Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Investment sites and building societies are clashing over whether money market funds should be allowed to be held within stocks-and-shares individual savings accounts (Isas) when new rules come into force next year. The government overhauled
In this Hubbis interview, Aman Kumar Rajoria, Head of Wealth & CMG at Aditya Birla, explains how the firm differentiates itself through a long-term, portfolio-led advisory model anchored in disciplined asset allocation, risk management, and outcome-focused solutions. He highlights how expectations across UHNW Individuals, HNW Individuals, retail and corporate clients are becoming more sophisticated, with
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE. If you are wondering whether Constellation Energy stock is still priced attractively after its big run over recent years, this article walks through what the current share price might be implying about value. The stock last
Executives from five of the country’s largest health insurance companies appeared before Congress on Thursday as lawmakers examined why healthcare has become increasingly harder for Americans to afford. In one effort to address the affordability crisis, the CEO of UnitedHealth Group, Stephen Hemsley, announced that the nation’s largest insurance company will rebate profits made this
CII insurance virtual work experience programme tops 2,300 participants Over 2,300 students have engaged with an insurance virtual work experience programme since it was launched in October 2023, the Chartered Insurance Institute has revealed. Blog: Can Biba sustain the momentum? Biba’s CEO, Graeme Trudgill, has hailed the organisation’s 2025 Manifesto as “the most successful one
When it comes to investing in broad market indices, choosing the right fund can be a crucial decision. Among the most popular options are the Vanguard S&P 500 ETF (VOOVanguard S&P 500 ETF0.0%) and the Fidelity 500 Index Fund (FXAIX). Both funds aim to deliver returns that mirror the performance of the S&P 500, providing
Two registered investment advisors with significant presence in individual wealth and employer-based retirement plan advice have appointed new firm-wide leaders by promotion from within. Prime Capital Financial, an Overland Park, Kan.-based RIA with more than $40 billion in client assets, has promoted Scott Duba to the newly created position of president, from his prior role
Name change clarifies role as fund held by the Community Foundation – The Community Foundation San Luis Obispo County announced Jan. 20 that its UndocuSupport Fund has been renamed One Community Fund: Fueling a Vibrant Immigrant Future, reflecting a refined focus on flexible funding, community leadership, and coordinated support for immigrant communities across San Luis
A deal closing in wealth management often feels like a wedding. Months of preparation, countless details and intense focus all culminate in a single moment meant to mark the beginning of something new. Yet, even the most beautifully executed weddings do not guarantee a smooth marriage. M&A transactions are no different. While the closing marks
Experts are urging people to check if they are owed a tax refund, with HMRC no longer issuing automatic ones Many taxpayers are still unaware that overpayments are no longer automatically refunded, despite changes coming into place nearly two years ago. Experts warn this could lead to a rise in scammers targeting people, claiming to