Have Wealth Advisors Lost The Plot On Active Management?
Brian is WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Teams. There was
Wealth Management
Insurance
A year after the GST exemption for health insurance, have premiums actually come down? – Firstpost
Yes, the removal of GST has reduced what you pay for health insurance, because the 18% tax added to the premium is now
Insurance
How much does landlord insurance cost?
The cost of landlord insurance for a small office building in a quiet suburb could look very different from a mixed-use property downtown.
Insurance
PRA and FCA consult on proposed UK insurance captive regime
Colin Read, financial services regulatory expert at Pinsent Masons, was commenting after the Prudential Regulation Authority (PRA) and Financial Conduct Authority (FCA)
Wealth Management
AssetMark Tax Management Services Surpass $10 Billion in Tax-managed Assets
Milestone follows 1.42% in average annual tax savings delivered in 2025, as advisors seek scalable tax overlay technology and more personalized advice CONCORD,
Tax
Hundreds of pensioners hit with £100k tax bills
Hundreds of savers have been hit with £100,000 tax bills after cashing in their pensions in anticipation of Rachel Reeves’s raid on unspent
Investments
Moneysupermarket launches investment platform powered by Seccl
Moneysupermarket has launched an investment platform offering investments from £1. Investments by Moneysupermarket is powered by Seccl and includes zero trading fees alongside
Wealth Management
Wealth-tech firm Veriqus Group raises ₹387 crore in funding round led by Norwest Venture
Mumbai: Veriqus Group, an integrated wealth and asset management platform serving high net worth individuals, family offices, entrepreneurs and institutions, has raised about
Property
The PRS Database has been tested on real landlords. What happens next will separate the professionals from everyone else
The PRS Database stopped being an abstraction this summer. The government has been beta-testing its “Register your rental property” service with real landlords,
Energy
Energy Department removes more than 1,600 webpages from public website
If you wanted to save some money by learning how to check your home for air leaks, poor insulation, and power-hungry lightbulbs, the