Stocks and Shares ISAs: A Guide to What You Can and Can’t Hold
A Stocks and Shares ISA is a type of tax-efficient investment account that allows you to invest in a range of assets, including funds, investment trusts, bonds, and shares. Almost…
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Shackleton Launches New Personal Injury and Court of Protection Division
Shackleton, a Chartered financial adviser and wealth manager, has launched a new Personal Injury and Court of Protection Division, facilitated by the acquisition of IM Asset Management (‘IMAM’), including TWP…
The Robo-Advisory Software Market: A Comprehensive Analysis
The global robodvisory software market is expected to witness a compound annual growth rate (CAGR) of 29.69% from 2025 to 2030, according to a recent report by HTF Market Intelligence….
The Dark Side of Faster Payments: How AI-Generated Scams Are Fueling Investment Schemes
In the realm of wealth management, the emergence of faster payments has brought about significant benefits, including increased speed and efficiency in transactions and investment opportunities. However, this trend has…
Product Roundup : Mackenzie Brings Four New Mutual Funds To Market, And A New 529 College Savings Plan.
**Building on Mackenzie’s Success** Mackenzie has launched three new mutual funds designed to leverage the experience of its global quantitative equity team. The funds aim to provide investors with a…
The Rise of Emma: An AI-Driven Financial Planner Redefining Financial Guidance
A Gap in the Market Addressed In the ever-evolving landscape of consumer fintech, a critical gap in financial guidance has long been overlooked. Emma, the latest innovation from Finhabits, is…
Revised Distributions for Middlefield Global Infrastructure Dividend ETF
In a statement released by Middlefield Global Infrastructure Dividend ETF (TSX: MINF) on April 23, 2025, the trust has announced its second-quarter 2025 distribution plan. The announcement pertains to the…
Mutual Fund Performance: Understanding Hybrid Funds
Mutual funds are a popular investment option for many investors, but when it comes to returns, what matters most to the end-user is the returns over the holding period. In…
Capital Insights Forum: Transforming Wealth Strategies in a New Era for Chinese Investors
The future of wealth management for Chinese investors in today’s rapidly changing world is marked by an ever-evolving landscape of emerging trends and investment opportunities. In this context, identifying the…
Non-Listed Closed-End Funds See Strong Start in 2025
The non-listed closed-end fund (CEF) market, which includes interval and tender offer funds, has started 2025 on a high note. The market update released by XA Investments LLC shows a…