Advisers expect growing demand for Business Relief amid IHT planning
Its study with advisers and wealth managers found 81% expect the proportion of clients using Business Relief for IHT planning ...
Oak Group moves to private ownership under Opera, backed by Stephen Lansdown
Oak Group, a fiduciary, corporate, and fund administration business, has officially transitioned to private ownership under ...
One-year success rate for active equity managers rises against passive funds
The average one-year success rate for active equity managers has risen slightly, according to Morningstar’s Active/Passive ...
Arlene Ewing wins CISI mentor of the year
The Chartered Institute for Securities & Investment has named Arlene Ewing Chartered FCSI as winner of the CISI Mentor of The ...