a pension because of the Covid crisis could miss out on thousands in savings by retirement age
Purely Pensions, a specialist in pension advice, complex retirement planning and defined benefit transfer advice, has uncovered that many young people starting work in the wake of the crisis who may have chosen not to begin saving towards their pension, could miss out on tens of thousands in savings by the time they reach retirement age.
Environment, social and governance (ESG) factors are playing an increasingly important role in the decisions of UK investors, new research by Butterfield Mortgages Limited (BML) has found.
The vast majority of financial advisers (81 per cent) expect their level of net AUM to increase over the next 12 months according to a survey carried out by Quilter Financial Planning.
Barclays Wealth Management & Investments is partnering with EOS at Federated Hermes, a specialist stewardship services provider.
Fred Zheng (pictured) at Triplicity writes on the growth of ETFs in China – With continuous improvement of the ETF market, the ETF market in China entered a new stage of rapid development in 2020.