News

Advisers maintaining stance on US equities in client portfolios – survey
The majority of financial advisers are recommending clients maintain or increase their allocations to US equities despite the ...
II Lat Am Forum 2025 preview – with Gustavo Otero, Investors Trust
The countdown to IA's sister title Investment International's fourth annual II Latin America Forum 2025 – which is to be held ...
Pension IHT reforms will see clients and advisers face seismic shift
Last week the Government announced it was pushing ahead with its plan to bring discretionary pension scheme death benefits ...
South African firm Finwel under investigation following client complaints
The South African watchdog is investigating Finwel Financial Management Services regarding allegations clients experienced losses on low-risk investments sold to them by the firm. Marius Schonken and ...