• News | 10.11.2021

    The importance of due diligence within ESG portfolios

    While ESG is not a new way of investing, there are still many new funds available, making it increasingly important for advisers to ensure they pick the right one and with a new ESG fund being launched seemingly every month, proper due diligence is more important than ever.  (more…)

  • News | 08.11.2021

    Market briefing (no.41) – 8th November 2021

    COP26, Glasgow 2021 Glasgow is staging the annual UN Climate Change Conference of the Parties (COP) number 26 summit during the first two weeks of this month. COP26 brings international parties together to accelerate action towards the goals of the COP21 Paris Agreement and the UN Framework Convention on Climate Change. (more…)

  • Opinion | 01.11.2021

    The importance of COP26

    It is well known that the world is warming due to fossil fuel emissions. You only have to turn on the TV or look on social media to see events such as forest fires, floods and heatwaves, all linked to climate change happening around the world. These events are becoming more frequent with them only expected to intensify over the next decade, affecting countries, people and animals around the world.   (more…)

  • Pension tracing
    Opinion | 27.10.2021

    Have you lost track of your retirement savings?

    Research conducted by ABI last year highlighted that 1.6 million pension pots worth £19.4 billion are unclaimed.  Although these statistics are pretty shocking, they may not come as a total surprise. (more…)

  • energy lightbulb
    News | 27.10.2021

    Foster Denovo launches discretionary Climate Impact Portfolio

    Foster Denovo (FD) has launched the FD Climate Impact Sustainable Dynamic Portfolio, targeted at clients seeking specialised exposure to themes such as electrification, energy efficiency and alternative energy sources. (more…)

  • Sustainable Dynamic Portfolios
    News | 27.10.2021

    Foster Denovo launches Climate Impact Sustainable Dynamic Portfolio

    Financial Adviser Foster Denovo Limited has today announced the launch of a new climate-impact-focused discretionary portfolio, the FD Climate Impact Sustainable Dynamic Portfolio. (more…)

  • ESG developments sustainable investing
    Opinion | 14.10.2021

    How has ESG and sustainable investing performed during the pandemic?

    With the UN Climate Change Conference (COP26)  fast approaching, the topic of sustainability is on everybody’s lips as representatives from a variety of countries prepare to discuss climate change. In recent decades, human activity has made a noticeable impact on our planet, from rising sea levels to plastic pollution. (more…)

  • News | 11.10.2021

    Market briefing (no. 40) – 11th October 2021

    Stagflation – what is it and why should you be interested? Generally it is accepted that, in a recession, inflation falls. This is because wages come under pressure resulting in consumers and businesses spending less. (more…)

  • Cashflow modelling
    | 07.10.2021

    Is cashflow modelling a necessity for adviser firms?

    Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic.  (more…)

  • ESG
    News | 28.09.2021

    ESG is creeping into client conversations

    The lack of an obligation for UK advisers to specifically ask clients about their sustainability preferences is among the consequences of the country’s departure from the EU. (more…)

1 2 3 57
Filter News

Keep up to date with our latest news

Newsletter sign up

Sign up to receive our bi-monthly newsletter Smart Money.
  • This field is for validation purposes and should be left unchanged.

Press enquiries

If you have any media queries or want to talk to us, please contact Sophie Mayall at MRM Ltd.

accordian map downloadplusminus play-video select-box close downloadmapmapmap mapmapmapselect-boxmap mapvideo arrowarrow arrow