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6 days ago | 
chicagobusiness.com | Dan McGrath |Dan Mcgrath
So, according to the best available evidence, Pope Leo XIV is a White Sox fan, despite the Cubs’ bold but premature efforts to co-opt him. Good to have that settled. Cubs or Sox might be the most important choice a Chicagoan faces in life, bigger than where to go school, what job to pursue, which car to drive or whom to marry.
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1 week ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
The Financial Services Compensation Scheme (FSCS) has confirmed that it is accepting claims against Campbell & Associates Independent Financial Advice, after placing restrictions on the firm. The financial adviser firm has a sole director, Lisa Campbell, who is also holder of the senior management functions.
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2 weeks ago | 
chicagobusiness.com | Dan McGrath |Dan Mcgrath
Being at the Vatican for a Notre Dame football championship might be one comparison, or better yet anywhere near Chicago for a Bears Super Bowl win. That’s kind of what it was like being in Ireland for Rory McIlroy’s victory in this year's Masters golf tournament. The man is revered in his homeland. The long-awaited completion of a career grand slam at age 36 marks him as one of the game’s greats, but that achievement is only part of his appeal.
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3 weeks ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Investor confidence in UK markets fell by 28 per cent in the first week of April, Hargreaves Lansdown (HL) has found. The firm’s investor confidence index, which surveyed HL clients between 1 and 8 April, revealed that confidence in North American markets dropped by 35 per cent. The financial services firm said that this followed the introduction of tariffs introduced by US President, Donald Trump, on trading partners and goods.
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1 month ago | 
moneyage.co.uk | Dan McGrath |Dan Mcgrath
An estimated 17.9 million Brits are set to be dragged into the basic rate of income tax by 2027/28 as a result of frozen tax thresholds, Quilter has revealed. The wealth management firm said that the current freeze on income tax thresholds has “significantly increased” the number of people paying tax for the first time.
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1 month ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
The Financial Conduct Authority (FCA) has concluded its six-week policy sprint, which aims to support new ways to help consumers make important investment decisions. The regulator’s sprint is part of its work on targeted support, as it looks to tackle the gap between bespoke financial advice and guidance. It comes after the FCA found that just 9 per cent of UK consumers took regulated financial advice in the past year.
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1 month ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Advisers have reported a surge in demand for inheritance tax (IHT) planning advice, with new clients accounting for most of the enquiries, research by Downing has found. The investment manager’s survey of UK financial advisers and wealth managers revealed that 43 per cent said enquiries are mainly coming from new clients, while 17 per cent stated that enquiries are mainly coming from existing clients, and 39 per cent said it’s a mix.
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1 month ago | 
chicagobusiness.com | Dan McGrath |Dan Mcgrath
It’s risky to use the Cubs as a reference point in a White Sox-themed anything, but in this case, context is helpful. In 2002, the Cubs slogged to a 67-95 record, fired manager Don Baylor and finished fifth in the National League Central. Among many low points of the Andy MacPhail regime, this was perhaps the lowest. In 2003, with Dusty Baker as manager and energized by some off-season and in-season acquisitions, they went 88-74 — a 21-game improvement — and won the division title.
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1 month ago | 
wealthinvestmentnews.co.uk | Dan McGrath |Dan Mcgrath
Almost a third (31 per cent) of independent financial advisers (IFAs) see succession planning as "vital", research by ValidPath has found. New research by the IFA network revealed that 23 per cent do not view it as a priority for their business, while 9 per cent currently treat succession planning as a central part of their business strategy. This figure increased to 25 per cent among IFAs looking to retire within five years.
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1 month ago | 
moneyage.co.uk | Dan McGrath |Dan Mcgrath
Over £54bn of adult cash ISA savings are earning 2% interest or below, with the majority being held in instant access accounts, Paragon Bank has found. The bank’s analysis of CACI data, which compiles the cash savings deposits of 40 providers, revealed that £52.4bn held in instant access accounts was earning 2% or below, which can be easily switched to higher paying accounts. Furthermore, just £1.7bn was held in fixed rate ISA accounts earning 2% or lower.
