The Jupiter Global Government Bond Active UCITS ETF is the asset managers first ETF.

Jupiter has launched an active exchange traded fund (EFT) for global government bonds in partnership with ETF specialist HANetf.

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WBR has made a number of acquisitions in recent years.

SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.

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The spectrum of platform options from the NextWealth report

Financial advice firms with between 6 and 50 advisers are increasingly adopting customised platform models, according to new research.

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CFP professionals across the world in 2024

The number of global Certified Financial Planner (CFP) professionals passed 230,000 for the first time in 2024, latest data shows.

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Martin Cotter, MD of the Lumin VZ Group

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).

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Gilt yields have risen to levels not seen since the 2008 financial crash in recent weeks

The number of adviser gilt purchases through AJ Bell Investventre’s gilt dealing service increased by 436% in 2024.

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Chancellor Rachel Reeves said she may soften the move in the October Budget to scrap the non-dom tax status

Proposals for softening the Budget crackdown on non-dom individuals have failed to reverse the wave of departures of wealthy people from the UK, according to a new report.

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Industry commentators expect the annuity market to continue to growth this year

We can expect the robust growth of annuities in 2024 to continue this year, with another potentially record year for sales possible, according to industry commentators.

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Rob Yuille, head of long-term savings and policy at the ABI

Sales of pension annuity contracts jumped 24% in 2024 to 89,600, according to new data from the Association of British Insurers (ABI).

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Evelyn Partners CEO Paul Geddes

Wealth manager and Financial Planner Evelyn Partners has reported record AUM of £63bn for 2024 in its latest quarterly trading update published today.

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