November 6, 2026

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Wealth Wise Report Blog
Wealth Management

Advyzon Announces 2027 Advyzon Conference: Showcasing the Next Wave of AI-Powered Wealth Management Innovation

  • October 29, 2026
  • 4 minutes read

‘The Connections That Move Us Forward’ brings financial advisors and industry leaders to Dallas for three days of product innovation, hands-on learning, and insights from Vanessa Van Edwards, Michael Kitces, Michael Townsend, and more CHICAGO, October 29, 2026–(BUSINESS WIRE)–Advyzon, a global AI-powered, unified wealth management technology and data platform, today announced details for the fourth

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Wealth Management

Fosun Wealth Expands Hong Kong Footprint with New Causeway Bay Wealth Center

  • October 29, 2026
  • 4 minutes read

AI and a diverse investment product offering underpin its Hong Kong wealth management strategy HONG KONG, Oct. 29, 2026 /PRNewswire/ — Fosun Wealth International Holdings Limited (“Fosun Wealth”) today announced the official opening of its wealth center at 21 Lee Garden Road, Causeway Bay. Its eighth physical outlet in Hong Kong, the new center further

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Tax

Lloyds executive criticises Healey for linking bank tax rises to energy bill support | Lloyds Banking Group

  • October 29, 2026
  • 2 minutes read

A top Lloyds Banking Group executive has criticised the chancellor for linking bank tax increases to energy bill support for UK households, as he warned the government against extending the higher levy beyond March 2028. Lloyds’ chief financial officer, William Chalmers, acknowledged that the economic environment was “challenging but said this should not come at

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Energy

‘Scattergun’ budget will still leave Britons facing higher energy bills, says thinktank | Budget 2026

  • October 29, 2026
  • 3 minutes read

John Healey delivered a “scattergun” budget that did little to boost living standards and left Britain facing “a painful second half” of the parliament, a leading economic thinktank has warned. The Resolution Foundation said on Thursday that measures to ease household gas and electricity costs would still leave energy bills higher this year than during

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Energy

Energy bills to soar and disposable income will drop by £1,000 despite Budget steps, experts warn

  • October 29, 2026
  • 5 minutes read

Analysis by the Resolution Foundation found that energy bills are set to rise higher than they did after Russia invaded Ukraine in 2022 – and disposable income set to drop by over £1,000 a year 08:27, 29 Oct 2026Updated 09:10, 29 Oct 2026 Budget: Healey announces £100 cost of living boost for millions of households_1793195831

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Fund

The Dividend Aristocrats Returned 37.47% Over Five Years. Fidelity’s Quality Fund Returned 70.6%.

  • October 29, 2026
  • 3 minutes read

Dividend Aristocrats carry a reputation for rewarding patient investors with durable, well-run companies, but a rival ETF built around a completely different screen has produced a dramatically different result over five years and ten years alike. This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken

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Energy

How will John Healey’s energy support package affect you? | Energy bills

  • October 28, 2026
  • 5 minutes read

John Healey has unveiled a package of support for households being buffeted by “global economic storms”. “I’m setting a new course to get energy costs down in line with Europe,” the chancellor said in his maiden budget. In the long term, he hopes that changes in how Britain covers the cost of renewables and grid

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Wealth Management

Peak Wealth Management’s Andrew Debono talks expansion plans

  • October 28, 2026
  • 5 minutes read

Founded in 2018, Peak Wealth Management has experienced a steady organic growth, but it is now exploring a few acquisitions for the first time. The firm counts on founder and financial adviser Andrew Debono, partner and financial adviser Kristian Zuza and they currently have someone doing their professional year at the firm and four support

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Insurance

Hanover Insurance Group (THG) Q3 Earnings and Revenues Surpass Estimates

  • October 28, 2026
  • 3 minutes read

Hanover Insurance Group (THG) came out with quarterly earnings of $5.15 per share, beating the Zacks Consensus Estimate of $4.59 per share. This compares to earnings of $5.09 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +12.20%. A quarter ago, it was expected

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Tax

Income tax thresholds to remain frozen until 2031

  • October 28, 2026
  • 7 minutes read

Income tax thresholds will remain frozen until 2031, leaving the tax-free personal allowance locked at £12,570 and the higher-rate threshold at £50,270.  However, to cushion low-income retirees, the government is introducing a new Pension Tax Allowance (PTA) to offset the impact of the rising full new state pension.  Chancellor John Healey did not mention income

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