Articles

  • 5 days ago | professionaladviser.com | Sahar Nazir

    The offering introduces seven risk-rated portfolios that combine active and passive investment strategies, with the aim of balancing cost control and return potential. The launch adds to the firm's existing MPS suite, which includes flagship, passive plus, and sustainable ranges. The blended MPS portfolios will be rebalanced monthly in line with RBC Brewin Dolphin's central investment team's views and tactical asset allocation decisions.

  • 5 days ago | professionaladviser.com | Jenna Brown |Sahar Nazir

    Nigel Farage proposes ‘Britannia Card’ Plans outlined by Reform UK leader Nigel Farage to charge high-net-worth newcomers and returners £250,000, with proceeds to be returned to Britain’s “lowest-paid” full-time workers, have been lampooned by advisers and tax experts.

  • 5 days ago | professionaladviser.com | Jenna Brown |Sahar Nazir

    Nigel Farage proposes ‘Britannia Card’ Plans outlined by Reform UK leader Nigel Farage to charge high-net-worth newcomers and returners £250,000, with proceeds to be returned to Britain’s “lowest-paid” full-time workers, have been lampooned by advisers and tax experts.

  • 5 days ago | professionaladviser.com | Sahar Nazir

    The assumption that social media and financial influencers are replacing traditional advisers may be premature, at least when it comes to the youngest generation of clients. According to Investment Forces, a recent research study conducted by Charles Schwab between 8 and 28 January 2025, more than half (67%) of Gen Z retail investors in the UK still consider professional financial advisers to be the most important source of information when making investment decisions.

  • 5 days ago | professionaladviser.com | Sahar Nazir

    The platform enables clients to receive, review and approve investment recommendations, make payments using open banking, view their portfolios, and message their adviser. Advisers, meanwhile, can send documents and recommendations via a dedicated adviser website, which has a full digital audit trail.

Try JournoFinder For Free

Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.

Start Your 7-Day Free Trial →

X (formerly Twitter)

Followers
1K
Tweets
14K
DMs Open
Yes
Sahar Nazir
Sahar Nazir @saharjourno
23 Apr 25

RT @Headlinemoney_: Here's the shortlist for the inaugural #HMAwards25 Diversity and Financial Inclusion Story of the Year! Congratulation…

Sahar Nazir
Sahar Nazir @saharjourno
23 Apr 25

RT @Headlinemoney_: Here’s the shortlist for our #HMAwards25 Fintech Journalist of the Year category, sponsored by @Zopa Well done @aly…

Sahar Nazir
Sahar Nazir @saharjourno
23 Apr 25

RT @Headlinemoney_: Next up we have the shortlist for Rising Star of the Year (B2B) #HMAwards25, sponsored by @CapitalGroup Congratulati…