READ MOREArticles8th January 2014UK Investors are UnderweightThe majority (50%) of UK independent financial advisers (IFAs) believe sophisticated investors are underweight in the venture capital sector according to new research commissioned by leading venture capital investor Albion Ventures.
READ MOREArticles17th January 2022Dos and Don’ts with CryptocurrencyIf you are looking to get started with cryptocurrency and either invest or buy and sell coins, you will want to understand the basics and what to look out for. Depending on what your needs are, you may be wanting to invest in a cryptocurrency and see how the price performs in the long term, or you may want to get straight into buying and using digital currency to purchase goods and services. Either way, here’s a short guide to some of the dos and don’ts with cryptocurrency to keep in mind.
READ MOREArticles1st August 20223 Do’s And Don’ts Of Financial Planning For Your BusinessMost businesses are established primarily to make money. Businesses won’t last if they don’t make a profit. There could be an exception to the rule for non-profit organisations. But every firm needs to generate some income to survive and cover its operating costs. Therefore, managing finances is crucial to the success of any organisation. A […]
READ MOREArticles5th May 2015Life Insurers Challenged by Competitive LandscapeChief financial officers (CFOs) at North American life insurance companies say they continue to face sizable competitive challenges to their profitability, yet only a small number (20%) believe they are well prepared to respond to this competitive environment.
READ MOREArticles16th April 2014Bridging the Family Business Generation GapThe transition from one generation to the next can make or break a family business; and as the 'baby boomers' hand over to the 'millennials', the risks of getting it wrong have never been greater.
READ MOREArticles24th March 2026What Families Should Know About Special Needs TrustsFor those with loved ones who have a disability, financial planning presents several challenges. The most common question is usually how to provide for their loved one’s future without jeopardizing their eligibility for critical government benefits.
READ MOREFinance/Wealth Management10th November 2025The Strategic Edge: How Accounting MBAs Strengthen Financial Leadership SkillsIn today’s fast-moving business world, leadership requires more than instinct and experience. It demands precision, foresight, and the ability to translate complex financial data into an actionable strategy. As organisations face mounting financial challenges and global competition, leaders with both financial literacy and strategic agility have become indispensable. This is where professionals with an online […]
READ MOREArticles19th January 2018An Ode to Banks: Collaborate And ThriveOpen banking will soon be with us, while some people are still fighting to accept APIs as the new reality, for many the dialogue has moved on and they now look to identify partners with whom they can collaborate and thrive. Andrew H Brown, Chief Risk Officer, Earthport Plc, tells us more.
READ MOREArticles10th February 2014Global AUM to Exceed $100tnResearch from PwC predicts that global assets under management (AuM) will rise to around $101.7 trillion by 2020, from a 2012 total of $63.9 trillion.