# Wealth Wise Report

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- [India’s energy resilience shielded consumers from global supply shocks: Puri - Economy News](https://wealthwisereport.com/energy/indias-energy-resilience-shielded-consumers-from-global-supply-shocks-puri-economy-news/): India’s push over several years to diversify energy supplies, expand refining capacity and strengthen infrastructure and storage helped shield domestic consumers from shortages despite major disruptions to global energy flows, Union Petroleum and Natural Gas Minister Hardeep Singh Puri said on Monday. Speaking at the curtain-raiser for India Energy Week (IEW) 2027 in Kolkata, Puri
- [How Acrisure is streamlining insurance for multiple homeowners](https://wealthwisereport.com/insurance/how-acrisure-is-streamlining-insurance-for-multiple-homeowners/): Insuring one home can be difficult enough. Add a countryside manor, European villa or far-flung holiday home to the roster, plus the invaluable contents that may move between them, and things can become seriously complex. The answer? Instruct a specialist broker, like Acrisure Private Office, to streamline even the most intricate insurance arrangements.What is multi-property
- [Interactive Brokers (IBKR) Stock Trades At A Premium To Earnings](https://wealthwisereport.com/stock-brokers/interactive-brokers-ibkr-stock-trades-at-a-premium-to-earnings/): Interactive Brokers Group has rewarded long term holders with very strong gains, which puts a spotlight on whether the current share price around its recent US$89.24 close still lines up with the earnings the business produces. With another earnings announcement scheduled for October 15, 2026, the question is how much of the broker's profit story
- [HCLTech launches first-of-its-kind AI-based synthetic research study for the global wealth management industry](https://wealthwisereport.com/wealth-management/hcltech-launches-first-of-its-kind-ai-based-synthetic-research-study-for-the-global-wealth-management-industry/): Based on more than 1,000 AI personas, the report finds 84% of wealth management firms acknowledge the need for an operating model reset, but less than 10% are prepared for the shiftNEW YORK and NOIDA, India, Sept. 28, 2026 /PRNewswire/ -- HCLTech (NSE: HCLTECH) (BSE: HCLTECH), a leading global technology company, today released a first-of-its-kind
- [HMRC warning to people who receive second tax bill from this month](https://wealthwisereport.com/tax/hmrc-warning-to-people-who-receive-second-tax-bill-from-this-month/): Some taxpayers could receive another Simple Assessment after HMRC receives updated information about interest earned on their savings.Some taxpayers could receive another Simple Assessment after HMRC receives updated information about interest earned on their savings.(Image: Peter Dazeley/Getty Images)HM Revenue and Customs (HMRC) has issued guidance for people who could receive a second tax bill for
- [Xceedance Reports 35-50% Efficiency Gains in Insurance Operations Through AI Orchestration](https://wealthwisereport.com/insurance/xceedance-reports-35-50-efficiency-gains-in-insurance-operations-through-ai-orchestration/): Xceedance said today that AI orchestration is producing measurable efficiency gains in live insurance operations, delivered through Orchestrated Intelligence, its operating model, and IAN, its agent studio for insurance. In agency and broker operations, processes moved onto IAN delivered around 35% efficiency improvement from the point of go-live. As these implementations have matured, some are
- [TIAA Wealth Management Makes Charitable Giving Part of the Financial Plan With New Donor-Advised Fund Program](https://wealthwisereport.com/wealth-management/tiaa-wealth-management-makes-charitable-giving-part-of-the-financial-plan-with-new-donor-advised-fund-program/): New charitable giving solution combines tax-efficient investing, seamless digital experience, advisor guidance and access to 1.6 million IRS-qualified charities NEW YORK, Sept. 28, 2026 /PRNewswire/ -- TIAA Wealth Management today announces the TIAA Donor-Advised Fund (DAF) Program giving clients, many of whom have spent careers in service to others, a tax efficient way to formalize
- [Western Asset High Income Fund II Inc. Announces Financial Position as of July 31, 2026](https://wealthwisereport.com/fund/western-asset-high-income-fund-ii-inc-announces-financial-position-as-of-july-31-2026/): NEW YORK, September 28, 2026--(BUSINESS WIRE)--Western Asset High Income Fund II Inc. (NYSE: HIX) today announced the financial position of the Fund as of July 31, 2026. Current Q Previous Q Prior Yr Q July 31, 2026 April 30, 2026 July 31, 2025 Total Assets (a) $ 544,288,831 $ 565,722,277 $ 595,187,932 Total Net Assets
- [Raising Capital Gains Tax would be a Budget own-goal - is Healey reckless enough to do it?](https://wealthwisereport.com/tax/raising-capital-gains-tax-would-be-a-budget-own-goal-is-healey-reckless-enough-to-do-it/): With the Treasury under pressure, raising the rate to bring it closer to income tax may look attractive on paper, but it could be a reckless move that leaves the Government collecting less tax, not more. Our analysis suggests that equalising Capital Gains Tax rates with income tax could reduce Exchequer revenues by approximately £7.8bn
- [Top 5 Best Finance Management Solutions in 2026](https://wealthwisereport.com/wealth-management/top-5-best-finance-management-solutions-in-2026/): Money apps once forced a simple choice. You could use an easy budget tracker or learn complicated accounting software. That division now feels dated. The best finance management solutions in 2026 cover more ground. They connect accounts, sort transactions, project cash flow, monitor investments, and support shared financial decisions.The right product still depends on the
- [Hilary Hendershott on Growing Wealth Management Through Women-Focused Advice ](https://wealthwisereport.com/wealth-management/hilary-hendershott-on-growing-wealth-management-through-women-focused-advice/): Hendershott Wealth Management's Hilary Hendershott on turning a niche for women into an operating strategy, not a marketing pitch. When I built Hendershott Wealth Management® in 2014, I created it specifically to serve women and couples who felt overlooked by traditional advisory relationships. That founding thesis has held up extraordinarily well, though my understanding of
- [Households urged to check 3 things before energy price cap rise on October 1](https://wealthwisereport.com/energy/households-urged-to-check-3-things-before-energy-price-cap-rise-on-october-1/): Customers can't control the price cap, but they can take steps to reduce their energy bills.Households can make three checks to help slash their energy bills as the price cap rises in just a few days' time. Ofgem's energy price cap, which sets the maximum energy rates paid by homes on standard tariffs, will rise
- [S&W expands transactions tax team](https://wealthwisereport.com/tax/sw-expands-transactions-tax-team/): Professional services group S&W has appointed Rosemary Prendecki and Andrew Robinson as partners as it continues to expand its transactions tax practice. Rosemary joins from EY, where she was a partner in the private capital transactions team, advising private equity investors, portfolio companies and corporate sponsors, particularly across the mid-market. She said: “I am delighted
- [HMRC 'please don't ignore' BBSI tax letters to be sent from October - read carefully](https://wealthwisereport.com/tax/hmrc-please-dont-ignore-bbsi-tax-letters-to-be-sent-from-october-read-carefully/): New letters are being sent out to people from October and HMRC has advice on what to look out forNew HMRC letters will begin dropping through letterboxes within days(Image: Laurence Berger via Getty Images)HMRC tax letters are set to land on the doormats of some UK households from next month - and officials are urging
- [Freeths expands national tax team](https://wealthwisereport.com/tax/freeths-expands-national-tax-team/): National law firm Freeths, headquartered in Nottingham, has appointed Heather Gibson as partner in its tax team, strengthening its expertise across corporate, private equity and real estate taxation. Heather joins from Addleshaw Goddard and brings nearly 20 years’ experience advising on the tax aspects of corporate transactions, private equity investments, management buyouts and cross-border matters.
- [The Feynman Stories: Episode 9 - What is Energy?](https://wealthwisereport.com/energy/the-feynman-stories-episode-9-what-is-energy/): What is energy?Actually, physics has not yet fully explained its "true nature."However, one thing is certain: energy never disappears; it only continues to change its form.In this episode, we will explain the law of conservation of energy as a simple story, incorporating the analogy of "building blocks" introduced by Feynman. Please enjoy this grand journey
- [EP Wealth Appoints John McConnell CFO And Promotes Erin Voisin To Chief Client Solutions Officer As AUM Exceeds $50.4 Billion](https://wealthwisereport.com/wealth-management/ep-wealth-appoints-john-mcconnell-cfo-and-promotes-erin-voisin-to-chief-client-solutions-officer-as-aum-exceeds-50-4-billion/): EP Wealth Advisors has expanded its executive leadership team with the appointment of John McConnell as Chief Financial Officer and the promotion of Erin Voisin to Chief Client Solutions Officer. The appointments are part of a broader series of leadership, technology, and governance investments as the Torrance, California-based wealth management firm continues its national expansion.
- [Insurance commission cuts: Will lower payouts make policies cheaper—or simply hurt distributors?](https://wealthwisereport.com/insurance/insurance-commission-cuts-will-lower-payouts-make-policies-cheaper-or-simply-hurt-distributors/): Why is IRDAI proposing commission caps?As highlighted by Zerodha, distributor remuneration in the channels studied by IRDAI grew roughly four to five times faster than premiums between FY23 and FY25.The gap is particularly visible in the data: remuneration for life corporate agents rose 125%, compared with 28% growth in premiums. For general insurance brokers, distribution
- [Council tax reduction for pensioners: are you eligible?](https://wealthwisereport.com/tax/council-tax-reduction-for-pensioners-are-you-eligible/): Around half of UK pensioners are eligible for a reduction on their annual council tax bill but are not claiming.According to a report by Policy in Practice and the Independent Age charity, this means that around 1.65 million people are missing out on support. This includes 1.37 million in England.Overall, £1.7bn of council tax reduction
- [Is Hanover Insurance Group (THG) Trading At A Premium On Earnings?](https://wealthwisereport.com/insurance/is-hanover-insurance-group-thg-trading-at-a-premium-on-earnings/): Hanover Insurance Group has delivered a powerful share price run in recent years, and that kind of move naturally raises a question about how firmly its earnings support the current valuation. With the stock now trading around US$217.44, investors are asking whether the recent price puts too much, too little, or just enough weight on
- [Cathie Wood Brings $1.3 Billion Fund Holding SpaceX and OpenAI Onchain](https://wealthwisereport.com/fund/cathie-wood-brings-1-3-billion-fund-holding-spacex-and-openai-onchain/): Cathie Wood's ARK Invest is tokenizing its ARK Venture Fund with Securitize, putting it on the Ethereum blockchain. The fund owns stakes in OpenAI, Anthropic, and SpaceX. OpenAI and Anthropic do not trade on any stock exchange. ARK and Securitize announced the move on Sept. 24. Bloomberg reported the fund's size at about $1.3 billion.
- [Tax-free Personal Allowance rises to £16,320 with HMRC rule](https://wealthwisereport.com/tax/tax-free-personal-allowance-rises-to-16320-with-hmrc-rule/): The new tax year began in April and with it came a reset of various tax-free allowances, including HMRC schemes which allow you to increase your tax-free Personal Allowance fully legally.Tax thresholds have been frozen for five more years, meaning more 'fiscal drag' pushing more and more people into paying tax for the first time,
- [Will insurance payments get cheaper? IRDAI's new rules propose reducing commissions for brokers](https://wealthwisereport.com/insurance/will-insurance-payments-get-cheaper-irdais-new-rules-propose-reducing-commissions-for-brokers/): The Insurance Regulatory and Development Authority of India (IRDAI) on Wednesday proposed a new framework to address loopholes in the insurance distribution system, which could make insurance payments gradually cheaper over the next two years. Buying an insurance policy often involves a third person, such as a broker, bank employee, or agent, other than the
- [Invesco India Largecap Fund Review: Performance, Portfolio and Risks](https://wealthwisereport.com/fund/invesco-india-largecap-fund-review-performance-portfolio-and-risks/): With Indian equities turning more selective and benchmark returns losing momentum, stock selection is back in focus. Investors looking for an actively managed large-cap fund with a strong record across market phases can consider Invesco India Large Cap Fund. The scheme carries a 5-star rating in the bl.portfolio Star Track Ratings. The case rests less
- [Nigeria Infrastructure Debt Fund launches N45 billion capital raise](https://wealthwisereport.com/fund/nigeria-infrastructure-debt-fund-launches-n45-billion-capital-raise/): The Nigeria Infrastructure Debt Fund (NIDF) has launched a capital raise of up to N45 billion under its N200 billion issuance programme, offering investors an opportunity to participate in the country’s largest local currency infrastructure debt fund. The Series 12 Offer, which opened on September 23, 2026, comprises 396.33 million units priced at N113.54 each.
- [Mastering the market: Key rules for long-term wealth creation and trading | Personal Finance](https://wealthwisereport.com/wealth-management/mastering-the-market-key-rules-for-long-term-wealth-creation-and-trading-personal-finance/): The stock market is a place where a relatively small amount of money can potentially grow into wealth over time. Stories of investors who started with modest savings and went on to build fortunes have inspired generations of market participants. Yet, for every success story that grabs headlines, there are many investors who fail to make
- [5 winter risks your home insurance might not cover](https://wealthwisereport.com/insurance/5-winter-risks-your-home-insurance-might-not-cover/): If experts are right, this winter’s super El Niño could bring the UK more storms than usual. But will your home insurance cover the damage?The Association of British Insurers (ABI) is urging homeowners to prepare for strong winds and heavy rain caused by the weather phenomenon. But it’s not just storms you need to watch
- [abrdn Global Infrastructure Income Fund Declares Distribution Dates and Amount](https://wealthwisereport.com/fund/abrdn-global-infrastructure-income-fund-declares-distribution-dates-and-amount/): PHILADELPHIA, Sept. 25, 2026 /PRNewswire/ -- The abrdn Global Infrastructure Income Fund (NYSE: ASGI) (the "Fund") announced today that it will pay the distribution indicated on a per-share basis on October 30, 2026, to all shareholders of record as of October 6, 2026 (ex-dividend date: October 6, 2026). Ticker Exchange Fund Amount ASGI NYSE abrdn
- [Interactive Brokers Stock Has Turned $10,000 Into About $100,000 in 10 Years](https://wealthwisereport.com/stock-brokers/interactive-brokers-stock-has-turned-10000-into-about-100000-in-10-years/): Key PointsInteractive Brokers is a discount broker that is increasingly offering high-risk "investments".The company is giving customers what they want, but it isn't clear what will happen when risk-taking is no longer in vogue. Interactive Brokers(NASDAQ: IBKR) is a well-known discount broker, competing with new entrants like Robinhood(NASDAQ: HOOD) and old-school industry bellwether Charles Schwab(NYSE:
- [Thousands risk accidentally paying tax twice as HMRC sends out multiple letters](https://wealthwisereport.com/tax/thousands-risk-accidentally-paying-tax-twice-as-hmrc-sends-out-multiple-letters/): Some taxpayers who received a 'simple assessment' letter from HMRC earlier this year could receive a second tax bill from next month15:12, 25 Sep 2026Updated 15:17, 25 Sep 2026HMRC is sending out multiple tax demands to some people(Image: Getty)Thousands of savers have been warned that they risk accidentally paying the same tax twice ahead of
- [Energy switching guide - BBC](https://wealthwisereport.com/energy/energy-switching-guide-bbc/): Unfortunately, it doesn't necessarily pay to stick with your current energy provider, largely in part because, as with many other services, new customers often get the best deals.You can check in with your current provider about what offers the have on the market right now - but be prepared to leave.This means you might want
- [DBS and Avaloq expand Asia wealth management tie-up](https://wealthwisereport.com/wealth-management/dbs-and-avaloq-expand-asia-wealth-management-tie-up/): DBS and Avaloq have agreed to extend their 18-year alliance, covering the development of wealth management services for customers and advisers in Asia. The agreement will focus on three areas: business growth, joint innovation, and the exchange of capabilities. It forms part of DBS' plan to increase its retail and wealth assets under management to
- [AI in wealth management: How it can help investors and where they need to be careful](https://wealthwisereport.com/wealth-management/ai-in-wealth-management-how-it-can-help-investors-and-where-they-need-to-be-careful/): Artificial intelligence (AI) is being used across investment research and wealth management, from analysing large volumes of financial information to monitoring portfolios and generating personalised insights. For retail investors, this could change how financial information is accessed and how investment decisions are evaluated.But AI-generated financial information is not the same as personalised financial advice.Investors need
- [Mutual fund tax rules: How SIPs, switches and losses affect capital gains | Personal Finance](https://wealthwisereport.com/fund/mutual-fund-tax-rules-how-sips-switches-and-losses-affect-capital-gains-personal-finance/): Mutual fund investing is often described as simple: invest through a SIP, stay invested and let compounding work. The tax treatment, however, can become complicated when an investor has accumulated units over several years and then starts redeeming, switching schemes or receiving distributions. Here is a practical guide to some of the most common mutual fund
- [Capital gains tax: how it works, and the pros and cons of another rise | Capital gains tax](https://wealthwisereport.com/tax/capital-gains-tax-how-it-works-and-the-pros-and-cons-of-another-rise-capital-gains-tax/): Capital gains tax (CGT) has been widely cited as a possible revenue-raiser as the chancellor, John Healey, prepares to deliver a tough budget next month. How does it work, and what are the pros and cons of raising it further?What is CGT?When you sell an asset – whether it’s a share, a business, or a
- [Insurance commission cap may hit intermediaries, banks and NBFCs](https://wealthwisereport.com/insurance/insurance-commission-cap-may-hit-intermediaries-banks-and-nbfcs/): The proposed cap on insurance commissions could have serious implications for insurance intermediaries, with banks and NBFCs also likely to feel the heat, analysts and industry insiders said. The insurers also face a strict timeline for achieving lower expense management targets.In a consultation paper floated on Wednesday, the regulator proposed reducing insurers’ Expenses of Management
- [Envision Energy Launches Model T](https://wealthwisereport.com/energy/envision-energy-launches-model-t/): HAMBURG, Germany, Sept. 25, 2026 /PRNewswire/ -- Envision Energy, a global leader in green technology, today launched the Model T – EN175/8.0, an 8 MW-class smart onshore wind turbine featuring a 175-meter rotor, at WindEnergy Hamburg. Designed for medium-wind-speed sites and complex operating environments, the new turbine combines advanced aerodynamics, integrated drivetrain technologies and AI-powered
- [Capital gains tax: how it works, benefits and pitfalls of another hike | Capital gains tax](https://wealthwisereport.com/tax/capital-gains-tax-how-it-works-benefits-and-pitfalls-of-another-hike-capital-gains-tax/): Capital gains tax (CGT) has been widely cited as a possible revenue-raiser as the chancellor, John Healey, prepares to deliver a tough budget next month. How does it work, and what are the pros and cons of raising it further?What is CGT?When you sell an asset – whether it’s a share, a business, or a
- [ClearBridge Energy Midstream Opportunity Fund Inc. Announces the Pricing of Mandatory Redeemable Preferred Stock](https://wealthwisereport.com/fund/clearbridge-energy-midstream-opportunity-fund-inc-announces-the-pricing-of-mandatory-redeemable-preferred-stock/): ClearBridge Energy Midstream Opportunity Fund Inc. Announces the Pricing of Mandatory Redeemable Preferred Stock ClearBridge Energy Midstream Opportunity Fund Inc. (the “Fund”) (NYSE: EMO) announced today the pricing of $60,000,010 of fixed-rate Mandatory Redeemable Preferred Stock (“MRPS”) by private placement. The MRPS issuance will be funded in the fourth quarter of 2026. Net proceeds from
- [DBS and Avaloq expand strategic partnership to accelerate wealth growth across Asia](https://wealthwisereport.com/wealth-management/dbs-and-avaloq-expand-strategic-partnership-to-accelerate-wealth-growth-across-asia/): Shee Tse Koon (Group Executive and Group Head of Consumer Banking and Wealth Management.DBS) and Martin Greweldinger (CEO Avaloq). Image courtesy: DBS Collaboration combines DBS’ market-leading wealth franchise with Avaloq’s platform and data capabilities as the bank grows towards SGD 1 trillion in retail and wealth AuM Press
- [Need to build ‘sovereign autonomy’ in technology: MeitY Secretary S Krishnan - Technology News](https://wealthwisereport.com/technology/need-to-build-sovereign-autonomy-in-technology-meity-secretary-s-krishnan-technology-news/): India needs to build ‘sovereign autonomy’ in technology while staying open to global innovation in order to protect itself against supply disruptions and technology denial, S. Krishnan, Secretary, Ministry of Electronics and Information Technology (MeitY), said. Speaking at a Public Affairs Forum of India (PAFI) event in New Delhi on Thursday, Krishnan said that India’s
- [Blackstone’s insurance plans will help London, if not its old guard](https://wealthwisereport.com/insurance/blackstones-insurance-plans-will-help-london-if-not-its-old-guard/): Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The language might have changed at Lloyd’s of London, but the fights haven’t. In 1810, parliament heard warnings that a new entrant to the insurance industry could become a “leviathan” that would “swallow up all the small
- [Tata MF advances debt fund reopening date: Key scheme details](https://wealthwisereport.com/fund/tata-mf-advances-debt-fund-reopening-date-key-scheme-details/): Tata Asset Management has advanced the reopening date for subscription and redemption of its Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund to September 25, from the earlier scheduled date of September 29.The fund house announced the change on September 24. The scheme is reopening today, while all other terms and conditions remain unchanged.The
- [Mitti Insurance goes global with its data-led platform for success - Insurance News](https://wealthwisereport.com/insurance/mitti-insurance-goes-global-with-its-data-led-platform-for-success-insurance-news/): John Blake, left, and Dan Cummins Turning insurance from a reactive sector that pays out after disaster strikes, to a proactive one that anticipates and cuts the risk of a claim is the lodestar. Insurers increasingly talk of becoming a resilience partner for clients. But one firm has prevention in its DNA – and a
- [Coronation Insurance targets larger insurance risks after N9.2 billion additional capital boost](https://wealthwisereport.com/insurance/coronation-insurance-targets-larger-insurance-risks-after-n9-2-billion-additional-capital-boost/): Coronation Insurance Plc said it is targeting larger insurance risks after raising N9.2 billion in additional capital during the insurance sector recapitalisation exercise. The Managing Director and Chief Executive Officer, Olamide Olajolo, disclosed this at Coronation Insurance’s 68th Annual General Meeting (AGM) held virtually on Thursday, September 24, 2026. He said only about N1.3 billion
- [Private-Equity Linked Insurers Drive Affiliated Investments, Regulatory Group Finds](https://wealthwisereport.com/investments/private-equity-linked-insurers-drive-affiliated-investments-regulatory-group-finds/): Life insurers hold $321 billion in affiliated investments and about half of them belong to 10 insurers that have relationships with private-equity companies, according to a report Thursday from the National Association of Insurance Commissioners.The group, which is made up of the top insurance regulator in every state, classifies investments as affiliated if they are
- [Insurance in Spain with €30 cashback on new car and home policies « Euro Weekly News](https://wealthwisereport.com/insurance/insurance-in-spain-with-e30-cashback-on-new-car-and-home-policies-euro-weekly-news/): Peace of mind is guaranteed with Generali Expatriates. Credit: Generali Expatriates Generali Expatriates offers flexible insurance solutions, personal advice in your own language and, from 15 September to 15 December 2026, €30 cashback for every new car or home insurance policy. Living in Spain comes with its own practical considerations, particularly when it comes to
- [Aberdeen Intermediate Income Fund (MIN) Announces Upcoming Reverse Stock Split](https://wealthwisereport.com/fund/aberdeen-intermediate-income-fund-min-announces-upcoming-reverse-stock-split/): PHILADELPHIA, Sept. 24, 2026 /PRNewswire/ -- The Board of Trustees of Aberdeen Intermediate Income Fund (NYSE: MIN) has approved a 1-for-6 reverse stock split of the Fund's issued and outstanding common shares. Under the terms of the transaction, every six common shares will be consolidated into one common share. The transaction will apply equally to all
- [Aberdeen Government Markets Income Fund (MGF) Announces Upcoming Reverse Stock Split](https://wealthwisereport.com/fund/aberdeen-government-markets-income-fund-mgf-announces-upcoming-reverse-stock-split/): PHILADELPHIA, Sept. 24, 2026 /PRNewswire/ -- The Board of Trustees of Aberdeen Government Markets Income Fund (NYSE: MGF) has approved a 1-for-5 reverse stock split of the Fund's issued and outstanding common shares. Under the terms of the transaction, every five common shares will be consolidated into one common share. The transaction will apply equally
- [Fuel Cell Stocks Slide as High Treasury Yields Pressure Clean Energy Financing: FuelCell Drops 6%, Plug Power Falls 4%, Bloom Energy Sinks 8%](https://wealthwisereport.com/energy/fuel-cell-stocks-slide-as-high-treasury-yields-pressure-clean-energy-financing-fuelcell-drops-6-plug-power-falls-4-bloom-energy-sinks-8/): Surging Treasury yields just gave fuel cell investors a painful reminder that clean energy ambitions come with a price tag, and not every company in the sector is equally equipped to handle it.This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Fuel-cell stocks
- [ARK Invest Tokenizes Venture Fund With OpenAI and Anthropic Stakes](https://wealthwisereport.com/fund/ark-invest-tokenizes-venture-fund-with-openai-and-anthropic-stakes/): TLDR ARK Invest is tokenizing its ARK Venture Fund (ARKVX) using Securitize infrastructure. The fund holds stakes in OpenAI, Anthropic, Stripe and Databricks. Tokenized shares will launch on Ethereum first, with other networks possible later. Securitize shares jumped as much as 15% after the announcement. The move follows a new SEC “innovation exemption” for tokenized
- [How Technology Is Changing Everyday Customer Communication Channels](https://wealthwisereport.com/technology/how-technology-is-changing-everyday-customer-communication-channels/): Technology is changing the way businesses communicate, support, and build relationships with their customers. Whether it’s through email campaigns, social media posts, or automated messaging on websites, customers increasingly expect businesses to provide information and responses through channels that work for them.For businesses, including the attorneys at Van Sant Law, being able to contact customers
- [Hedge fund with 235% return says gold price decline is temporary](https://wealthwisereport.com/fund/hedge-fund-with-235-return-says-gold-price-decline-is-temporary/): Australian hedge fund manager Raphael Lamm, whose long-short gold fund has delivered a net return of more than 200% to investors since its launch last year, sees the recent decline in bullion as temporary, arguing that the key forces underpinning its long-term rally remain intact. The “unsustainability of fiscal situations in key markets,” particularly US
- [FD Wealth Management appoints chartered planner Matt Haig](https://wealthwisereport.com/wealth-management/fd-wealth-management-appoints-chartered-planner-matt-haig/): The firm has been increasing its focus on current and former business owners and their families, many of whom have complex financial needs and significant personal and business assets. FD Wealth was previously part of accountancy firm French Duncan LLP but became independent following French Duncan’s sale to AAB in 2023. It is now owned
- [More than 800,000 people have forgotten Child Trust Fund account worth £2,310](https://wealthwisereport.com/fund/more-than-800000-people-have-forgotten-child-trust-fund-account-worth-2310/): Child Trust Fund accounts were set up by the Government for children born between September 1, 2002 and January 2, 2011Thousands of Child Trust Funds remain unclaimed(Image: Getty)Around 827,000 young adults have a Child Trust Fund account worth £2,310 on average that they have yet to claim, according to latest HMRC figures.Around 6.3 million Child
- [Wealth Management Launches AI Agent](https://wealthwisereport.com/wealth-management/wealth-management-launches-ai-agent/): Wealth Management would like to present a new feature on its website, starting today.In the bottom right side of your screen (for now, move it anywhere you wish), you’ll see a circled starburst. Hover over that and click on it, and it will open a new artificial intelligence agent to help you go deeper into
- [Best-paid executives 2026: The Property Top 40](https://wealthwisereport.com/property/best-paid-executives-2026-the-property-top-40/): Subscribe to Premium and get full access to PropertyWeek.com, including: Property Week Intelligence dynamic data dashboards for Residential and Planning: Housing and rental affordability data. Planning appeals data, including statistics, decisions, success rates, and geographic trends with heatmaps. Top 100 Property Companies Property Week's Big Interview archive 40 Best Paid Executives Top
- [GB Energy boss defends Aberdeen job creation record](https://wealthwisereport.com/energy/gb-energy-boss-defends-aberdeen-job-creation-record/): McGrail added: "The thing that we really ought to be measured on... is about the impact that our investments make. "We've been given a budget to invest in the energy transition and to give a stake to the public in the energy transition."We've set a target to create 10,000 additional jobs as a result of
- [RiverNorth Opportunities Fund, Inc. Announces Preliminary Results of Rights Offering](https://wealthwisereport.com/fund/rivernorth-opportunities-fund-inc-announces-preliminary-results-of-rights-offering/): WEST PALM BEACH, Fla., September 24, 2026--(BUSINESS WIRE)--RiverNorth Opportunities Fund, Inc. (the "Fund") (NYSE: RIV) today announced the preliminary results of its transferable rights offering (the "Offering") that expired on September 23, 2026 (the "Expiration Date"). In the Offering, the Fund received subscription requests for 3,356,796 shares of common stock from rights holders. Accordingly, the
- [BNPP AM launches bond fund](https://wealthwisereport.com/fund/bnpp-am-launches-bond-fund/): BNP Paribas Asset Management has launched a European strategic autonomy bond fund, investing in issuers from the Euro aggregate universe designed to harness the evolving geopolitical landscape and Europe’s growing emphasis on security, resilience, and self-sufficiency. Following EU commitments of more than €1.8 trillion to support Europe’s autonomous push, the fund will focus on four
- [AJ Bell makes trio of hires to investments team](https://wealthwisereport.com/investments/aj-bell-makes-trio-of-hires-to-investments-team/): AJ Bell has made three appointments to its investments team, spanning investment strategy, fund research and portfolio management. Hilary Winn joins as investments director in a newly created role, reporting to AJ Bell Investments managing director Ryan Hughes (pictured). She will lead investment strategy and asset allocation across the multi-asset portfolios. Most recently, Winn was
- [HMRC 2027 income tax change affecting millions with £30,000 next step - key details](https://wealthwisereport.com/tax/hmrc-2027-income-tax-change-affecting-millions-with-30000-next-step-key-details/): Need to knowHMRC is rolling out the change in phases and the Treasury has issued a fresh update to MPsRobert Rowlands Deputy editor, money and lifestyle hub08:27, 24 Sep 2026James Murray, Financial Secretary to the Treasury(Image: Parliament TV)HMRC update on major tax system overhaul that will affect millions: what you need to knowHMRC has issued
- [Savers at risk of overpaying tax as HMRC bills them twice](https://wealthwisereport.com/tax/savers-at-risk-of-overpaying-tax-as-hmrc-bills-them-twice/): Thousands of savers are at risk of overpaying tax after HMRC warned it will send out multiple demands for payment.The tax authority sent out “simple assessment” tax bills earlier this year that excluded tax owed on savings interest paid from banks or building societies.However, HMRC said that some savers will be sent a second tax
- [Pitsas Insurance launches online platform for immigration insurance in Cyprus](https://wealthwisereport.com/insurance/pitsas-insurance-launches-online-platform-for-immigration-insurance-in-cyprus/): The new service allows applicants to arrange immigration health insurance for Cyprus residence applications entirely online, with pricing available upfront. Pitsas Insurance has launched a new online platform for immigration health insurance in Cyprus, allowing people applying for residence permits to arrange the required cover without visiting an office. The launch is part of the
- [Premier Investments earnings: Net profit slips, dividend steady in FY26](https://wealthwisereport.com/investments/premier-investments-earnings-net-profit-slips-dividend-steady-in-fy26/): The Premier Investments Ltd (ASX: PMV) share price is in focus after the company posted a net profit from continuing operations of $129.2 million, down 10.3% from last year, with total revenue from ordinary activities slipping 2.8% to $808 million. What did Premier Investments report? Total revenue from continuing operations: $808.0 million (down 2.8%) Net
- [Why PB Fintech, HDFC Life, SBI Life, ICICI Pru, LIC stocks in focus after IRDAI reform](https://wealthwisereport.com/insurance/why-pb-fintech-hdfc-life-sbi-life-icici-pru-lic-stocks-in-focus-after-irdai-reform/): Shares of insurance companies and financial stocks came under pressure on Thursday following a set of proposed insurance distribution reforms by the Insurance Regulatory and Development Authority of India (IRDAI).HDFC Life, SBI Life, ICICI Prudential Life, LIC, ICICI Lombard and PB Fintech were among the insurance stocks in focus as brokerages assessed the potential impact
- [Virtus Artificial Intelligence & Technology Opportunities Fund Announces Increase to Monthly Distributions and Discloses Sources of Distribution – Section 19(a) Notice](https://wealthwisereport.com/fund/virtus-artificial-intelligence-technology-opportunities-fund-announces-increase-to-monthly-distributions-and-discloses-sources-of-distribution-section-19a-notice/): HARTFORD, Conn., September 23, 2026--(BUSINESS WIRE)--Virtus Artificial Intelligence & Technology Opportunities Fund (NYSE: AIO) today announced it will increase its monthly distribution from $0.18 per share to $0.21 per share, an increase of 17% or $0.03 per share, effective with the October distribution: Ticker Amount of Distribution Ex-Date/Record Date Payable Date AIO $0.21 October 13,
- [HMRC assigns tax compliance managers to keep tabs on billionaires](https://wealthwisereport.com/tax/hmrc-assigns-tax-compliance-managers-to-keep-tabs-on-billionaires/): HMRC is ramping up efforts to track the financial affairs of overseas billionaires with assets in the UK.Ultra-wealthy individuals and their accountants have been sent letters informing them they will be assigned dedicated tax compliance managers to ensure they “meet their personal tax responsibilities”, advisers told The Telegraph.It comes after a damning indictment from the
- [Technology Investments That Can Create Hidden Costs And Risks](https://wealthwisereport.com/investments/technology-investments-that-can-create-hidden-costs-and-risks/): Technology investments are meant to make organizations more efficient, lower costs or simplify work. But the business case can look much cleaner on paper than it does in practice when leaders underestimate implementation demands, ongoing maintenance, security risks or how a new tool will fit with existing systems.Evaluating a technology investment means looking beyond its
- [Three in four parents put their own health on hold while caring for children, study finds](https://wealthwisereport.com/wealth-management/three-in-four-parents-put-their-own-health-on-hold-while-caring-for-children-study-finds/): Research shows parents regularly cancel doctors appointments or ignore symptoms in order to prioritise their children - often making their issues worse.Bupa speaks to parents about how often they ignore symptomsThree quarters of parents say they put their own health on hold because they are too busy looking after their children’s wellbeing, and many admit
- [Horizon Acquires LSA Portfolio Analytics OCIO Firm](https://wealthwisereport.com/wealth-management/horizon-acquires-lsa-portfolio-analytics-ocio-firm/): Horizon, a Charlotte, N.C.-based wealth services firm, completed the purchase of LSA Portfolio Analytics, a Missouri-based provider of outsourced chief investment officer services.Founded in 2005 by Brad Kasper and Ryan Kasper, LSA provides independent financial advisors with access to research, portfolio analytics and investment models, serving more than 200 advisory firms across the country.“Brad and
- [Mirae Asset Mutual Fund to raise fees on several schemes from September 29](https://wealthwisereport.com/fund/mirae-asset-mutual-fund-to-raise-fees-on-several-schemes-from-september-29/): Mirae Asset Mutual Fund has announced a revision in the Base Expense Ratio (BER) of several of its schemes, effective September 29, 2026, according to a notice issued by the fund house.The change has been made in accordance with para 11.4 of the SEBI Master Circular for Mutual Funds dated March 20, 2026, regarding change
- [Co-op's insurance and funeral arms do heavy lifting as it climbs out of cyberattack hole](https://wealthwisereport.com/insurance/co-ops-insurance-and-funeral-arms-do-heavy-lifting-as-it-climbs-out-of-cyberattack-hole/): Life services out-earned the rest of the group in the first half, with insurance profit up 20%, while the bill for last year's uninsured hack still hangs over the mutual For a business best known for its corner shops, the Co-op's half-year numbers make an unusual case. The largely unsung parts of the group, meaning
- [Families risk losing inheritance tax discount because of pension reforms](https://wealthwisereport.com/tax/families-risk-losing-inheritance-tax-discount-because-of-pension-reforms/): STEP said the pension changes could also lead to “larger charitable gifts than intended”. For example, if the value of a person’s taxable estate went up to £200,000 from £100,000 after pensions were included, then a 10pc donation would double in value from £10,000 to £20,000 – potentially eating into the family’s inheritance.Mr Shields said:
- [Boaz Lahovitsky Joins Broadridge as President of Wealth Management](https://wealthwisereport.com/wealth-management/boaz-lahovitsky-joins-broadridge-as-president-of-wealth-management/): Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge's award-winning wealth businessNEW YORK, Sept. 23, 2026 /PRNewswire/ -- Broadridge (NYSE: BR) today announced that Boaz Lahovitsky has joined the company as President of Wealth Management. Lahovitsky succeeds Mike Alexander, who will remain with the company working on strategic programs
- [Cox Capital Announces Tender Offers for Class I Shares of Blackstone Private Credit Fund and HPS Corporate Lending Fund](https://wealthwisereport.com/fund/cox-capital-announces-tender-offers-for-class-i-shares-of-blackstone-private-credit-fund-and-hps-corporate-lending-fund/): Cox Capital Partners (“Cox Capital”) announced today that Cox Capital Retail Secondaries Fund I, LP (the “Purchaser”), a private investment fund managed by an affiliate of Cox Capital, has commenced two separate cash tender offers to purchase Class I shares of Blackstone Private Credit Fund (“BCRED”) and HPS Corporate Lending Fund (“HLEND”). Both funds recently
- [Is American Century Equity Income Investor (TWEIX) a Strong Mutual Fund Pick Right Now?](https://wealthwisereport.com/fund/is-american-century-equity-income-investor-tweix-a-strong-mutual-fund-pick-right-now/): Any investors hoping to find a Large Cap Value fund might consider looking past American Century Equity Income Investor (TWEIX). TWEIX holds a Zacks Mutual Fund Rank of 4 (Sell), which is based on various forecasting factors like size, cost, and past performance. Objective TWEIX is one of many Large Cap Value mutual funds to
- [OneVest Launches Canada's First Agentic Account Opening Solution for Wealth Management](https://wealthwisereport.com/wealth-management/onevest-launches-canadas-first-agentic-account-opening-solution-for-wealth-management/): New AI Agent Automates the Account Onboarding Lifecycle Across Leading Canadian Custodians TORONTO, Sept. 23, 2026 /CNW/ -- OneVest, a leading wealth management technology provider, today announced the launch of Canada's first agentic account opening solution, delivering seamless, autonomous client onboarding for financial advisors, wealth management firms, and operations teams. Canada's Client Focused Reforms (CFRs)
- [Shanghai Electric Presents Three Energy Transition Solutions at Enlit Asia 2026 – Company Announcement](https://wealthwisereport.com/energy/shanghai-electric-presents-three-energy-transition-solutions-at-enlit-asia-2026-company-announcement/): Supporting power-sector decarbonization, grid resilience, and low-carbon fuels across ASEAN JAKARTA, Indonesia , Sept. 23, 2026 /PRNewswire/ -- Shanghai Electric (SEHK: 02727, SSE: 601727) showcased three energy transition solutions under the theme "Powering the Archipelago" at Enlit Asia 2026, held Sept. 22-24 in Jakarta, Indonesia. As the premier annual platform for
- [The next step in wealth management](https://wealthwisereport.com/wealth-management/the-next-step-in-wealth-management/): ACROSS Asean, the way affluent individuals and families create, manage and transfer wealth is evolving rapidly.For this community in Malaysia, building wealth is more than just finding the next investment opportunity.As their fortunes increase through entrepreneurship, professional success and investments, many think about how to manage their fortunes effectively – from growing to diversifying, to
- [Health Ministry Advises Of Food Recall](https://wealthwisereport.com/wealth-management/health-ministry-advises-of-food-recall/): The Ministry of Health is advising of an “urgent food recall affecting two products sold in Bermuda,” with Waitrose Essential Unsweetened Oat Drink [1 litre] and MOMA Porridge and Cereal Products both being recalled. A Government spokesperson said, “The Ministry of Health is advising the public of an urgent food recall affecting two products sold in Bermuda. This
- [Why Dubai is becoming the global capital for wealth management](https://wealthwisereport.com/wealth-management/why-dubai-is-becoming-the-global-capital-for-wealth-management/): Wimbledon Wealth Management's Sofia Bhatti chose Dubai for its international financial appeal and is offering elite athletes a specialist alternative to commission-driven advisory servicesSofia Bhatti, CEO of Wimbledon Wealth Management, confirmed that the choice of Dubai as a strategic headquarters for the company stemmed from the emirate’s growing status as an international financial centre and
- [RAC's private equity reshuffle shows buyout money still wants insurance-linked income](https://wealthwisereport.com/insurance/racs-private-equity-reshuffle-shows-buyout-money-still-wants-insurance-linked-income/): About three-quarters of the RAC's revenue is tied to insurance. That helps explain why CVC wants a bigger stake rather than a stock market exit When the owners of a £5bn business decide they would rather sell to each other than to the stock market, it tells you where they think the value is. The
- [An AI-Native Operating System for Wealth: Oz Zhiyenkul on Investbanq](https://wealthwisereport.com/wealth-management/an-ai-native-operating-system-for-wealth-oz-zhiyenkul-on-investbanq/): ​​​​​​​Technology has transformed transactional banking much faster than wealth management. Many wealth institutions still rely on combinations of legacy platforms, spreadsheets and specialised tools even as portfolios, regulation and client expectations become more complex. Investbanq is addressing that gap with WealthOS, an AI-native, modular wealth operating system spanning onboarding, CRM and workflows, portfolio management,
- [Transatlantic partnership signed to accelerate fusion energy](https://wealthwisereport.com/energy/transatlantic-partnership-signed-to-accelerate-fusion-energy/): News Posted on Wednesday 23 September 2026 Higher education institutions in the United States and the United Kingdom have established a transatlantic partnership to advance research, skills, and policy in fusion energy. The partnership, which includes researchers at the University of York, was signed at the Global Fusion Policy Summit in London. The landmark Memorandum
- [Proposals to increase income tax in Guernsey return](https://wealthwisereport.com/tax/proposals-to-increase-income-tax-in-guernsey-return/): Two proposals to avoid the introduction of a goods and services (GST) tax in Guernsey, by increasing the rate of income tax instead, have been put forward. Four deputies want to increase the rate to 22%, instead of Policy and Resources' (P&R) tax reform package, with one of the schemes time-limited for two years. P&R's
- [Andy Burnham urged to scrap ‘ruinous’ family farm tax in the Budget](https://wealthwisereport.com/tax/andy-burnham-urged-to-scrap-ruinous-family-farm-tax-in-the-budget/): After a year of devastating drought, a farmer in Cornwall told me they were reluctant to build an on-farm reservoir because it could increase the tax bill inherited by their children. Think about the absurdity. At the very moment we need investment in water resilience, tax policy is encouraging the opposite.A full reversal proved impossible
- [Sprengdrohne bei Bundeswehr: Fund neben Fliegerhorst Wunstorf](https://wealthwisereport.com/fund/sprengdrohne-bei-bundeswehr-fund-neben-fliegerhorst-wunstorf/): Nach dem Fund einer Drohne nahe eines Flugplatzes der deutschen Bundeswehr gehen Ermittler davon aus, dass das Flugobjekt mit Sprengstoff bestückt gewesen sein könnte. Unmittelbar neben dem Wrack, das laut Ermittler schon bis zu zwei Jahre lang unmittelbar neben dem «Fliegerhorst Wunstorf» liegen könnte, wurde demnach verdächtiges Material entdeckt.Die gefundene Drohne weist laut den Ermittlern
- [CD&R, Warburg Pincus Advance Joint Bid for Canaccord Wealth UK](https://wealthwisereport.com/wealth-management/cdr-warburg-pincus-advance-joint-bid-for-canaccord-wealth-uk/): Editorial & Advertiser disclosure Global Banking & Finance Review® is an online platform offering news, analysis, and opinion on the latest trends, developments, and innovations in the banking and finance industry worldwide. The platform covers a diverse range of topics, including banking, insurance, investment, wealth management, fintech, and regulatory issues. The website publishes news, press
- [Premium Global Income Split Fund Establishes At-The-Market Equity Program](https://wealthwisereport.com/fund/premium-global-income-split-fund-establishes-at-the-market-equity-program/): Not for distribution to U.S. newswire services or for dissemination in the United States. TORONTO, Sept. 22, 2026 (GLOBE NEWSWIRE) -- (TSX: PGIC; PGIC.PR.A) – Premium Global Income Split Fund (the "Fund") is pleased to announce it has established an at-the-market equity program ("ATM Program") that allows the Fund to issue preferred shares and class
- [Where to invest to dodge a capital gains tax raid](https://wealthwisereport.com/tax/where-to-invest-to-dodge-a-capital-gains-tax-raid/): What are you investing in to minimise your CGT bill? Share your strategy with us at money@telegraph.co.uk*.In another hit to UK investors, the Prime Minister and the Chancellor are understood to be considering a proposal from Dale Vince, a major Labour donor, to bring capital gains tax (CGT) rates in line with income tax rates.This
- [Transoceanic Investments Inc.: Transoceanic Investments Announces Acquisition of Common Shares by Chairman Mr. Fahad Al-Tamimi](https://wealthwisereport.com/investments/transoceanic-investments-inc-transoceanic-investments-announces-acquisition-of-common-shares-by-chairman-mr-fahad-al-tamimi/): Toronto, Ontario--(Newsfile Corp. - September 23, 2026) - Transoceanic Investments Inc. (TSXV: OCEN) (OTCQB: OCEEF) ("Transoceanic" and/or the "Company") announces that its Chairman, Mr. Fahad Al-Tamimi, acquired an aggregate of 6,000,000 common shares in the capital of the Company ("Shares") on September 22, 2026 (the "Transaction"). Prior to the Transaction, Mr. Fahad Al-Tamimi beneficially owned
- [Just two new brokers in three months: is Britain's insurance red tape really being cut?](https://wealthwisereport.com/insurance/just-two-new-brokers-in-three-months-is-britains-insurance-red-tape-really-being-cut/): The FCA is cutting rules, but barriers to entry remain In the first three months of 2025, the regulator authorised just two new general insurance brokers. Several existing firms folded in the same period. Trade body BIBA called it "the canary in the coal mine" for a sector that, by its own estimate, contributes around
- [Nottinghamshire Pension Fund grows by £1.1bn to record £8.6bn](https://wealthwisereport.com/fund/nottinghamshire-pension-fund-grows-by-1-1bn-to-record-8-6bn/): Nottinghamshire Pension Fund has reached a value of £8.6 billion, following strong investment performance and continued work to ensure value for money for members and taxpayers.Figures reported to the Fund’s Committee show that its value increased by £1.115 billion, or 14.8%, in the 12 months to 30 June 2026.The Fund also saw significant growth in
- [Worst vampire appliances that could be adding more than £30 to your energy bill](https://wealthwisereport.com/energy/worst-vampire-appliances-that-could-be-adding-more-than-30-to-your-energy-bill/): Vampire appliances are devices that draw electricity even when they are turned off or left in standby modeVampire gadgets can soon push up your energy bills(Image: karetoria via Getty Images)The worst vampire appliances that are quietly pushing up your energy bills have been revealed - as millions of households brace for another price hike this
- [X Adds Crypto and Stock Trading Links to Cashtags for US Users](https://wealthwisereport.com/stock-brokers/x-adds-crypto-and-stock-trading-links-to-cashtags-for-us-users/): TLDR X launched a Cashtag Partner Program that links stock and crypto tickers to five outside trading platforms Coinbase, Kraken and Gemini handle crypto trades, while Interactive Brokers and Moomoo cover stocks and ETFs Trades are completed on the partner’s app or website, not inside X itself Kraken says its integration covers nearly 2,500 assets
- [Kameswara Rao Gattupalli Helps Advance Life Insurance Through Agentic AI](https://wealthwisereport.com/insurance/kameswara-rao-gattupalli-helps-advance-life-insurance-through-agentic-ai/): As the life insurance industry continues to embrace digital transformation, artificial intelligence is becoming an increasingly important part of how insurance companies manage data, applications, and customer services. One emerging area receiving significant attention is agentic AI, in which AI systems can coordinate multiple tasks, interact with applications, and help automate complex business workflows.Kameswara Rao
- [X Platform Integrates Direct Crypto and Stock Trading via Coinbase and Kraken](https://wealthwisereport.com/stock-brokers/x-platform-integrates-direct-crypto-and-stock-trading-via-coinbase-and-kraken/): Quick Overview X introduces functionality allowing U.S. users to click on cashtags like $BTC and $TSLA for real-time charts and direct platform access. Partnerships established with Coinbase, Kraken, Gemini, Interactive Brokers, and Moomoo for trading execution. X functions as a gateway only, with all transactions and asset custody handled by partner platforms. This enhancement builds
- [Doubts over TalkTalk after exclusive talks with Octopus Investments end](https://wealthwisereport.com/investments/doubts-over-talktalk-after-exclusive-talks-with-octopus-investments-end/): X Register for free to receive latest news stories direct to your inbox Register Doubts surround the future of Salford-based telecoms and broadband supplier TalkTalk after exclusive acquisition talks with Octopus Investments are said to have ended. The business, which has around 1.7 million retail customers, opened exclusive negotiations with Octopus in August this year
- [Elon Musk’s X Partners With Crypto and Stock Exchanges to Allow Trading From the Timeline](https://wealthwisereport.com/stock-brokers/elon-musks-x-partners-with-crypto-and-stock-exchanges-to-allow-trading-from-the-timeline/): Elon Musk’s X has partnered with major crypto exchanges and stock brokers to connect financial conversations on its timeline with trading services, giving U.S. users a direct route from Cashtags to participating platforms. Ad Ad X Connects Cashtags With Trading Platforms X has expanded its U.S. Cashtag Partner Program with Coinbase, Gemini, Kraken, Interactive Brokers
- [How Asia's Wealth Managers Prove Their Value](https://wealthwisereport.com/wealth-management/how-asias-wealth-managers-prove-their-value/): The opening panel at the Hubbis Investment Forum - Singapore 2026 examined how wealth managers can distinguish themselves when clients can obtain similar products, information and digital tools from many providers. A global private bank, independent wealth managers and a digital investment platform found no single model with an inherent advantage. Each firm has to
- [Deutsche Bank’s asset manager explores curbs on German property funds](https://wealthwisereport.com/property/deutsche-banks-asset-manager-explores-curbs-on-german-property-funds/): Stay informed with free updatesSimply sign up to the Property sector myFT Digest -- delivered directly to your inbox.Deutsche Bank’s asset manager DWS is considering emergency measures to stave off a liquidity crunch at three of its German property funds, as an investor exodus puts mounting pressure on the country’s €100bn-plus property fund industry.Three DWS
- [All the energy help coming this winter as bills could rise by more than 20%](https://wealthwisereport.com/energy/all-the-energy-help-coming-this-winter-as-bills-could-rise-by-more-than-20/): If you're worried about energy bills, it can be helpful to know what help schemes are returning this winter - and what you are eligible forEnergy bills are rising again this winter(Image: Westend61 via Getty Images)Energy bills are forecast to rise again this winter in a worry for millions of struggling households.The Ofgem price cap
- [First Trust Mortgage Income Fund Declares its Monthly Common Share Distribution of $0.065 Per Share for October](https://wealthwisereport.com/fund/first-trust-mortgage-income-fund-declares-its-monthly-common-share-distribution-of-0-065-per-share-for-october/): WHEATON, Ill., September 21, 2026--(BUSINESS WIRE)--First Trust Mortgage Income Fund (the "Fund") (NYSE: FMY) has declared the Fund's regularly scheduled monthly common share distribution in the amount of $0.065 per share payable on October 15, 2026, to shareholders of record as of October 1, 2026. The ex-dividend date is expected to be October 1, 2026.
- [Marvell Technology, Inc. (MRVL) Stock: 2nm Optics Fuel AI Growth](https://wealthwisereport.com/technology/marvell-technology-inc-mrvl-stock-2nm-optics-fuel-ai-growth/): TLDR Marvell stock climbs 4.16% to $254.40 following its latest 2nm optics push. Marvell unveils 400G-per-lane optical PAM4 technology for 3.2T connectivity. The new 800G ZR and ZR+ system combines 2nm technology with MACsec security. Marvell expands 1.6T optical solutions for connections across AI data centers. Its CPO platform targets higher bandwidth and lower power
- [First Horizon Wealth Management CIO Explains Investment Approach](https://wealthwisereport.com/wealth-management/first-horizon-wealth-management-cio-explains-investment-approach/): As CIO of First Horizon Wealth Management, Eric Teal oversees portfolio strategies for a wide range of constituents. The wealth management arm of First Horizon Bank provides services ranging from investment management to trust and estate planning to high-net-worth, ultra-high-net-worth and institutional clients. The firm has $39.1 billion in AUM, including $19.7 billion through its
- [Budget 2027 income tax package will deliver ‘hundreds of euros’ to workers, Harris says – The Irish Times](https://wealthwisereport.com/tax/budget-2027-income-tax-package-will-deliver-hundreds-of-euros-to-workers-harris-says-the-irish-times/): Minister for Finance Simon Harris has said his tax package in the upcoming budget would be worth “hundreds of euros” to workers while warning there was a limit to what the Government could do on income tax.He said the income tax package would absorb roughly €1.2 billion of the overall €1.5 billion earmarked for tax
- [Travel Medical Insurance: What International Travel Insurance Covers Abroad (2026)](https://wealthwisereport.com/insurance/travel-medical-insurance-what-international-travel-insurance-covers-abroad-2026/): Travelling abroad is an exciting experience as it offers a chance to explore new cultures, cuisine and people. However, unexpected emergencies such as falling sick due to changing weather can happen on a trip without any warning. These emergencies not only disrupt your travel plan but also bring additional financial stress. This is why many
- [Energy bill warning as only four fixed tariffs beat October Ofgem price cap](https://wealthwisereport.com/energy/energy-bill-warning-as-only-four-fixed-tariffs-beat-october-ofgem-price-cap/): The typical household that pays by direct debit will see their annual energy bill increase from £1,663 to £1,723 this October - with another rise in January also expected13:34, 21 Sep 2026Updated 13:38, 21 Sep 2026Energy bills are expected to rise again in January(Image: Getty Images/iStockphoto)Households are being to consider fixing their energy tariff as
- [Is Interactive Brokers Stock Outperforming the S&P 500?](https://wealthwisereport.com/stock-brokers/is-interactive-brokers-stock-outperforming-the-sp-500/): Greenwich, Connecticut-based Interactive Brokers Group, Inc. (IBKR) operates as an automated electronic broker. Valued at $154.3 billion by market cap, the company specializes in executing and clearing trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, and exchange-traded funds, as well as offers custody, prime brokerage, securities, and margin lending services. Companies worth
- [HMRC is issuing refunds to millions of state pensioners after tax error](https://wealthwisereport.com/tax/hmrc-is-issuing-refunds-to-millions-of-state-pensioners-after-tax-error/): The tax office has admitted an error where it used the wrong state pension figures to calculate the tax owed by some pensioners12:03, 21 Sep 2026Updated 12:04, 21 Sep 2026HMRC should not calculate your taxable state pension based on a full year at the current value of your state pension(Image: Getty)Millions of pensioners who were
- [3 reasons to start offering wealth management services](https://wealthwisereport.com/wealth-management/3-reasons-to-start-offering-wealth-management-services/): Most investors have goals they’re working toward today and dreams they’re striving to achieve in the future. Yet many lack the financial know-how to move forward with confidence. You can help by offering wealth management services that provide clients with a roadmap for spending, saving, and investing to reach their goals. Clients who are willing
- [3rd Party vs Comprehensive Bike Insurance: Key Differences for Two-wheeler Owners](https://wealthwisereport.com/insurance/3rd-party-vs-comprehensive-bike-insurance-key-differences-for-two-wheeler-owners/): Choosing the right two-wheeler insurance starts with a proper understanding of coverage options. Third-party and comprehensive bike insurance are designed to meet the different protection needs of every rider. Familiarise yourself with the benefits, coverage and protection level these policies offer to select a suitable policy.A clear comparison also ensures you make well-informed insurance decisions. Continue
- [Stock Broker vs Trading Platform: Understanding the Difference](https://wealthwisereport.com/stock-brokers/stock-broker-vs-trading-platform-understanding-the-difference/): In India, a stock broker is a SEBI-registered intermediary that provides access to the stock market, facilitates trades, and handles various regulatory and settlement-related responsibilities. A trading platform, by contrast, is the software interface you use to place orders, view charts, and manage your positions.What Is a Stock Broker in India?A stock broker acts as
- [Starbucks baristas reel from surges in health insurance costs: ‘I’m considering a second job’ | Starbucks](https://wealthwisereport.com/insurance/starbucks-baristas-reel-from-surges-in-health-insurance-costs-im-considering-a-second-job-starbucks/): Starbucks workers say their health insurance premiums have soared this year, in some cases more than doubling, according to a recent survey conducted by Starbucks Workers United.The survey of more than 130 Starbucks workers in both unionized and non-unionized stores, shared exclusively with the Guardian, found baristas are experiencing significant hikes in costs for their
- [Is Fidelity Value Fund (FDVLX) a Strong Mutual Fund Pick Right Now?](https://wealthwisereport.com/fund/is-fidelity-value-fund-fdvlx-a-strong-mutual-fund-pick-right-now/): Any investors hoping to find a Mid Cap Value fund could think about starting with Fidelity Value Fund (FDVLX). FDVLX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective The world of Mid Cap Value funds is an area filled
- [Welsh council suspends holiday tax plans after backlash](https://wealthwisereport.com/tax/welsh-council-suspends-holiday-tax-plans-after-backlash/): The council noted that two thirds of the 7,000 responses it received to its tax consultation were against the proposals, with responses indicating that 80pc of businesses and tourists were against the levy, as well as half of residents.It added that, after taking legal advice, it was postponing a final decision on the tax so
- [Insurance firms help flooding victims mop up. They also make…](https://wealthwisereport.com/insurance/insurance-firms-help-flooding-victims-mop-up-they-also-make/): For Heather, the introduction of Flood Re was a “massive relief”. But she is horrified that insurers benefiting from the scheme are exacerbating climate change. “It’s horrendous,” she said. “While their losses are being covered, they’re becoming a softer voice as well. We need the strength of insurance companies to push government to be more
- [Expert High-Net-Worth Estate Planning Advice for 2026](https://wealthwisereport.com/wealth-management/expert-high-net-worth-estate-planning-advice-for-2026/): This Wealth Management & Estate Planning roundtable section is produced by the LA Times Studios team in conjunction with Axos Advisor Services; Ervin Cohen & Jessup LLP; Lagerlof, LLP; and U.S. Bank Private Wealth Management.Ongoing market developments across multiple sectors have helped to open up new private wealth management products and services to a broader
- [SBI MF launches Nifty200 Value 30 ETF fund of fund; NFO open till September 30](https://wealthwisereport.com/fund/sbi-mf-launches-nifty200-value-30-etf-fund-of-fund-nfo-open-till-september-30/): SBI Mutual Fund has launched the SBI Nifty200 Value 30 ETF Fund of Fund (FoF), an open-ended fund of fund scheme that will invest primarily in units of the SBI Nifty200 Value 30 ETF.The new fund offer (NFO) opened on September 17 and will close on September 30.According to the scheme details, the fund will
- [The fear of a terrifying exit tax will send more billionaires abroad](https://wealthwisereport.com/tax/the-fear-of-a-terrifying-exit-tax-will-send-more-billionaires-abroad/): It is the size of Chris Rokos’s tax bill that gives pause. A cool £330 million. Yes, the hedge fund founder is leaving London, to set up in Athens. Yes, he is extremely wealthy, worth an estimated £2.9 billion. But that isn’t what sets his decision apart. Plenty of other entrepreneurs have departed the UK. Likewise,
- [Saudi wealth fund presses LIV Golf’s saviour to prove its commitment to tour](https://wealthwisereport.com/fund/saudi-wealth-fund-presses-liv-golfs-saviour-to-prove-its-commitment-to-tour/): Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The private equity firm that has struck a preliminary deal to save LIV Golf is set to commit up to $10mn to help fund the league’s US bankruptcy in an effort to allay concerns that it is
- [Envision Energy Powers Morocco's First Large-Scale Battery Storage System at OCP's Benguerir Mining Site](https://wealthwisereport.com/energy/envision-energy-powers-moroccos-first-large-scale-battery-storage-system-at-ocps-benguerir-mining-site/): BENGUERIR, Morocco, Sept. 21, 2026 /PRNewswire/ -- Envision Energy, a global leader in green technology, today announced the successful energisation of Morocco's first large-scale lithium iron phosphate (LFP) battery energy storage system at OCP Green Energy's Benguerir mining site. The 25 MW / 125 MWh system was supplied and commissioned by Envision Energy under a
- [In insurance, the written word means everything](https://wealthwisereport.com/insurance/in-insurance-the-written-word-means-everything/): Did your insurance agent or the broker just say, “Sir, you just sign the proposal form; I will take care of filling it”? And did you say “yes”? It’s a wrong move.If the intermediary, by mistake or deliberately, fills in erroneous information, you may still be the person answering for it. You signed the proposal
- [Your Closed-End Fund Just Announced a Rights Offering. Here's What to Actually Do About It](https://wealthwisereport.com/fund/your-closed-end-fund-just-announced-a-rights-offering-heres-what-to-actually-do-about-it/): If you own closed-end funds long enough, eventually one of them will send you a notice about a rights offering, and the language in that notice is not exactly written to put you at ease. It talks about dilution, subscription prices, and expiration dates, and if you’ve never dealt with one before, the instinct is
- [Partners Capital Names Jennifer Fox Bensimon As Head Of Co-Investments](https://wealthwisereport.com/investments/partners-capital-names-jennifer-fox-bensimon-as-head-of-co-investments/): Partners Capital Investment Group has named Jennifer Fox Bensimon Head of Co-Investments, putting her in charge of a private equity co-investment platform that has deployed more than $2.5 billion to date. Partners Capital manages more than $84 billion and serves institutions, family offices and individuals globally. Bensimon joined the firm’s Co-Investment team in September 2024
- [Abiodun's Education Trust Fund: Building Ogun's future beyond projects](https://wealthwisereport.com/fund/abioduns-education-trust-fund-building-oguns-future-beyond-projects/): Gov. Dapo Abiodun By Kayode Akinmade There is a defining difference between occupying public office and using the privilege of office to establish institutions capable of serving the public long after the officeholder has left. Governor Dapo Abiodun’s assent to the Ogun State Education and Skills Trust Fund Bill marks an important step in that
- [Fund tied to controversy over India’s richest man lent millions to failed shadow bank MFS](https://wealthwisereport.com/fund/fund-tied-to-controversy-over-indias-richest-man-lent-millions-to-failed-shadow-bank-mfs/): An offshore fund linked to a controversy involving India’s richest man also lent to the collapsed UK shadow bank Market Financial Solutions (MFS), it has emerged.MFS, which collapsed this year amid accusations of fraud and a £1.3bn black hole in its accounts, was lent tens of millions by Oyster Bay Fund, which is managed by
- [UAE emerges as global hub for family wealth, succession planning](https://wealthwisereport.com/wealth-management/uae-emerges-as-global-hub-for-family-wealth-succession-planning/): The UAE is rapidly cementing its position as one of the world’s leading destinations for family wealth preservation and succession planning, with wealthy families increasingly choosing the country not just as a place to live, but as a long-term base for their assets, governance structures and investment vehicles.According to Ashish Agrawal, Partner at Dhruva, a
- [With savings-type insurance, 90% of the first year's premium disappears into fees.｜ふりーまん＠FreeLife Blog](https://wealthwisereport.com/insurance/with-savings-type-insurance-90-of-the-first-years-premium-disappears-into-fees-｜ふりーまん＠freelife-blog/): "Term insurance is a waste. Savings-type insurance is a better deal because you get money back." This is the standard sales pitch at insurance counters. However, if you look at it calmly based on the definition of the terms, savings-type insurance does not meet the criteria for "insurance."The original role of insurance is a system
- [Life insurance cash rewards – are they worth it?](https://wealthwisereport.com/insurance/life-insurance-cash-rewards-are-they-worth-it/): Barclays is giving customers up to £150 to take out a new life insurance policy. But should a cash reward influence which policy you choose?The high street bank isn’t the only one offering rewards to new policyholders. Other insurers are trying to attract new customers with incentives ranging from gift cards to free cinema tickets. But
- [Stopping the 'Just Because' Way of Living: What is Management Activity in Personal Finance?｜chin_den](https://wealthwisereport.com/wealth-management/stopping-the-just-because-way-of-living-what-is-management-activity-in-personal-finance｜chin_den/): Before I know it, the day is over. Honestly, I don't really remember what I spent my time on or how much. I move according to the company's schedule, finish what I'm asked to do, and before I know it, a day, a week, and a year have passed.That in itself is not a bad
- [Deals & Moves: Apella Wealth Grows AUM $928M Through M&A](https://wealthwisereport.com/wealth-management/deals-moves-apella-wealth-grows-aum-928m-through-ma/): Apella Wealth, a West Hartford, Conn.-based registered investment advisor, has reached $12 billion in assets under management following two acquisitions this week, according to announcements.On Tuesday, Apella said it had acquired Morris Financial Concepts, an RIA in Mount Pleasant, S.C., founded in 1983 by Kyra Hollowell Morris and overseeing $544 million in client assets. She
- [Family offices flock to AI investments amid robust funding environment](https://wealthwisereport.com/investments/family-offices-flock-to-ai-investments-amid-robust-funding-environment/): Family offices are increasingly directing their investments towards AI companies, as highlighted by a recent TechCrunch report. This interest is largely driven by the potential for high returns and a heightened risk appetite among these investors. Notable examples include Hillspire and Premji Invest, which have participated in deals for AI firms such as World Labs,
- [SM Investments urges businesses to think long-term](https://wealthwisereport.com/investments/sm-investments-urges-businesses-to-think-long-term/): The conference explored how businesses can distinguish lasting changes from market noise, including the growing role of artificial intelligence and data in decision-making.Long-term view In his welcome address, DyBuncio said nearly seven decades of SM’s operations in the Philippines have taught the group to take a long-term view despite periods of uncertainty and disruption.“At SM,
- [Family farm tax was flawed, former Labour minister admits](https://wealthwisereport.com/tax/family-farm-tax-was-flawed-former-labour-minister-admits/): Tom Bradshaw, the president of the National Farmers’ Union, said he was still fearful that the inheritance tax changes would destroy rural investment and put Britain’s food security at risk after they became law in April.He said: “We’ve been clear that we oppose the changes to inheritance tax on farming, which treat business assets as
- [In HelloNation, Insurance Expert Heather Trudeau Discusses How Often to Review Insurance Coverage](https://wealthwisereport.com/insurance/in-hellonation-insurance-expert-heather-trudeau-discusses-how-often-to-review-insurance-coverage/): How often should families revisit their insurance to ensure their policies still fit their needs?NEWPORT, Vt., Sept. 18, 2026 /PRNewswire/ -- That question is addressed in a HelloNation article featuring guidance from Insurance Expert Heather Trudeau of Newport, VT. The feature explains why an annual insurance review is one of the most effective ways for Vermonters to
- [‘Caledonia Investments must close its discount’](https://wealthwisereport.com/investments/caledonia-investments-must-close-its-discount/): Caledonia Investments (LSE: CLDN) is one of the market's more esoteric investment trusts. Founded by the wealthy Cayzer family, which once owned one of the world's most powerful shipping conglomerates, the £3.1 billion fund now functions as a multi-asset growth and protection vehicle.Caledonia has been part of the MoneyWeek investment trust portfolio since 2013. We
- [7 energy checks to do at home before winter to cut bills](https://wealthwisereport.com/energy/7-energy-checks-to-do-at-home-before-winter-to-cut-bills/): These seven easy checks could help you cut your energy bills and reduce your energy wastage. Madeleine Porter, head of marketing at Utility Bidder, said: “We often think about preparing our homes and businesses for winter once the temperature starts to fall, but by then it can be too late to address some of the
- [What is Crypto Wealth Management, How Does it Work?](https://wealthwisereport.com/wealth-management/what-is-crypto-wealth-management-how-does-it-work/): 1. What is crypto wealth management?Crypto wealth management is the structured management of digital-asset portfolios using strategies involving asset allocation, custody, diversification and risk management. It can include cryptocurrencies, stablecoins, staking products, ETFs and tokenized traditional assets.2. How is crypto wealth management different from regular crypto investing?Regular crypto investing may focus primarily on buying and
- [HSBC launches sterling bond fund](https://wealthwisereport.com/fund/hsbc-launches-sterling-bond-fund/): HSBC Asset Management has launched a sterling-denominated short-duration optimal income bond fund, available in OEIC format, focused on capital preservation and liquidity while aiming to help investors meet their income objectives. The fund follows a multi-sector short-duration credit approach, which aims to broaden the opportunity set beyond any single market segment, dynamically allocating across investment-grade
- [India's Wealth Management Sector Set to Reach $436 Billion By 2034, ETBFSI](https://wealthwisereport.com/wealth-management/indias-wealth-management-sector-set-to-reach-436-billion-by-2034-etbfsi/): New Delhi, India's wealth‑management sector is expected to expand about 2.5 times to $436 billion by 2034 as financialisation, global diversification and rising demand for professional advice reshape investor needs, a report said on Friday."India is witnessing a structural shift towards comprehensive wealth management, with investors increasingly seeking advice across mutual funds, equities, PMS, AIFs,
- [Invesco Core Plus Bond Fund Q2 2026 Commentary (ACPSX)](https://wealthwisereport.com/fund/invesco-core-plus-bond-fund-q2-2026-commentary-acpsx/): Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider
- [Georgia Stories | Personal Money Management 101: Income, Budgeting, and Saving](https://wealthwisereport.com/wealth-management/georgia-stories-personal-money-management-101-income-budgeting-and-saving/): Have you ever thought about your dream job?What about your dream paycheck?The money a person makes in a year is called income, and this is the starting point of your finances.Can you think of any other terms for finances?Funds, fortune, or the bag, whatever you call it, it's fun to think of all the cool
- [Technology UK – POLITICO](https://wealthwisereport.com/technology/technology-uk-politico/): Latest news, analysis and comment on technology policy in the United Kingdom. The move by the California governor comes amid national concerns about the potential existential dangers of the technology. September 18, 2026 5:24 pm CET September 17, 2026 10:48 pm CET September 17, 2026 8:57 pm CET September 17, 2026 2:22 pm CET September
- [Emkay Wealth expects India’s wealth management market to grow 2.5X by 2034: Key drivers](https://wealthwisereport.com/wealth-management/emkay-wealth-expects-indias-wealth-management-market-to-grow-2-5x-by-2034-key-drivers/): India’s wealth-management market could grow 2.5 times to $436 billion by 2034 from around $171 billion in 2025, driven by rising incomes, financialisation of household savings and greater participation in capital markets, according to Emkay Wealth Management.The wealth manager estimates the market will grow at a compound annual growth rate (CAGR) of around 10.6% over
- [3 Miscalculations That Cause Losses When Canceling Education Insurance Early｜はりく](https://wealthwisereport.com/insurance/3-miscalculations-that-cause-losses-when-canceling-education-insurance-early｜はりく/): Many families take out education insurance when their child is born and continue to pay the monthly premiums. However, lately, when looking at household financial consultations and money advice forums, I repeatedly see inquiries like, "When I canceled my education insurance early, the amount I got back was less than what I had paid in."As
- [200,000 more pensioners stung by dividend tax](https://wealthwisereport.com/tax/200000-more-pensioners-stung-by-dividend-tax/): However, Rachael Griffin, at wealth adviser Quilter, said the policies had “chipped away” at retirees’ incomes, forcing many to “reassess how they structured their finances”.She added: “Many people carefully build portfolios designed to generate a sustainable income alongside their pension.“At a time when retirees are already concerned about maintaining their standard of living and making
- [HMRC to refund 3.2 million pensioners after Telegraph exposes tax errors](https://wealthwisereport.com/tax/hmrc-to-refund-3-2-million-pensioners-after-telegraph-exposes-tax-errors/): The tax authority’s own guidance states that the taxable amount of state pension is calculated using one week at the previous year’s lower rate and 51 weeks at the current year’s rate to account for a small window between the start of the new tax year and the following Monday, when the new state pension
- [Scots want rich households to pay more council tax under new system that revalues homes](https://wealthwisereport.com/tax/scots-want-rich-households-to-pay-more-council-tax-under-new-system-that-revalues-homes/): Scots want rich households to pay more council tax as part of a wholesale reform of the local rates system.A major consultation by the SNP Government found that eight out of 10 respondents are in favour of overhauling the current set-up, which is still largely based on property values from 1991.The most popular option for
- [I tried Martin Lewis’ Cheap Energy Club to cut my gas bill](https://wealthwisereport.com/energy/i-tried-martin-lewis-cheap-energy-club-to-cut-my-gas-bill/): The timing is particularly important because the current forecast is for the Energy Price Cap to rise by around 24.9% in January, taking the typical dual-fuel figure from £1,723 to around £2,152 a year. Of course, that's only a forecast and the final figure won't be confirmed until November, but if anyone hasn't looked at
- [Godrej Wealth steps up expansion, plans to enter AMC business next year | Company News](https://wealthwisereport.com/wealth-management/godrej-wealth-steps-up-expansion-plans-to-enter-amc-business-next-year-company-news/): Godrej Wealth plans to enter the asset management business next year as it seeks to expand its offerings and build a broader wealth and investment management platform.The company is in the process of filing for a mutual fund licence and expects to enter the business in about a year, Godrej Capital MD and CEO Manish
- [Inclusive Mainstream Fund – Ultimate toolkit for schools [Coming soon]](https://wealthwisereport.com/fund/inclusive-mainstream-fund-ultimate-toolkit-for-schools-coming-soon/): PrimarySecondarySENCo ... The Inclusive Mainstream Fund brings new funding and responsibilities for mainstream schools. Here’s what you need to know about the funding, inclusion principles and spending rules… by Teachwire Classroom expertise and free resources for teachers Share Share What is the Inclusive Mainstream Fund? The Inclusive Mainstream Fund is over £500 million of government
- [Circular investments still ‘high-risk’, finds CIWM](https://wealthwisereport.com/investments/circular-investments-still-high-risk-finds-ciwm/): 17 September, 2026 By Daniel Bosley CIWM reiterates calls for publication of circular growth plan, finding investors deterred by unclear policy and weak end markets This area is reserved. Please register or subscribe for full access to continue reading. If you
- [Explaining insurance to clients is an ‘unsolvable problem’](https://wealthwisereport.com/insurance/explaining-insurance-to-clients-is-an-unsolvable-problem/): Adequately explaining insurance products to clients is an “unsolvable problem” as they do not understand what it is they are buying, Insurance Compliance head of intermediary consultancy south, David Allison, has argued.Speaking on a panel at Defaqto’s 2026 Conference yesterday (September 16), Allison explained that, with the exception of car and holiday insurance, it was
- [Energy Price Cap January rise forecast Martin Lewis warning](https://wealthwisereport.com/energy/energy-price-cap-january-rise-forecast-martin-lewis-warning/): Martin Lewis said: "I'm afraid it's now predicted the energy Price Cap will rise 24% in January. The Cap applies to all firms' standard tariffs (bar in N. Ireland), so if you're not on a fix or special deal, you, like most people, are on it. "If you are on it, the safest thing to
- [Innovator ETFs® Announces Liquidation of an Exchange-Traded Fund](https://wealthwisereport.com/fund/innovator-etfs-announces-liquidation-of-an-exchange-traded-fund/): WHEATON, Ill.--(BUSINESS WIRE)--Sep 17, 2026--Innovator Capital Management, LLC (“Innovator”), the investment adviser for the Innovator Uncapped Bitcoin 20 Floor ETF ® — Quarterly (the “Fund”), announced today that the Fund’s Board of Trustees, at the recommendation of Innovator, has approved a plan of liquidation for the Fund (the “Plan”). Under the Plan, which is effective
- [Bitcoin Life launches regulated Bitcoin insurance bonds in the UK](https://wealthwisereport.com/insurance/bitcoin-life-launches-regulated-bitcoin-insurance-bonds-in-the-uk/): Bitcoin Life, operating as Perpetual21 Limited, secured a full regulatory license in Guernsey on September 17 to function as an international long-term life insurance company. The company immediately launched what it describes as a Bitcoin-denominated whole-of-life insurance bond, a product designed to let long-term holders park their Bitcoin inside a regulated insurance wrapper with built-in
- [Asiana Fund, Taiwan’s JC Capital launch ₹1,000-cr advanced manufacturing fund](https://wealthwisereport.com/fund/asiana-fund-taiwans-jc-capital-launch-₹1000-cr-advanced-manufacturing-fund/): Asiana Fund partners with Taiwan-based JC Capital to launch a ₹1,000-crore fund. | Photo Credit: iStockphoto Asiana Fund, the investment platform of Dani family office, has partnered with Taiwan-based JC Capital to launch a ₹1,000-crore fund focused on backing India’s next generation of advanced manufacturing companies, as the country seeks to move beyond assembly and
- [Drowning in digital health data? 4 things to remember](https://wealthwisereport.com/wealth-management/drowning-in-digital-health-data-4-things-to-remember/): The availability of personal health data that people can access is changing and growing every day. Thanks to health apps and wearable technology, such as watches and rings, you can receive constant information about your health and habits outside of traditional clinical settings. Using digital health data, you can monitor many aspects of your health from
- [Tokenized stock trading is about to take off after SEC issues five-year exemption from securities laws](https://wealthwisereport.com/stock-brokers/tokenized-stock-trading-is-about-to-take-off-after-sec-issues-five-year-exemption-from-securities-laws/): The cryptocurrency industry has gotten a major boost from the U.S. Securities and Exchange Commission, which today announced a five-year exemption that allows companies to facilitate the trading of blockchain-based tokenized stocks and securities. It’s a big move that will help to accelerate the SEC’s plan to integrate digital assets into the financial economy. The SEC
- [Dubai, Reconsidered: A Wealth Manager’s View](https://wealthwisereport.com/wealth-management/dubai-reconsidered-a-wealth-managers-view/): In 2025 alone, the UAE welcomed almost 10,000 high-net-worth individuals in net migration, with the vast majority choosing Dubai as their new home. Companies and wealthy individuals relocate here for many reasons. What strikes me most is not the logistics behind these moves, but the ambition. Dubai feels less like a destination people pass through
- [Best home insurance companies 2026](https://wealthwisereport.com/insurance/best-home-insurance-companies-2026/): Best UK home insurance policies and providers compared Want standalone contents insurance or buildings insurance? Click the links to see our ratings.The first table compares home insurance policies, ranked by policy score, and the second table compares insurance companies, ranked by customer scores.Please note that this article is for information purposes only and doesn't constitute advice.
- [Verapath and GenTrust Launch VIRA, an AI-Native Wealth Management Platform for RIAs](https://wealthwisereport.com/wealth-management/verapath-and-gentrust-launch-vira-an-ai-native-wealth-management-platform-for-rias/): Updated Wed, September 16, 2026 at 10:59 PM UTCJoint Venture Consolidates CRM, Planning, Portfolio, Tax and Reporting into One System of Record and One View of Every ClientNEW YORK, Sept. 16, 2026 /PRNewswire/ -- Verapath and GenTrust today announced a joint venture and the general availability of VIRA, an AI-native wealth management platform that consolidates
- [Ralph Spencer: The Global Strategist Behind LAX’s International Rise](https://wealthwisereport.com/fund/ralph-spencer-the-global-strategist-behind-laxs-international-rise/): Discover how Ralph Spencer leads international advisory at LAX, expanding collector networks and developing cross border art market partnerships.
- [Goldman Sachs CEO sees asset and wealth management growth exceeding targets](https://wealthwisereport.com/wealth-management/goldman-sachs-ceo-sees-asset-and-wealth-management-growth-exceeding-targets/): Goldman Sachs set itself a growth target for its asset and wealth management division a few years back. Then it went ahead and beat it by a comfortable margin. CEO David Solomon has signaled that the firm’s AWM business is growing at better than 10%, well above the high-single-digit target the bank had originally laid
- [CPP Investments and Brookfield just launched a $50B Maple Fund. What is it?](https://wealthwisereport.com/investments/cpp-investments-and-brookfield-just-launched-a-50b-maple-fund-what-is-it/): The Canada Pension Plan Investments Board (CPPIB) and Brookfield on Tuesday launched a $50 billion "Maple Fund" that they say will funnel capital towards critical infrastructure and strategic industries across Canada.The announcement from the CPPIB, which manages the investments in the Canada Pension Plan, and investment management firm Brookfield was one of the main funding
- [Reform-linked thinktank ‘to call for big tax cuts for the rich’ | Reform UK](https://wealthwisereport.com/tax/reform-linked-thinktank-to-call-for-big-tax-cuts-for-the-rich-reform-uk/): A thinktank linked to Nigel Farage’s Reform UK is preparing an influential policy plan that is reportedly going to call for substantial tax cuts for the rich.The Centre for a Better Britain (CFABB) is due to publish the 200-page document next week, giving insight into the economic and financial policies that are likely to form
- [Bramshill Investments Expands Its Emerging Markets Debt Team](https://wealthwisereport.com/investments/bramshill-investments-expands-its-emerging-markets-debt-team/): NAPLES, Fla., Sept. 16, 2026 /PRNewswire/ -- Bramshill Investments, an award-winning alternative asset management firm is expanding its capabilities in Emerging Markets Debt. Today the Firm announced that Chris Milonopoulos and Sergio Valderrama have joined the firm as Portfolio Managers and Managing Directors. Both will be based in New York City. "I am excited to
- ['Valued member' of Dance Professionals Fund team to become executive director](https://wealthwisereport.com/fund/valued-member-of-dance-professionals-fund-team-to-become-executive-director/): Dance Professionals Fund has announced Denise Perry will succeed Clemmie Cowl as executive director in February next year. Perry joined the team in February 2025 as the lead on the dance welfare charity’s Career Upskilling Programme, and has experience as a dance relationship manager at Arts Council England and director of Survive in Dance. Cowl
- [Devexperts Offers South Korean Brokers a Ready-Made Package for US Stock Trading](https://wealthwisereport.com/stock-brokers/devexperts-offers-south-korean-brokers-a-ready-made-package-for-us-stock-trading/): US Senate Blocks CLARITY Act; IBKR Links X to Trading US Senate Blocks CLARITY Act; IBKR Links X to Trading US Senate Blocks CLARITY Act; IBKR Links X to Trading US Senate Blocks CLARITY Act; IBKR Links X to Trading US Senate Blocks CLARITY Act; IBKR Links X to Trading US Senate Blocks CLARITY Act;
- [Ridgeline Raises $250M Series E Round, Valued at $1.4B](https://wealthwisereport.com/wealth-management/ridgeline-raises-250m-series-e-round-valued-at-1-4b/): Ridgeline, an artificial intelligence-native investment management platform, has raised $250 million in a Series E round led by founder and Chairman Dave Duffield.The invitation-only round valued Ridgeline at $1.425 billion and included Motley Fool Ventures, associates of Smead Capital Management, and Patrick O’Shaughnessy, CEO of Positive Sum.“Great enterprise software starts with a team willing to
- [The battle over inheritance tax](https://wealthwisereport.com/tax/the-battle-over-inheritance-tax/): No tax divides the Left and Right quite like inheritance tax.It emerged this week that Kemi Badenoch was considering abolishing the death duty if the Conservatives win the next election. Reform UK has already said it wants to “get rid” of the 40pc charge.By comparison, Prime Minister Andy Burnham has previously suggested reducing the rate
- [Envestnet Strengthens UMA Tax Overlay Service, Delivering Average After-Tax Benefit of +1.96% for Full 2025 Tax Year](https://wealthwisereport.com/wealth-management/envestnet-strengthens-uma-tax-overlay-service-delivering-average-after-tax-benefit-of-1-96-for-full-2025-tax-year/): New Analysis Finds Nearly 99% of UMA Tax Overlay Accounts Benefited from Active, Holistic Tax Management in 2025 BERWYN, Pa., Sept. 16, 2026 /PRNewswire/ -- Envestnet, the leading Adaptive WealthTech company, continues to enhance year-round, holistic tax management within its platform, empowering advisors to help deliver tax-aware investment management at scale while improving after-tax outcomes
- [Binance Adds 11 US Treasury and Bond ETFs to Binance Earn Wealth Management Service](https://wealthwisereport.com/wealth-management/binance-adds-11-us-treasury-and-bond-etfs-to-binance-earn-wealth-management-service/): TLDR Binance has launched a new wealth management service through Binance Earn with access to 11 US-listed ETFs The ETFs focus on short-term US Treasurys and investment-grade bonds Products are grouped into cash management, steady income, and yield enhancement categories Users buy actual ETF shares, not tokenized versions, with orders routed through Nest Trading to
- [How Monzo can streamline your home insurance](https://wealthwisereport.com/insurance/how-monzo-can-streamline-your-home-insurance/): Home insurance can be an essential purchase for everyday life. And in the unfortunate event of ever needing to make a claim, it’s something you will be grateful for having. It’s one of those admin tasks that’s easily postponed, and can slip off the to-do list, but in reality it’s worth making sure you’ve got
- [Wandsworth council tax bills could almost double](https://wealthwisereport.com/tax/wandsworth-council-tax-bills-could-almost-double/): At Tuesday's meeting, Conservative deputy leader and cabinet member for finance, Peter Graham, said he was reluctantly considering raising council tax and blamed the government.Graham said: "This administration recognises the financial pressures that many households already experience and the extent to which they are already taxed by other means."Higher council tax will not be easy
- [Gen Z's Unique Approach to Insurance: Beyond Tradition, ETBrandEquity](https://wealthwisereport.com/insurance/gen-zs-unique-approach-to-insurance-beyond-tradition-etbrandequity/): “Zindagi ke saath bhi, zindagi ke baad bhi.” For millennials who grew up hearing this line in insurance commercials, the category came with a clear script. Insurance was about family, responsibility, and preparing for a future. Buying it meant sitting across from an agent, listening to a pitch, and trusting someone to explain the fine
- [NPS fund manager change: Switching to the top performer? Check these 5 things first - Money News](https://wealthwisereport.com/fund/nps-fund-manager-change-switching-to-the-top-performer-check-these-5-things-first-money-news/): The National Pension System (NPS) is a market-linked retirement savings scheme regulated by the Pension Fund Regulatory and Development Authority (PFRDA). Subscribers make regular contributions to build a retirement corpus, with the returns linked to the performance of the underlying investments. NPS fund managers play an important role in managing these investments and allocating funds
- [People could face an ‘impossible winter’ with energy bills forecast to rise by 25% in January](https://wealthwisereport.com/energy/people-could-face-an-impossible-winter-with-energy-bills-forecast-to-rise-by-25-in-january/): Energy bills could rise by an "unthinkable" 25% in January, according to new forecasts, putting pressure on millions of people across the UK "already burdened by energy debt and cutting back".Bloomberg Economics analysis shows that energy bills will rise as a result of increased wholesale gas and electricity prices amid conflict in the Middle East.The
- [From Online to On-Chain: How DigiFT Is Building the Investment Layer for Tokenised Wealth](https://wealthwisereport.com/wealth-management/from-online-to-on-chain-how-digift-is-building-the-investment-layer-for-tokenised-wealth/): ​​​​​​​Money is moving on-chain faster than investment products are following it. Stablecoins can already travel across wallets and borders, yet holders seeking regulated exposure to funds, credit, gold or equities still encounter a system built around local accounts, currencies, intermediaries and market hours. Henry Zhang, Founder and Chief Executive Officer (CEO) of DigiFT, is
- [Should you be more hands-on with your pension investments?](https://wealthwisereport.com/investments/should-you-be-more-hands-on-with-your-pension-investments/): Two-thirds of a typical pension pot comes from investment growth, not you or your employer's contributions.That statistic comes from pension firm Standard Life, which estimates that a £100,000 defined contribution pension would be made up of £65,000 from investment growth, £18,000 from your contributions, £13,000 from employer contributions and £4,000 from tax relief.We tend to
- [Health board facing legal action after death of patient](https://wealthwisereport.com/wealth-management/health-board-facing-legal-action-after-death-of-patient/): It follows claims the health board failed to ensure the safety of a mental health patient found dead in her hospital room22:34, 15 Sep 2026Updated 13:39, 16 Sep 2026Glan Clwyd Hospital, Bodelwyddan, where a mental health patient was found dead in her room(Image: Ian Cooper/North Wales Live)The biggest health Board in Wales is facing legal
- [Bamboo Insurance Launches IPO Roadshow](https://wealthwisereport.com/insurance/bamboo-insurance-launches-ipo-roadshow/): Bamboo Insurance Services, Inc., a technology-enabled, underwriting-first, and capital-light managing general underwriter focused on homeowners’ coverage, has launched the roadshow for its proposed initial public offering of 35,000,000 shares of its Class A common stock. A spokesperson said, “The offering consists entirely of secondary shares to be sold by entities affiliated with CVC Capital Partners
- [Health secretary says plans for cot cams in baby wards being developed ‘urgently’ after Letby inquiry report – as it happened | Lucy Letby](https://wealthwisereport.com/wealth-management/health-secretary-says-plans-for-cot-cams-in-baby-wards-being-developed-urgently-after-letby-inquiry-report-as-it-happened-lucy-letby/): Yvette Cooper says plans for cot cams in neonatal units to be 'urgently' developedThe health secretary said she has asked officials to develop plans to install “cot cams” in neonatal units.She told the House of Commons: double quotation markOn safety and reassurance for parents, Lady Justice Thirlwall recommends the introduction of video baby monitors for
- ['I saved £300 on energy bills using this free household bill management service'](https://wealthwisereport.com/energy/i-saved-300-on-energy-bills-using-this-free-household-bill-management-service/): 'So easy, I barely had to do anything'This article contains affiliate links, we will receive a commission on any sales we generate from it. Learn moreA new AI service is helping households save up to £300 by keeping tabs on bills(Image: Miljan Živković via Getty Images)A householder claims to have slashed their energy bills by
- [Families face inheritance tax hit after Labour closes charity loophole](https://wealthwisereport.com/tax/families-face-inheritance-tax-hit-after-labour-closes-charity-loophole/): Grieving families face an unexpected inheritance tax hit on gifts left through charitable trusts after Labour closed a long-standing loophole.Gifts to charitable trusts in existing wills will no longer automatically receive inheritance tax relief – a benefit that previously reduced liabilities by 10pc – after a Labour tax raid.Gifts left to trustees to hold for
- [Fund worth £2m opens for Greater Manchester private hire taxi drivers to upgrade vehicles](https://wealthwisereport.com/fund/fund-worth-2m-opens-for-greater-manchester-private-hire-taxi-drivers-to-upgrade-vehicles/): A call on the Government to end 'out of area' licensing has been repeatedThe fund opens today(Image: South Wales Echo)A new £2m fund available to Greater Manchester private hire taxi drivers to upgrade their vehicles has opened, transport bosses confirmed on Tuesday.The scheme is for private hire drivers licensed in Greater Manchester only. Making the
- [CPP Investments and Brookfield launch $50 billion Maple Fund to pursue large-scale investments across Canada – Company Announcement](https://wealthwisereport.com/investments/cpp-investments-and-brookfield-launch-50-billion-maple-fund-to-pursue-large-scale-investments-across-canada-company-announcement/): TORONTO , Sept. 15, 2026 /CNW/ -- Canada Pension Plan Investment Board ("CPP Investments") and Brookfield Asset Management Ltd. ("Brookfield") today announced the launch of the Maple Fund, a joint cooperation framework to generate and execute up to C$50 billion in equity of large-scale investments in critical infrastructure and strategic industries across Canada.
- [Binance launches ETF Wealth Management on Binance Earn, bridging crypto and traditional finance](https://wealthwisereport.com/wealth-management/binance-launches-etf-wealth-management-on-binance-earn-bridging-crypto-and-traditional-finance/): Binance just made it possible to buy US Treasury ETFs from the same platform where people trade memecoins. The exchange launched ETF Wealth Management on September 15, a new feature within Binance Earn that gives eligible users access to 11 US-listed exchange-traded funds focused on income-generating strategies. What Binance is actually offering The initial ETF
- [Umang Papneja Appointed as CEO of Avendus Wealth Management, ETBFSI](https://wealthwisereport.com/wealth-management/umang-papneja-appointed-as-ceo-of-avendus-wealth-management-etbfsi/): Mumbai-based Avendus Wealth Management Private Limited announced on Tuesday that the advisory firm has appointed Umang Papneja as the Executive Vice Chairman and the CEO, responsible for leading the wealth business.Papneja, who will work on deepening the company’s proposition for founders, corporate and family offices has over two decades of experience across private banking ad
- [Carmignac launches unconstrained European equity fund](https://wealthwisereport.com/fund/carmignac-launches-unconstrained-european-equity-fund/): Paris-based asset manager Carmignac has launched an unconstrained European equity fund with a flexible approach to quality growth investing. The fund seeks to build a diversified portfolio by expanding the range of quality growth opportunities, focusing on companies with strong competitive positions, transformation potential and the ability to create long-term value, with the aim of
- [Scrap windfall tax on oil and gas firms early, North Sea industry urges | Energy industry](https://wealthwisereport.com/tax/scrap-windfall-tax-on-oil-and-gas-firms-early-north-sea-industry-urges-energy-industry/): The North Sea oil and gas industry has called on Labour to scrap the windfall tax on fossil fuel firms three years early, as Britain heads into a winter with energy bills expected to reach their highest level since Russia’s invasion of Ukraine.Offshore Energies UK (OEUK), the industry’s trade body, wants the tax replaced in
- [Peak3 launches the first global insurance AI-DLC, alongside its AI-native core system](https://wealthwisereport.com/insurance/peak3-launches-the-first-global-insurance-ai-dlc-alongside-its-ai-native-core-system/): Graphene Harness turns insurance software delivery into an AI production line. Graphene v4 gives agents a governed core to run and change the business.SINGAPORE, Sept. 15, 2026 /PRNewswire/ -- Peak3, a global provider of digital and AI-driven insurance software, today announced Graphene v4, the AI-native evolution of its insurance core platform, and Graphene Harness, an
- [Van insurance premiums fall after settled spring](https://wealthwisereport.com/insurance/van-insurance-premiums-fall-after-settled-spring/): Van insurance premiums fell 4.5% in the three months to August, according to Defaqto’s September 2026 Quarterly Van Insurance Price Index. It found that quoted prices are now 11% below the same period last year and 16% lower than April 2025. Monthly data revealed that prices were down 1.8% in June, 1.9% in July, and 0.9%
- [Wealth.com Brings Estate And Tax Planning Into Claude For Financial Advisors](https://wealthwisereport.com/wealth-management/wealth-com-brings-estate-and-tax-planning-into-claude-for-financial-advisors/): Wealth.com has become a launch partner for Claude for Financial Advisors, bringing estate and tax planning capabilities directly into Anthropic’s AI environment for wealth management professionals. The integration combines Claude’s conversational reasoning with Wealth.com’s estate planning and tax analysis engines, giving financial advisors a way to analyze client documents, explore planning questions and model tax
- [Pictet's Global Multi-Asset Fund Triples to $5B on China Inflows](https://wealthwisereport.com/fund/pictets-global-multi-asset-fund-triples-to-5b-on-china-inflows/): Pictet's Global Multi-Asset Fund Hits $5 Billion with Strong China Inflows Surge in Fund Growth Driven by Chinese Investors By Summer Zhen HONG KONG, Sept 15 (Reuters) - A global multi-asset fund managed by Swiss asset manager Pictet has seen its size tripling to more than $5 billion this year, helped by Chinese investors' rush
- [PolicyMe: Family Well-Being Leads Life Insurance Priorities for Canadians](https://wealthwisereport.com/insurance/policyme-family-well-being-leads-life-insurance-priorities-for-canadians/): Analysis found 42.0% of life insurance seekers mentioned family well-being, while a separate review found $500,000 was the most common coverage amount applied for and sold.TORONTO, Sept. 14, 2026 /PRNewswire/ -- Family well-being was mentioned in 42.0% of PolicyMe customer interactions involving Canadians aged 18 to 54 in 2025, compared with 19.7% mentioning mortgage obligations
- [Mental health - The Telegraph](https://wealthwisereport.com/wealth-management/mental-health-the-telegraph/): Hormonal changes, health issues, stress and poor sleep can wreak havoc on our bodies and libido, but there are ways to get back on track Kate Moyle 15 Sep 2026, 6:00am Source link
- [Ty J. Young Wealth Management Acquires Bethel Retirement Planning, Expanding Annuity Advisor Succession Platform](https://wealthwisereport.com/wealth-management/ty-j-young-wealth-management-acquires-bethel-retirement-planning-expanding-annuity-advisor-succession-platform/): Home News PR Newswire Ty J. Young Wealth Management Acquires Bethel Retirement Planning, Expanding Annuity Advisor Succession Platform Ty J. Young Wealth Management Acquires Bethel Retirement Planning, Expanding Annuity Advisor Succession Platform Ty J. Young Wealth Management Acquires Bethel Retirement Planning, Expanding Annuity Advisor Succession PlatformPR NewswireATLANTA, Sept. 14, 2026 ATLANTA, Sept. 14, 2026 /PRNewswire/
- [What property data APIs are changing about how investors find and evaluate real estate deals](https://wealthwisereport.com/property/what-property-data-apis-are-changing-about-how-investors-find-and-evaluate-real-estate-deals/): In the increasingly cutthroat world of real estate investing, both large and small firms are continually searching for ways to find potentially profitable deals before the competition. One answer, seemingly, has come in the form of property data APIs, or application programming interfaces.You may have heard of APIs if you listen to tech podcasts or
- [GCC Wealth Management Embraces Diversification and Growth](https://wealthwisereport.com/wealth-management/gcc-wealth-management-embraces-diversification-and-growth/): The world is creating more wealth than ever before but protecting and growing it has become increasingly challenging. To put this into perspective, BCG’s Global Wealth Report 2026 1 found that global financial wealth increased by 10.7% in 2025 to US$333 trillion, its highest rate of growth since 2021. The Gulf Cooperation Council (GCC) is
- [OpenAI urges UK lawmakers to rein in technology amid growing safety fears | AI (artificial intelligence)](https://wealthwisereport.com/technology/openai-urges-uk-lawmakers-to-rein-in-technology-amid-growing-safety-fears-ai-artificial-intelligence/): OpenAI has urged British lawmakers to capitalise on renewed fears over AI safety and impose legislation reining in the technology.The company behind ChatGPT said the UK government should act immediately, following a call by its arch-rival Anthropic to curb AI development.“We support stronger UK rules for the handful of companies, including OpenAI, developing the most
- [Interactive Brokers Expands Global Footprint: Is IBKR Stock a Buy?](https://wealthwisereport.com/stock-brokers/interactive-brokers-expands-global-footprint-is-ibkr-stock-a-buy/): Interactive Brokers Group IBKR continues to strengthen its position as one of the world's leading electronic brokerage platforms, backed by rapid account growth, expanding client assets and a widening international footprint. The company's technology-driven business model, broad product suite and ability to provide access to markets worldwide are helping it capitalize on increasing global participation
- [Vantara Partners With Tax Advisory Partnership](https://wealthwisereport.com/tax/vantara-partners-with-tax-advisory-partnership/): Vantara Relocation, Bermuda’s specialist relocation services provider, has entered into a new agreement with Tax Advisory Partnership to provide UK and US tax compliance and advisory services to clients relocating to or from Bermuda. A spokesperson said, “The agreement strengthens Vantara Relocation’s ability to provide clients with a comprehensive relocation experience by connecting them with
- [The Greater Manchester town with soaring house prices named one of UK's property hotspots](https://wealthwisereport.com/property/the-greater-manchester-town-with-soaring-house-prices-named-one-of-uks-property-hotspots/): The average cost of a home has surged by 24 per cent over the last yearPhoebe Jobling Property Writer, Cullen Willis and David Dubas-Fisher-MEN05:57, 14 Sep 2026It has been named amongst the UK's property hotspots(Image: Mark Waugh)A town in Greater Manchester has been named amongst the UK's latest property hotspots as house prices have soared
- ['Is Making Tax Digital coming for my rental income?'](https://wealthwisereport.com/tax/is-making-tax-digital-coming-for-my-rental-income/): I’m receiving some rental income as well as drawing pension income and am concerned that I may be caught by the new Making Tax Digital (MTD) rules. Please can you clarify what these are?A Which? Money memberGet expert help with your money questions'You're not earning enough to be affected – for now'Mike Croxford, Which? money expert,
- [Dan Arnold Is Back, This Time at an AI-Native Wealth Startup](https://wealthwisereport.com/wealth-management/dan-arnold-is-back-this-time-at-an-ai-native-wealth-startup/): Dan Arnold has returned to wealth management nearly two years after LPL Financial fired him as CEO, joining New York-based Stirlingshire Investments as executive chairman. The assignment puts the executive who helped turn LPL into an industry giant inside a much smaller firm preparing to launch an AI-native operating system and compete for the same
- [Bitwise research finds 67% of wealth managers lack crypto allocation](https://wealthwisereport.com/wealth-management/bitwise-research-finds-67-of-wealth-managers-lack-crypto-allocation/): Two out of three wealth managers still have zero crypto in their client portfolios. That’s the headline number from a Bitwise Asset Management audience poll conducted in September 2026, and it tells a story of an industry that talks a big game about digital assets but hasn’t quite followed through yet. The poll, presented by
- [AI staff 'genuinely frightened' for humanity's future, ex-Anthropic researcher tells BBC - BBC](https://wealthwisereport.com/technology/ai-staff-genuinely-frightened-for-humanitys-future-ex-anthropic-researcher-tells-bbc-bbc/): AI staff 'genuinely frightened' for humanity's future, ex-Anthropic researcher tells BBC BBCAnthropic boss Dario Amodei calls for AI development to slow down BBCElon Musk and Sam Altman back Anthropic’s call to slow AI race The TimesInside the Discussions at AI Companies Over a Superintelligence Doomsday nytimes.comTop AI leaders unite to warn the technology is advancing too fast The Washington PostAI’s
- [Lineker’s millionaire cabal asked to pay more tax – the Treasury is still waiting](https://wealthwisereport.com/tax/linekers-millionaire-cabal-asked-to-pay-more-tax-the-treasury-is-still-waiting/): In response to the letter, Ms Reynolds told Times Radio: “If people who are rich and earning well want to pay more, I would welcome that; as chief secretary to the Treasury I would be very pleased indeed.”She added: “There’s a link on gov.uk if they want to pay more taxes.”Kemi Badenoch, the Conservative leader,
- [abrdn Global Infrastructure Income Fund (ASGI) Announces Transferable Rights Offering Terms](https://wealthwisereport.com/fund/abrdn-global-infrastructure-income-fund-asgi-announces-transferable-rights-offering-terms/): PHILADELPHIA, Sept. 11, 2026 /PRNewswire/ -- abrdn Global Infrastructure Income Fund (NYSE: ASGI) (the "Fund") today announced that its Board of Trustees has approved the terms of the issuance of transferable rights ("Rights") to the Fund's common shareholders, allowing the holders of Rights to subscribe for new common shares of beneficial interest, par value $0.001
- [Zuno Launches Car Insurance To Protect Your Car From E20 Petrol Damage](https://wealthwisereport.com/insurance/zuno-launches-car-insurance-to-protect-your-car-from-e20-petrol-damage/): Zuno General Insurance has launched a new motor-insurance add-on called Fuel Guard, designed to cover specified engine and fuel-system damage linked to blended fuels such as E20.That sounds particularly relevant at a time when E20 petrol has become widespread and owners continue to debate its effect on mileage, performance and older vehicles.But Fuel Guard is
- [What Contractors Should Know About OCIPs](https://wealthwisereport.com/insurance/what-contractors-should-know-about-ocips/): Owner Controlled Insurance Programs, commonly called OCIPs, show up on more large construction projects every year. For contractors who haven't worked under one before, the structure can catch them off guard at bid time. Understanding what construction companies should know about owner-controlled insurance programs before you sign a contract saves you from bid mistakes, coverage
- [HMRC tax bill error: have you been overcharged?](https://wealthwisereport.com/tax/hmrc-tax-bill-error-have-you-been-overcharged/): More than 100,000 taxpayers are having their tax calculations from the 2025-26 tax year reviewed due to a flaw in HMRC’s system. The tax office will manually review 107,000 of its own calculations following a longstanding software problem in its IT infrastructure that sometimes incorrectly allocates savings and income allowances. This misallocation means some taxpayers may
- [BlackRock Private Credit Fund Sees Lower Redemption Requests in Q3](https://wealthwisereport.com/fund/blackrock-private-credit-fund-sees-lower-redemption-requests-in-q3/): BlackRock Private Credit Fund Redemptions Ease, Industry Pressure Drops Redemption Trends and Market Impacts in Private Credit Funds BlackRock's Flagship Fund Shows Signs of Recovery Sept 11 (Reuters) - Asset manager BlackRock's flagship private credit fund received fewer withdrawal requests in the third quarter than in the previous period, offering an early sign that redemption
- [People Are Letting AI Agents Manage Their Stock Portfolios Now](https://wealthwisereport.com/investments/people-are-letting-ai-agents-manage-their-stock-portfolios-now/): Need help managing your investments? Try Alex, Sarah and Elena, some of Wall Street’s hottest new analysts. There’s just one catch: they’re Claude AI agents. In a recent Wall Street Journal story, multiple people shared their tales of how AI agents are transforming the way their investments are performing in the stock market. One of
- [UK chancellor urged to remove ‘hidden taxes’ from energy bills | Energy bills](https://wealthwisereport.com/energy/uk-chancellor-urged-to-remove-hidden-taxes-from-energy-bills-energy-bills/): More than 120 organisations including big businesses and charities have called for the removal of “hidden taxes” added to energy bills to help reduce costs for consumers and prevent businesses closing.In a letter to the chancellor the signatories – including Energy UK, business trade body the CBI, End Fuel Poverty and Age UK – called
- [Martin Lewis warns of 'hidden tax trap' for anyone with kids - 'know how it works'](https://wealthwisereport.com/tax/martin-lewis-warns-of-hidden-tax-trap-for-anyone-with-kids-know-how-it-works/): In the episode, Martin Lewis offers a "complete guide" to saving and investing for children12:29, 11 Sep 2026Updated 12:56, 11 Sep 2026Martin Lewis has issued a "warning for parents"(Image: ITV)Martin Lewis has issued a warning to people with kids as he raises the alarm about a "hidden tax trap". The MoneySavingExpert founder explained all in
- [Savvy Wealth Raises $100 Million Series C As AUM Reaches $9 Billion And ARR Nears $100 Million](https://wealthwisereport.com/wealth-management/savvy-wealth-raises-100-million-series-c-as-aum-reaches-9-billion-and-arr-nears-100-million/): Savvy Wealth has raised an oversubscribed $100 million Series C, bringing total funding for the AI-native registered investment advisor to more than $200 million as it scales a platform supporting independent financial advisors. The round was led by Halo Fund, the growth-stage venture firm co-founded by Qualtrics founder and Utah Jazz owner Ryan Smith and
- [Buying insurance online? 5 digital frauds that can put your money at risk | Personal Finance](https://wealthwisereport.com/insurance/buying-insurance-online-5-digital-frauds-that-can-put-your-money-at-risk-personal-finance/): Buying and managing a life insurance policy is easy. Customers can purchase policies, pay premiums, update details and initiate service requests through their phones. But the same digital convenience is also giving fraudsters more ways to approach policyholders. They use fake calls, messages, websites and payment links to make their pitches appear genuine. In many cases,
- [Net zero grid upgrades to add billions to energy bills](https://wealthwisereport.com/energy/net-zero-grid-upgrades-to-add-billions-to-energy-bills/): The NAO said: “The Department of Energy Security and Net Zero has allowed renewable electricity generation to expand faster than the grid, which has led to increased constraint costs.“Successive governments’ ‘connect and manage’ approach has allowed new generation projects to connect before the network was ready.”This failure means wind operators can claim compensation when they
- [Revoked Insurance Licences Trigger Claims, Premium Concerns](https://wealthwisereport.com/insurance/revoked-insurance-licences-trigger-claims-premium-concerns/): The recent revocation of licences for six insurance companies by the National Insurance Commission (NAICOM) has raised significant concerns among thousands of insurance policyholders, with many expressing anxieties over the implications for their claims and the status of their premium contributions. The revocation followed an industry-wide recapitalisation exercise mandated by NIIRA 2025, which successfully attracted
- [$15m fund launched to create ‘unstoppable momentum’ to end FGM worldwide | Women's rights and gender equality](https://wealthwisereport.com/fund/15m-fund-launched-to-create-unstoppable-momentum-to-end-fgm-worldwide-womens-rights-and-gender-equality/): Frontline activists and leaders in the fight against female genital mutilation, which has affected more than 230 million women and girls worldwide, have welcomed an unprecedented $15.5m (£11.4m) fund aimed at creating “unstoppable momentum” to finally end the practice.The launch of the fund comes as women’s rights are increasingly under attack and donor funding is
- [Property Insurance: Coverage Explained for Homeowners and Renters](https://wealthwisereport.com/property/property-insurance-coverage-explained-for-homeowners-and-renters/): Key Takeaways Property insurance covers personal belongings and liability for homeowners and renters.Policies include homeowners, renters, flood, and earthquake insurance.Coverage types are replacement cost, actual cash value, and extended replacement cost.Mortgage lenders often require property insurance.Excludes damage from events like earthquakes and acts of war. What Is Property Insurance? Property insurance is a broad term
- [Health Minister apologises for 'deeply concerning' failings in care by neurologist Michael Watt | UTV](https://wealthwisereport.com/wealth-management/health-minister-apologises-for-deeply-concerning-failings-in-care-by-neurologist-michael-watt-utv/): New Health Minister Robbie Butler said a final report into rogue neurologist Michael Watt revealing the impact on his patients and their families was "deeply concerning".The Regulation and Quality Improvement Authority review was prompted over the clinical practice of the former consultant neurologist - who has since been struck off.The report revealed poor diagnostic practice,
- [Cheapest Life Insurance Companies of September 2026](https://wealthwisereport.com/insurance/cheapest-life-insurance-companies-of-september-2026/): If you're shopping for life insurance, it's important to strike a balance between affordability and coverage. Because coverage is limited to a certain time frame, term life insurance is typically the cheapest option. A healthy 40-year-old male buying a 20-year, $500,000 term life policy will pay an average of $37 a month, according to insurance
- [Starlight Investments closes £680m UK BTR fund](https://wealthwisereport.com/investments/starlight-investments-closes-680m-uk-btr-fund/): Real estate investment and management firm Starlight Investments has closed its Starlight UK Build-To-Rent (BTR) Fund II, with total capital commitments of £680m. The fund, which also raised capital through ancillary investment vehicles, will be used to support the acquisition and delivery of more than 6,000 BTR homes across the UK. Fund II is partially
- [RDI fund's second-level fund managers being appointed: Jitendra Singh | Industry News](https://wealthwisereport.com/fund/rdi-funds-second-level-fund-managers-being-appointed-jitendra-singh-industry-news/): The government is in the process of appointing second-level fund managers as part of the ₹1 lakh crore research, development and innovation (RDI) fund, said Jitendra Singh, Union Minister of State (Independent Charge) for Science and Technology. While responding to a question from Business Standard, the minister said, “The second-level fund managers are also in the
- [Insurance Canopy Expands Small Business Coverage With Florist and Plumbing Insurance Programs](https://wealthwisereport.com/insurance/insurance-canopy-expands-small-business-coverage-with-florist-and-plumbing-insurance-programs/): New Offerings Help More Small Business Owners Access Same-day Coverage and Instant Certificates of Insurance Through Insurance Canopy's Online Platform PLEASANT GROVE, UTAH - September 10, 2026 (NEWMEDIAWIRE) - Insurance Canopy, a national leader in small business and vendor insurance solutions, today announced the launch of insurance programs for florists and plumbing contractors. The launch
- [GFF 2026: Fintech industry should step up investments to counter risks from emerging tech, says FATF vice-president](https://wealthwisereport.com/investments/gff-2026-fintech-industry-should-step-up-investments-to-counter-risks-from-emerging-tech-says-fatf-vice-president/): Mumbai: Financial Action Task Force (FATF) vice-president Vivek Aggarwal on Thursday asked the fintech industry to step up their investments to counter emerging threats from AI, scam compounds and other technologies and said these challenges are a major risk to India's growth story.Aggarwal said emerging technologies are a major challenge, along with virtual digital assets
- [OnePoint BFG, Modern Wealth expand Florida presence](https://wealthwisereport.com/wealth-management/onepoint-bfg-modern-wealth-expand-florida-presence/): OnePoint BFG has added a $400 million team from Northwestern Mutual while Modern Wealth scooped a veteran-led LPL team overseeing nearly $710 million in assets. OnePoint BFG Wealth Partners and Modern Wealth Management have extended their respective Southeast footprints this week, adding experienced teams from Northwestern Mutual and LPL in what's figuratively and literally one
- [Why Veterinary Care Costs Are Rising and How Pet Insurance Helps?](https://wealthwisereport.com/insurance/why-veterinary-care-costs-are-rising-and-how-pet-insurance-helps/): Caring for a pet involves more than food, grooming and regular check-ups. Pets can also need veterinary treatment for illnesses, injuries, surgeries or hospitalisation. As treatment options become more varied, veterinary expenses can become a concern for pet owners, particularly when medical care is needed unexpectedly. Pet insurance can help manage eligible veterinary expenses, depending
- [Luminary Raises $22M to Scale AI Wealth Platform](https://wealthwisereport.com/wealth-management/luminary-raises-22m-to-scale-ai-wealth-platform/): Luminary, an artificial intelligence-native wealth transfer and administration platform, which launched in 2021, has raised $22 million in Series A funding led by Ten Coves Capital, bringing the company's total funding to nearly $32 million.The round included participation from BNY and 8VC, which led Luminary's $9.5 million seed round in 2023, alongside previous investors Fin
- [Ministers face backlash from hospitality industry over ‘tourist tax’ plans | Travel & leisure](https://wealthwisereport.com/tax/ministers-face-backlash-from-hospitality-industry-over-tourist-tax-plans-travel-leisure/): Ministers are facing a backlash from the hospitality industry after they announced mayors in England would be given sweeping powers to levy taxes on holiday accommodation such as hotels and Airbnbs.The plan, presented on Thursday by Angela Rayner, the local government secretary, will allow mayors to impose a “tourist tax” without a cap on how
- [12,000 parents to turn down pay rises to avoid £100k tax trap](https://wealthwisereport.com/tax/12000-parents-to-turn-down-pay-rises-to-avoid-100k-tax-trap/): The average cost of a full-time nursery place for a child under two dropped from £305 a week to £149 between 2024 and 2026, according to a survey by Coram, because of the rollout of more free childcare from 2024. But for parents that are not eligible, the cost was £372 a week.The authors of
- [Labour’s ‘mansion tax’ at risk of delay over civil servants’ work-from-home row](https://wealthwisereport.com/tax/labours-mansion-tax-at-risk-of-delay-over-civil-servants-work-from-home-row/): Kim Hendry, of the PCS, told The Telegraph: “The proposed increase to four days a week in the office, with fewer than four working days’ notice, would have placed unnecessary and unfair pressure on our members.”She added that the union would “consider all the tools” including industrial action.The Conservatives argued Labour’s row with the unions
- [Zamanat targets GCC’s $250bln SME financing gap with up to $100mln tokenized private credit fund](https://wealthwisereport.com/fund/zamanat-targets-gccs-250bln-sme-financing-gap-with-up-to-100mln-tokenized-private-credit-fund/): DUBAI, UAE: Zamanat today announced its sponsorship of Zamanat Fund CEIC Limited (the “Fund”), a DIFC-domiciled tokenized private credit fund with a target size of up to USD 100 million. The Fund targets the GCC’s estimated $250 billion SME financing gap, with only 11 percent of SMEs across the region having access to credit.Closing a $250 billion
- [Farmers targeted by growing wave of insurance scams](https://wealthwisereport.com/insurance/farmers-targeted-by-growing-wave-of-insurance-scams/): Cases of identity theft linked to insurance fraud have nearly doubled in two years, prompting a warning to farmers and rural businesses over increasingly sophisticated scams.NFU Mutual and the Insurance Fraud Bureau are urging countryside communities to be alert to account takeovers, false insurance claims, equipment scams and identity fraud during Rural Crime Action Week.Rural
- [Proactive drivers can cut car insurance policies by £300](https://wealthwisereport.com/insurance/proactive-drivers-can-cut-car-insurance-policies-by-300/): Drivers can save up to £300 on their car insurance policies by shopping around a month before their existing policy expires.According to research carried out by MoneySuperMarket, motorists save an average of £300 when they look for new policies between 21 and 28 days before their existing cover runs out.However, its survey found that 41%
- [Wealth Management Celebrates 2026 Industry Awards](https://wealthwisereport.com/wealth-management/wealth-management-celebrates-2026-industry-awards/): Wealth Management honored the winners of the 12th annual 2026 Wealth Management Industry Awards during a black-tie awards ceremony at Cipriani 42nd Street in New York City on Thursday.This year’s awards set a new record with 1,392 nominations from 508 unique companies, up from 1,210 in 2025 and nearly four times the 350 nominations submitted
- [Largest Technology Companies by Revenue in 2026](https://wealthwisereport.com/technology/largest-technology-companies-by-revenue-in-2026/): 1. Which is the largest technology company by revenue in 2026?Amazon ranks first, with $742.77 billion in trailing-12-month (TTM) revenue.2. Which technology companies have more than $400 billion in TTM revenue?Amazon, Apple, and Alphabet all exceed $400 billion in TTM revenue.3. Why has NVIDIA’s revenue grown so rapidly?NVIDIA has benefited from exceptional demand for AI-focused
- [Savvy Wealth Raises $100M for AI Wealth Platform](https://wealthwisereport.com/wealth-management/savvy-wealth-raises-100m-for-ai-wealth-platform/): Savvy Wealth Raises Major Series C FundingSavvy Wealth has raised $100 million in Series C funding. The AI-native registered investment adviser is focused on independent financial advisors. Halo Fund led the oversubscribed round. The investment firm was co-founded by Qualtrics founder Ryan Smith and Accel partner Ryan Sweeney.Existing investors also participated in the financing. They
- [New car insurance warning to students driving to college or university](https://wealthwisereport.com/insurance/new-car-insurance-warning-to-students-driving-to-college-or-university/): Changes to where a car is kept and how it is used could affect a young driver's insurance cover.Changes to where a car is kept and how it is used could affect a young driver's insurance cover.(Image: Getty Images )Young drivers taking a car to college or university this month are being urged to check
- [Dr Zoe health warning as some people taking social media bed trend 'too far'](https://wealthwisereport.com/wealth-management/dr-zoe-health-warning-as-some-people-taking-social-media-bed-trend-too-far/): People are being warned that they may be doing more harm than good and 'obsessing' too much11:44, 09 Sep 2026Updated 11:59, 09 Sep 2026Dr Zoe says 'sleepmaxxing' is likely making you feel worse(Image: itv)A health warning has been issued by Dr Zoe about a social media trend she says people are taking "too far". The
- [EcoFlow Sweeps IFA 2026 with Awards Across Its Full Energy Range](https://wealthwisereport.com/energy/ecoflow-sweeps-ifa-2026-with-awards-across-its-full-energy-range/): STREAM, PowerRock 4000 and RIVER Gen4 recognised by leading European and international technology publications.BERLIN, Sept. 9, 2026 /PRNewswire/ -- EcoFlow, global pioneer in eco-friendly energy solutions, is celebrating nine industry accolades at IFA 2026 in Berlin, with its latest energy solutions recognised by leading European consumer technology publications across portable power solutions and residential smart
- [Scottish wealth management firm acquired by famous name in ‘transformative’ deal](https://wealthwisereport.com/wealth-management/scottish-wealth-management-firm-acquired-by-famous-name-in-transformative-deal/): “This is a transformative deal for Shackleton in Scotland, a country with which our namesake, Sir Ernest Shackleton, had important connections” – Paul FeeneyShackleton Advisers is buying Scottish financial adviser Aberdein Considine Wealth, which trades as AC Wealth, in a “transformative” deal.The deal - on undisclosed terms - will add some £800 million of assets
- [AI assistant Robin gives wealth firms plain-English workflow control](https://wealthwisereport.com/wealth-management/ai-assistant-robin-gives-wealth-firms-plain-english-workflow-control/): Feathery's Robin builds compliant operational workflows from plain-language instructions with no coding or IT teams required. A San Francisco fintech company is betting that wealth management firms want more than AI-generated insights - they want AI that can actually run the operation. Feathery has unveiled Robin, an AI operations assistant designed to let insurance, wealth
- [Trump shifts Defense Production Act energy authority to Interior and Energy departments](https://wealthwisereport.com/energy/trump-shifts-defense-production-act-energy-authority-to-interior-and-energy-departments/): President Donald Trump has amended federal emergency-preparedness rules to let both the Interior and Energy departments independently use certain Defense Production Act authorities involving energy.The executive order changes delegations first established in a 2012 national defense resources preparedness order and revised earlier in 2026. Under the amendment, the secretaries of Interior and Energy may each
- [Ribera says EU data centers should build their own clean energy supply – POLITICO](https://wealthwisereport.com/energy/ribera-says-eu-data-centers-should-build-their-own-clean-energy-supply-politico/): Governments have three choices, Ribera said: Do nothing, and risk rising economic and societal conflict as “prices are getting higher and higher” due to increasing demand; impose a moratorium on data center construction, as seen in some parts of the United States; or make operators provide their own energy. Tech majors, she argued, can afford
- [Aberdein Considine sells AC Wealth management business](https://wealthwisereport.com/wealth-management/aberdein-considine-sells-ac-wealth-management-business/): AC Wealth was formally separated from Aberdein Considine LLP last year, becoming an independent company while maintaining close links with the Aberdeen-headquartered legal and property group. At the time, Aberdein Considine retained a majority interest in the business and said the move would support future growth. Read more: The acquisition will bring approximately £800 million
- [Half a million savers face a tax bill over £2,000 — how to pay less](https://wealthwisereport.com/tax/half-a-million-savers-face-a-tax-bill-over-2000-how-to-pay-less/): The number of savers facing a tax bill of over £2,000 has quadrupled in four years, with more than half a million expected to owe HMRC in 2026-27.More than 100,000 could be hit with bills exceeding £10,000, according to tax office figures obtained by Paragon Bank. That's up from just 28,000 in 2022-23.So why are
- [How a 60-Year-Old Collects $2,700 a Month From a Single Fund: SCHD](https://wealthwisereport.com/fund/how-a-60-year-old-collects-2700-a-month-from-a-single-fund-schd/): Collecting a fixed monthly income from a single ETF sounds simple until you look at what the quarterly payment calendar actually does to a budget, and what a rising share price quietly does to your yield.This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through
- [Justin Onuekwusi appointed CEO, investments of St. James’s Place](https://wealthwisereport.com/investments/justin-onuekwusi-appointed-ceo-investments-of-st-jamess-place/): St. James’s Place’s Justin Onuekwusi has been appointed CEO, investments, at the firm. Onuekwusi, who joined SJP in 2023 as its CIO, has been covering the role since January, while Tom Beale was on compassionate leave. Now that Beale has decided to move on, Onuekwusi has adopted the role on a permanent basis. In his
- [7 things to do now to get your home ready for winter ahead of energy bill hike](https://wealthwisereport.com/energy/7-things-to-do-now-to-get-your-home-ready-for-winter-ahead-of-energy-bill-hike/): Energy bills may be rising this winter, but you can still save money and get your home in the best place for the cold months aheadEnergy bills are rising again this winter(Image: Getty)Energy bills are set to rise to their highest level in three years for millions of households this winter.The Ofgem price cap is
- [‘Tipping point’: Why are people giving up their health insurance? – The Irish Times](https://wealthwisereport.com/insurance/tipping-point-why-are-people-giving-up-their-health-insurance-the-irish-times/): The news that the number of people paying for private health insurance has fallen for the first time in more than six years could indicate an affordability “tipping point” has been reached, a leading analyst in the field suggests. New figures from the Health Insurance Authority (HIA) point to a decrease of 1,663 people insured
- [New tax warning to people with money in a savings account](https://wealthwisereport.com/tax/new-tax-warning-to-people-with-money-in-a-savings-account/): The tax rates applied to savings income will increase by two percentage points from April 2027.12:15, 08 Sep 2026Updated 12:16, 08 Sep 2026The tax rates applied to savings income will increase by two percentage points from April 2027.(Image: Getty )Savers are being urged to prepare for changes next year that will increase the amount of
- [IG Wealth Management Appoints Goldman Sachs to Manage Core Retail Suite](https://wealthwisereport.com/wealth-management/ig-wealth-management-appoints-goldman-sachs-to-manage-core-retail-suite/): By Adriano Marchese IGM Financial's IG Wealth Management is handing over portfolio management responsibilities for its flagship retail fund to Goldman Sachs Asset Management. As part of the agreement, Goldman Sachs Asset Management will assume portfolio management responsibilities for the IG Strategic Wealth Portfolios, made up of five portfolios from the suite formerly known as
- [Govt working to strengthen energy security: Titumir](https://wealthwisereport.com/energy/govt-working-to-strengthen-energy-security-titumir/): Finance Adviser Rashed Al Mahmud Titumir said the government is pursuing new infrastructure and offshore exploration to strengthen Bangladesh's energy security. BSS 08 September, 2026, 09:10 pm Last modified: 08 September, 2026, 09:16 pm Rashed Al Mahmud Titumir. Sketch: TBS"> Rashed Al Mahmud Titumir. Sketch: TBS Prime Minister's Adviser on Finance and Planning Prof Dr
- [Howden Re Launches Novark Insurance Platform](https://wealthwisereport.com/insurance/howden-re-launches-novark-insurance-platform/): Howden Re, the global reinsurance, capital markets and strategic advisory arm of Howden, announced the launch of Novark, a new insurance management and securities administration platform designed to make insurance risk more accessible to capital. A spokesperson said, “Novark is the first platform to enable near real-time data updates on insurance investments, offering investors greater
- [Kotak MF launches new multi-sector fund with active, passive exposure](https://wealthwisereport.com/fund/kotak-mf-launches-new-multi-sector-fund-with-active-passive-exposure/): Kotak Mahindra Asset Management Company has launched the Kotak Multi Sector Omni Fund of Fund, an open-ended fund of funds scheme that will invest in equity-oriented active and passive mutual fund schemes focused on different sectors.The New Fund Offer (NFO) opened on September 8 and will close on September 22.The scheme will allocate across sector-based
- [How gut health changes after 50 (and what to do about it)](https://wealthwisereport.com/wealth-management/how-gut-health-changes-after-50-and-what-to-do-about-it/): Our series The Expert View brings you specialist health advice from professionals. In this article, we hear from Dr Emily Leeming, a gut microbiome scientist and dietitian at King’s College London, and author of Fibre Power.Of all our organs, the gut deserves more credit than it gets. Unlike our hearts and lungs, where regeneration is
- [Energy tax credits provide value now...and later](https://wealthwisereport.com/energy/energy-tax-credits-provide-value-now-and-later/): Energy projects may qualify for federal tax incentives and still create very different financial outcomes. One credit may reduce the effective cost of an investment. Another may generate value over years of production. Some are tied to components sold, while others depend on emissions performance, production levels, or carbon captured. For CFOs evaluating energy, manufacturing,
- [Bloom Energy Surges 8% as S&P 500 Swaps It In for Trade Desk; TTD Stock Slips 2%](https://wealthwisereport.com/energy/bloom-energy-surges-8-as-s-ttd-stock-slips-2/): A quarterly index reshuffle just handed one fuel cell maker a flood of forced buying while simultaneously punishing a former Wall Street darling with an unusually steep demotion, and the two moves are opposite sides of the same mechanical trade. S&P Dow Jones Indices is adding Bloom Energy (NYSE:BE) to the S&P 500 before the
- [Next Opportunity in Central Asian Wealth Management: Singapore-AIFC Corridor](https://wealthwisereport.com/wealth-management/next-opportunity-in-central-asian-wealth-management-singapore-aifc-corridor/): For much of the past three decades, the international wealth-management conversation has centred on a relatively small number of financial centres: Switzerland, Singapore, Hong Kong, London and until Donald Trump’s special military operation against Iran, Dubai. Central Asia has rarely featured prominently in that discussion. That may be beginning to change. Rainer Michael Preiss. Kazakhstan’s
- [£80m fund extension announced by PXN Ventures and British Business Bank’s NPIF II](https://wealthwisereport.com/fund/80m-fund-extension-announced-by-pxn-ventures-and-british-business-banks-npif-ii/): X Register for free to receive latest news stories direct to your inbox Register PXN Ventures and the British Business Bank have announced an £80m extension to NPIF II – PXN Equity Finance, taking the fund’s total size from £100m to £180m. The extension will allow PXN to invest in more of the North West’s
- [Podcast: Wealthspire CEO on Building an Integrated Wealth Platfor](https://wealthwisereport.com/wealth-management/podcast-wealthspire-ceo-on-building-an-integrated-wealth-platfor/): In this episode of the RIA Edge Podcast, host David Armstrong speaks with Mike LaMena, CEO of Wealthspire, about how the firm is bringing together private wealth, institutional advisory, retirement services and family office capabilities as it continues to grow.Mike shares how Wealthspire structures advisor teams around deeper client relationships, uses a “cross-solving” approach to
- [Sugar fund faces loan pressure – FBC News](https://wealthwisereport.com/fund/sugar-fund-faces-loan-pressure-fbc-news/): [Photo: File] The Sugar Cane Growers Fund cannot currently lend directly to farmer cooperatives because of legal restrictions. The Economic Affairs Standing Committee is urging the Fund to pursue an immediate amendment rather than wait years for the broader review of the legislation. The issue came to a head during scrutiny of the Sugar Cane
- [Why Preventive Health Check-Ups Matter In Family Insurance Plans](https://wealthwisereport.com/insurance/why-preventive-health-check-ups-matter-in-family-insurance-plans/): Healthcare is no longer limited to seeking treatment after an illness occurs. Increasingly, families are recognising the value of preventive care in maintaining long-term well-being. Regular health assessments can help individuals stay informed about their health status and identify potential concerns before they become more serious. When evaluating health insurance for family, preventive health check-up
- [Beyond chatbots: How AI is being used in personal financial management](https://wealthwisereport.com/wealth-management/beyond-chatbots-how-ai-is-being-used-in-personal-financial-management/): ARTIFICIAL intelligence has quickly become one of the most talked-about technologies of the decade. While much of public conversation centered on AI-generated images, viral social media content, and workplace automation, another application is quietly gaining traction: personal financial management. For individuals and households, managing money has traditionally required discipline, spreadsheets, and hours of
- [GAP insurance](https://wealthwisereport.com/insurance/gap-insurance/): In the event of your vehicle being declared a total loss, your standard insurance will typically only pay its current market value at the time of claim. Due to depreciation, this amount is often lower than what you originally paid or what you still owe on a finance or lease agreement. GAP insurance from MotorEasy
- [CardinalStone, Cordros, First Securities, 7 peers dominate N7.29trn stock trading in 8 months](https://wealthwisereport.com/stock-brokers/cardinalstone-cordros-first-securities-7-peers-dominate-n7-29trn-stock-trading-in-8-months/)
- [Cardiff man hit with 'death tax' after inheriting mother's home](https://wealthwisereport.com/tax/cardiff-man-hit-with-death-tax-after-inheriting-mothers-home/): A bereaved man says he has been hit with a "death tax" after inheriting his mother's home.Phil Bond, 68, lost his mother, Eunice, 91, in May and inherited her house in Cardiff, alongside his brother.Soon after her death, they received a council tax bill that included a charge for "premium furnished and no-one resident", doubling
- [Hoymiles Launches 22 kW V2X DC Charger to Complete Its Integrated Home Energy Ecosystem](https://wealthwisereport.com/energy/hoymiles-launches-22-kw-v2x-dc-charger-to-complete-its-integrated-home-energy-ecosystem/): HANGZHOU, China, Sept. 7, 2026 /PRNewswire/ -- Hoymiles has launched the V2X DC Charger that works seamlessly with the HiOne All-in-One BESS, extending its home energy ecosystem into electric mobility. This allows solar, battery storage, EVs and the grid to work as one integrated energy system, giving homeowners greater control over how they generate, store and
- [LG Energy Solution develops technology to boost LMR battery life](https://wealthwisereport.com/energy/lg-energy-solution-develops-technology-to-boost-lmr-battery-life/): LG Energy Solution and Seoul National University have developed a technology to suppress gas generation and improve cycle life in lithium manganese-rich batteries.The company said Monday that it achieved the results through a joint study with a research team led by Seoul National University professor Lim Jong-woo. The findings were published in Nature Communications.LMR is
- [Cipheras Group - Apex AI Fund Deploys 290-Billion-Parameter Proprietary Large Language Model | Currency News | Financial and Business News](https://wealthwisereport.com/fund/cipheras-group-apex-ai-fund-deploys-290-billion-parameter-proprietary-large-language-model-currency-news-financial-and-business-news/): New York, NY, September 7th, 2026, FinanceWirePrivate AI equity fund becomes one of the first investment vehicles in the world to integrate a purpose-built LLM into the daily management of a live equity portfolioCipheras Group, the investment manager of Apex AI Fund, today announced the full deployment of its proprietary large language model, Apex LLM
- [Insurance Claims Lose the Paper Chase as AI Gets to Work](https://wealthwisereport.com/insurance/insurance-claims-lose-the-paper-chase-as-ai-gets-to-work/): Insurance claims have always been document-heavy, time-sensitive, and prone to fraud. A single corporate loss event can produce thousands of pages of notices, reports, and correspondence that a claims handler must evaluate quickly. The volume keeps growing. Artificial intelligence agents are beginning to take on the work. The shift is happening inside the world’s largest
- [UK house prices fall for first time since 2023, led by London and south-east | House prices](https://wealthwisereport.com/property/uk-house-prices-fall-for-first-time-since-2023-led-by-london-and-south-east-house-prices/): UK house prices have fallen for the first time in almost three years, as prospective buyers were squeezed by higher mortgage rates, geopolitical uncertainty and stretched affordability.Prices have dropped by 0.4% compared with a year ago, the first year-on-year decrease since November 2023, according to the lender Lloyds. That came in below expectations of a
- [Small Money Habits, Big Wealth Impact: 4 Lessons For Your Financial Journey](https://wealthwisereport.com/wealth-management/small-money-habits-big-wealth-impact-4-lessons-for-your-financial-journey/): Show Quick Read Key points generated by AI, verified by newsroom Consistent investing through SIPs beats trying to time markets. Manage credit responsibly and protect wealth from inflation wisely. Build an emergency fund covering six months of essential expenses. By Abirami Mathur Subramanian Every financial decision you make delivers immediate feedback, acting as an active
- [British Business Bank to unveil new £150m Northern scale-up fund](https://wealthwisereport.com/fund/british-business-bank-to-unveil-new-150m-northern-scale-up-fund/): X Register for free to receive latest news stories direct to your inbox Register Today (September 7), the British Business Bank revealed plans to commit up to £150m capital to support a fund aimed at high-growth businesses across the North of England. The proposed Northern scale-up fund will provide larger scale investment to innovative scale-up
- [Public consultation on plans for state-owned Welsh national energy company](https://wealthwisereport.com/energy/public-consultation-on-plans-for-state-owned-welsh-national-energy-company/): The aim is to reduce energy costs for consumersAdam Price(Image: Senedd Cymru)A public consultation has been launched by the Welsh Government over its plans for a new national energy company.The publicly-owned company would aim to increase Welsh ownership of energy projects and help communities, businesses and public services make better use of energy produced in
- [Multiple senior UBS Wealth directors jump to rival wealth manager](https://wealthwisereport.com/wealth-management/multiple-senior-ubs-wealth-directors-jump-to-rival-wealth-manager/): Five senior investment specialists at UBS Wealth Management have jumped ship to join rival firm LGT Wealth Management in Sydney. Michael Marr, Sean Carroll, Seamus Quick, Stephen Cabot and Patrick Armitage all join from UBS Wealth Management (UBS), each bringing more than two decades of experience across private banking and wealth management. All will join
- [Ukraine’s Experience in Insurance Supervision](https://wealthwisereport.com/insurance/ukraines-experience-in-insurance-supervision/): Ukraine’s European integration has been accompanied by a profound transformation of its financial sector. One of the key areas of reform has been the introduction of risk-based insurance supervision and modern standards of financial regulation. Zhanna Dryha, doctor of Economic Sciences and professor in the Department of Law, Public Management and Administration at Zhytomyr Polytechnic,
- ['Freezing council tax in Shropshire was the right thing to do'](https://wealthwisereport.com/tax/freezing-council-tax-in-shropshire-was-the-right-thing-to-do/): A former council leader has spoken out to defend his administration's decision to freeze council tax "during a time of austerity".An independent report into Shropshire Council's dire financial situation claimed the legacy impact of historic council tax freezes was one of the reasons why the authority was struggling to balance its books.The council did not
- [SBI Medium to Long Term Fund Regular Growth | Mutual Fund Performance](https://wealthwisereport.com/fund/sbi-medium-to-long-term-fund-regular-growth-mutual-fund-performance/): About FundTo provide investors an opportunity to generate regular income through investments in debt and money market instruments such that the Macaulay duration of the portfolio is between 4 years and 7 years. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn’t assure or
- [Bumper-to-Bumper Car Insurance: Complete Guide to Full Coverage Protection](https://wealthwisereport.com/insurance/bumper-to-bumper-car-insurance-complete-guide-to-full-coverage-protection/): Vehicle repair costs have increased significantly with the growing use of advanced materials, electronic systems and specialised components in modern automobiles. As a result, many vehicle owners seek insurance solutions that provide broader financial protection during claim settlements. Therefore, bumper-to-bumper car insurance has emerged as a popular option because it helps reduce depreciation-related deductions on
- [Expensive energy, not Brexit, explains why Britain is stagnating](https://wealthwisereport.com/energy/expensive-energy-not-brexit-explains-why-britain-is-stagnating/): Rather than address the underlying reasons why energy is so expensive, the Government has gone for short-term fixes – such as the recent cut in VAT. Another round of support for more vulnerable households looks inevitable.But remember that someone still has to pick up the bill. This is most likely to be other energy customers
- [Maria Ressa: Journalists must build, own technology to protect information integrity](https://wealthwisereport.com/technology/maria-ressa-journalists-must-build-own-technology-to-protect-information-integrity/): Nobel Peace Prize laureate Maria Ressa says journalists must have a say in the systems that increasingly determine how news is distributed Nobel Peace Prize laureate Maria Ressa urged journalists to take control of the technology that increasingly determines how news reaches the public in the face of artificial intelligence. “The only way you have
- [Martin Lewis explains two-word term over who qualifies for extra tax allowance](https://wealthwisereport.com/tax/martin-lewis-explains-two-word-term-over-who-qualifies-for-extra-tax-allowance/): You could save a lot of tax if you make the most of the allowances that applyMartin Lewis has explained some tax rules(Image: ITV)Martin Lewis has explained the fine details of how a key tax-free allowance works. There is a particular two-word term you may want to read up on.The financial expert spoke on his
- [Business in Leicestershire denied flood insurance worried for future](https://wealthwisereport.com/insurance/business-in-leicestershire-denied-flood-insurance-worried-for-future/): Gemma Overton, founder of the Sileby Flood Action Group, said: "I know people who have actually left the village because they are that concerned about the flooding. "It causes a lot of anguish, a lot of stress, people can't get to work. "A five-minute journey can take two hours, it is ridiculous."A community brook clean
- [Tax rules for employee accommodation on farms and rural estates – cumbriacrack.com](https://wealthwisereport.com/tax/tax-rules-for-employee-accommodation-on-farms-and-rural-estates-cumbriacrack-com/): Where a farm or other rural business provides accommodation for its workers, it is important to be aware of the tax issues that can arise.Historically, most staff accommodation qualified as a tax-free benefit-in-kind, but this is not always the case, and care needs to be taken to ensure the correct treatment is applied.Requirements for accommodation
- [Scientists find a way to slash computer memory energy use by orders of magnitude](https://wealthwisereport.com/energy/scientists-find-a-way-to-slash-computer-memory-energy-use-by-orders-of-magnitude/): Artificial intelligence (AI) and other information and communication technologies (ICTs) are producing and processing data at a scale never seen before. Internet searches, AI-generated images, recommendation systems, scientific simulations, and large language models all depend on enormous amounts of information being created, moved, stored, and analyzed. As AI becomes more deeply integrated into everyday life,
- [TECNO Wins Two IFA Global Product Technology Innovation Awards for Modular Phone and Tonino Lamborghini TECNO TAURUS](https://wealthwisereport.com/technology/tecno-wins-two-ifa-global-product-technology-innovation-awards-for-modular-phone-and-tonino-lamborghini-tecno-taurus/): BERLIN, Sept. 5, 2026 /PRNewswire/ -- TECNO, a global AI-driven innovative technology brand, achieved two IFA Global Product Technology Innovation Awards at IFA 2026:Tonino Lamborghini TECNO TAURUS took the Miniaturized Gaming PC Technology Innovation Gold Award, standing out with its Italian aesthetics and exceptional performance in the compact body. The TECNO Modular Phone was honored
- [Mental health groups have ‘failed to acknowledge’ risk of violence, says Mind chief | Mental health](https://wealthwisereport.com/wealth-management/mental-health-groups-have-failed-to-acknowledge-risk-of-violence-says-mind-chief-mental-health/): Mental health organisations have “failed to acknowledge” the risk of violence from a minority of people with severe mental illnesses, the chief executive of Mind has said ahead of the closure of the inquiry into the Nottingham attacks.Dr Sarah Hughes, who has led mental health charity Mind for four years and has worked in the
- [To sustain global influence, Gulf economies recalibrate foreign investments as war drains revenues](https://wealthwisereport.com/investments/to-sustain-global-influence-gulf-economies-recalibrate-foreign-investments-as-war-drains-revenues/): Economies across the Gulf Cooperation Council (GCC), comprising Bahrain, Kuwait, Oman, Qatar, Saudi Arabia, and the UAE, have all felt the fallout from the US-Israeli war on Iran, which has had a profound effect on investment across the region. Foreign investment into the region has fallen sharply, by as much as 67 percent since the
- [Drivers Warned Over Rise in Car Insurance Scams](https://wealthwisereport.com/insurance/drivers-warned-over-rise-in-car-insurance-scams/): Motorists are being urged to stay alert, as experts warn of a sharp rise in car insurance fraud, ranging from staged collisions to fake insurance policies sold online. According to car insurance specialists at Zego, more than 75% of so-called “crash-for-cash” fraud cases now involve staged or deliberately induced collisions, with fraudsters increasingly using
- [Dual-Zone Airflow & 10-Minute No-Pre-Freeze Technology: Dreame Brings Smarter Cooking to Your Dream Kitchen at IFA 2026](https://wealthwisereport.com/technology/dual-zone-airflow-10-minute-no-pre-freeze-technology-dreame-brings-smarter-cooking-to-your-dream-kitchen-at-ifa-2026/): BERLIN, Sept. 5, 2026 /PRNewswire/ -- At IFA 2026, Dreame Technology showcased its latest small kitchen appliance lineup across six key categories: air fryers, coffee machines, blenders, stand mixers, toasters, and frozen treats makers. Moving beyond feature stacking, the new lineup integrates precision airflow, advanced temperature control, compressor refrigeration and automated mechanics into specific cooking processes
- [4 ways AI can help with your tax return – and mistakes to avoid](https://wealthwisereport.com/tax/4-ways-ai-can-help-with-your-tax-return-and-mistakes-to-avoid/): Freelancers, sole traders and landlords are using artificial intelligence (AI) to help with their self-assessment tax returns – and use is expected to grow.A 2026 survey conducted by Starling Bank found that one in five sole traders use AI for tax and accounting support. Alongside this, a quarter have used an AI platform for guidance
- [Travel Insurance Explained: What it Covers for Indians Traveling Abroad](https://wealthwisereport.com/insurance/travel-insurance-explained-what-it-covers-for-indians-traveling-abroad/): Insurers offer several types of international travel insurance. A single-trip policy covers one overseas journey, while multi-trip insurance serves people who travel several times internationally during the policy period.Student travel insurance caters to people studying abroad. Depending on the plan, it may include medical treatment, study interruption, sponsor protection and personal belongings. Family travel insurance
- [10 Best Inflation-Proof Investments in 2026](https://wealthwisereport.com/investments/10-best-inflation-proof-investments-in-2026/): 8. Investment propertiesOwning an actual investment property isn't for everyone. Even if you hire a property manager, owning real estate is a more hands-on type of investment than buying REITs or other stocks.However, rental properties can be an excellent way to build wealth over time and can protect against inflation. Historically, both home prices and
- [10 Best Inflation-Proof Investments for 2026](https://wealthwisereport.com/investments/10-best-inflation-proof-investments-for-2026/): 8. Investment propertiesOwning an actual investment property isn't for everyone. Even if you hire a property manager, owning real estate is a more hands-on type of investment than buying REITs or other stocks.However, rental properties can be an excellent way to build wealth over time and can protect against inflation. Historically, both home prices and
- [Where to Buy IPO Stocks: Best Brokers for IPO Access in 2026](https://wealthwisereport.com/stock-brokers/where-to-buy-ipo-stocks-best-brokers-for-ipo-access-in-2026/): 2026 Award Winner Best For: Beginners Fees: $0 on trades of stocks, ETFs and their options. Other fees may apply. 2026 Award Winner Best For: The all-in-one crowd Fees: $0 for stocks, $0 for options contracts Get up to $1,000 in stock when you fund a new account. Circle with letter I in it. Probability
- [Deals & Moves: NewEdge Wealth, LPL, and Osaic Poach From Rivals](https://wealthwisereport.com/wealth-management/deals-moves-newedge-wealth-lpl-and-osaic-poach-from-rivals/): NewEdge Wealth, the ultra-high-net-worth division of NewEdge Capital Group, recruited four wealth managers to staff a new Fort Lauderdale, Fla., location, marking the firm’s fourth office in the state, the company announced.Paul Yates, Alexandra Escobedo, Trace Shapiro and Michael Wohlgemuth joined the firm to serve ultra-high-net-worth and high-net-worth families, family offices and institutional clients.“This team
- [UN’s landmark nature restoration fund fails to raise almost any money – POLITICO](https://wealthwisereport.com/fund/uns-landmark-nature-restoration-fund-fails-to-raise-almost-any-money-politico/): There are practical issues too. Since the fund was launched without any seed funding, it doesn’t have a dedicated staff for outreach. “We are doing that with an interim secretary that is staffed by the CBD secretariat,” said Schomaker. Businesses were invited to contribute either 1 percent of their annual profit or 0.1 percent of
- [Why Zerodha Fund House is bullish on life cycle funds](https://wealthwisereport.com/fund/why-zerodha-fund-house-is-bullish-on-life-cycle-funds/): For the uninitiated, Life Cycle Funds are similar to target maturity funds and were introduced by the Securities and Exchange Board of India (Sebi) in February 2026, replacing the earlier category of solution-oriented funds, which included retirement and children’s funds. Life Cycle Funds have a target maturity date and follow a pre-defined glide path towards
- [HMRC's new £300 tax for vapers to be in force within days](https://wealthwisereport.com/tax/hmrcs-new-300-tax-for-vapers-to-be-in-force-within-days/): Half of vapers have no idea the rules are changingNeil Shaw Assistant Editor (Money and Lifestyle)11:48, 04 Sep 2026Updated 11:50, 04 Sep 2026Vaping is set to become more expensiveThe cost of vaping will rise by nearly £300 a year when a new tax law comes into force next month. Vaping Products Duty will tax e-liquid
- [Hoxton partners with Amazon to explore how AI can benefit wealth management](https://wealthwisereport.com/wealth-management/hoxton-partners-with-amazon-to-explore-how-ai-can-benefit-wealth-management/): Hoxton Wealth has begun working with Amazon Web Services to explore how AI can benefit both its own business and the wealth management sector more broadly.The collaboration forms part of AWS’s $1bn (£739mn) investment in Forward Deployed Engineering.The new organisation embeds experienced AWS engineer, including those from frontier AI teams, directly with customer teams to
- [IEE Series – Energy Week reflects growing ecosystem seeking connections - Companies](https://wealthwisereport.com/energy/iee-series-energy-week-reflects-growing-ecosystem-seeking-connections-companies/): he ongoing Indonesia Energy & Engineering (IEE) Series – Energy Week 2026, the largest industrial exhibition of its kind in Southeast Asia, is positioning itself not only as a showcase for products and technologies, but also as a platform connecting different parts of Indonesia’s growing industrial ecosystem.“That is why we are co-locating Electric & Power
- [Insurance brokers secure three-year partnership with Warwickshire County Cricket Club](https://wealthwisereport.com/insurance/insurance-brokers-secure-three-year-partnership-with-warwickshire-county-cricket-club/): X Register for free to receive latest news stories direct to your inbox Register C&C Insurance Brokers has expanded its presence across the Midlands after agreeing to a three-year partnership with Warwickshire County Cricket Club. The independent transport insurance broker will become an Official Partner at Edgbaston through to the end of the 2029 cricket
- [Travel insurance warning issued over 'medical screening'](https://wealthwisereport.com/insurance/travel-insurance-warning-issued-over-medical-screening/): Some issues can make it harder to find affordable travel insuranceHaving a medical condition does not mean you cannot get travel insurance(Image: Natalia Lebedinskaia via Getty Images)Expert advice has been issued for many Brits planning to go abroad. People with disabilities and long-term medical conditions are being warned to shop around for travel insurance as
- [₹10,000 monthly SIP in Canara Robeco Value Fund: What investors earned in 5 years](https://wealthwisereport.com/fund/₹10000-monthly-sip-in-canara-robeco-value-fund-what-investors-earned-in-5-years/): A ₹10,000 monthly SIP in Canara Robeco Value Fund over the past five years would have grown to around ₹7.78 lakh, against a total investment of ₹6 lakh, according to Value Research data.The SIP return works out to an annualised 10.32%.The fund was launched on September 3, 2021, and therefore has a track record of
- [Country's energy situation 'grim', balanced policy needed: BERC chairman](https://wealthwisereport.com/energy/countrys-energy-situation-grim-balanced-policy-needed-berc-chairman/): BERC Chairman Jalal Ahmed calls for updating the country’s 1996 energy policy to ensure long-term energy security and sustainability. TBS Report 04 September, 2026, 04:15 pm Last modified: 04 September, 2026, 04:34 pm Bangladesh's energy situation is currently "grim", and the country needs a coordinated short-, medium- and long-term strategy, including investment in domestic exploration,
- [Ofcom invites applications for Community Radio Fund – RadioToday](https://wealthwisereport.com/fund/ofcom-invites-applications-for-community-radio-fund-radiotoday/): Posted by Steve September 4, 2026 - 10:15 am1 minute Ofcom is inviting eligible community radio stations to apply for the Community Radio Fund for 2026/27. The Community Radio Fund is designed to help Ofcom-licensed community radio stations
- [FHC Investments facing divestment vote](https://wealthwisereport.com/investments/fhc-investments-facing-divestment-vote/): FHC Investments Limited's head office is located at 20 Dominica Drive. Members of First Heritage Co-operative Credit Union Limited (FHCCU) will vote next Thursday on a potential divestment of FHC Investments Limited, its broker subsidiary, which has been incurring losses since 2022. This was revealed in the notice to the 14th annual general meeting (AGM)
- [AFC, industry leaders hail Dangote investments as catalysts for Africa’s economic growth](https://wealthwisereport.com/investments/afc-industry-leaders-hail-dangote-investments-as-catalysts-for-africas-economic-growth/)
- [Qapture Investments Acquires Hermetik DeFi Strategies And Flammarion Partners, Appoints Brendan MacNeil Head Of DeFi](https://wealthwisereport.com/investments/qapture-investments-acquires-hermetik-defi-strategies-and-flammarion-partners-appoints-brendan-macneil-head-of-defi/): Qapture Investments has completed two strategic transactions aimed at expanding its regulated investment management and decentralized finance capabilities. The Bermuda-based digital asset manager acquired Flammarion Partners Ltd., a British Virgin Islands Approved Manager that has been renamed Qapture Investments (BVI) Ltd., and acquired the on-chain yield strategies and operational infrastructure of Hermetik Trading Technologies. Hermetik
- [Can the ‘Vanguard Effect’ Upend Wealth Management?](https://wealthwisereport.com/wealth-management/can-the-vanguard-effect-upend-wealth-management/): In the mid-1970s, Jack Bogle’s experiment with low-cost index funds at an asset manager owned by its investors ushered in what came to be known as The Vanguard Effect, a low-cost investing environment that reshaped the industry.That bet paid off in spades. Vanguard, which celebrated the 50th anniversary of the first index fund launch this
- [Australia needs renewable energy fast – but building it is only half the battle](https://wealthwisereport.com/energy/australia-needs-renewable-energy-fast-but-building-it-is-only-half-the-battle/): Australia’s energy transition has never been more urgent. Aging coal-fired power stations are retiring and energy bills are rising sharply. To address this, the obvious solution is to build more renewable energy projects and the transmission infrastructure to connect them at scale. But a major hurdle remains: community opposition. In regional areas, where most of
- [How Tesco’s new life insurance is helping families protect their future](https://wealthwisereport.com/insurance/how-tescos-new-life-insurance-is-helping-families-protect-their-future/): Planning ahead can feel complex, but Tesco Life Insurance could help families protect what matters most09:25, 04 Sep 2026Updated 10:06, 04 Sep 2026Families can plan for the unexpected with support from Tesco Life Insurance(Image: Tesco Life Insurance)Life is unpredictable, but your family’s future doesn’t have to be.A study† commissioned by Tesco Insurance found that almost
- [Avoid Claim Denials: The Word to Watch Out for in Home Insurance](https://wealthwisereport.com/insurance/avoid-claim-denials-the-word-to-watch-out-for-in-home-insurance/): Key Takeaways Insurance claims may be denied if a flood is incorrectly reported. Standard homeowners insurance covers certain water damage, but not flooding. Avoid using “flood” when speaking to insurers if unsure about the water source. Use “water damage” until the cause is professionally identified. Misrepresenting damage causes in claims is considered fraud. When Hurricane
- [Direct Line home insurance is now on comparison websites - but it may not be cheapest](https://wealthwisereport.com/insurance/direct-line-home-insurance-is-now-on-comparison-websites-but-it-may-not-be-cheapest/): The insurance company is rolling out three home insurance products across Confused.com and will expand to other websites from later this monthHome insurance covers you if something bad happens to your property(Image: ijeab via Getty Images)Direct Line home insurance is launching on comparison websites for the first time.The insurance company is rolling out three products
- [Forgotten policies, missed renewals, difficult claims: How a new insurance registry could help - Money News](https://wealthwisereport.com/insurance/forgotten-policies-missed-renewals-difficult-claims-how-a-new-insurance-registry-could-help-money-news/): Imagine having a life insurance policy with one insurer, health insurance with another, a motor policy renewed through an intermediary and perhaps an old life policy whose documents are sitting in a cupboard. Now imagine trying to find all of them when you need to make a claim—or when a family member has to do
- [SafePoint Insurance Makes Strategic Investment in Arrow Risk Management](https://wealthwisereport.com/insurance/safepoint-insurance-makes-strategic-investment-in-arrow-risk-management/): Thursday 03 September 2026 3:37 pm SafePoint Holdings, Inc. (“SafePoint”) has completed a minority investment in UK specialty MGA Arrow Risk Management (“Arrow”). The investment establishes a long-term strategic partnership between the businesses, with SafePoint supporting Arrow’s next phase of development through its insurance expertise, market relationships and broader capabilities. Chris Sharp, SafePoint’s Chief Underwriting
- [Record €66bn in tax collected in first eight months of 2026 – The Irish Times](https://wealthwisereport.com/tax/record-e66bn-in-tax-collected-in-first-eight-months-of-2026-the-irish-times/): Government spending is rising more quickly in percentage terms than tax receipts even as a record €66 billion was collected in tax over the first eight months of 2026.Tax receipts are 6.2 per cent in advance of the same time last year when the 2025 impact of the Apple tax case is stripped out. Current
- [Welspun Investments plans ₹1,285 crore infusion into Vishwakarma Realty](https://wealthwisereport.com/investments/welspun-investments-plans-₹1285-crore-infusion-into-vishwakarma-realty/): Welspun Investments and Commercials has approved a fund infusion of up to ₹1,285 crore into its wholly owned subsidiary, Vishwakarma Realty.The decisions were approved by the company’s board on Thursday, September 3, according to a regulatory filing. The investment in Vishwakarma Realty will be made through a combination of compulsorily convertible debentures (CCDs) and optionally
- [New York Estate Tax Planning](https://wealthwisereport.com/wealth-management/new-york-estate-tax-planning/): The New York estate tax is calculated quite differently from the federal estate tax. Generally, for New York estate tax purposes, if the estate value is below a certain threshold ($7.35 million in 2026), the assets are fully exempt from tax, and no New York estate taxes will be due. However, the exemption begins to
- [Not every midlife woman with a health complaint is hormonal](https://wealthwisereport.com/wealth-management/not-every-midlife-woman-with-a-health-complaint-is-hormonal/): Feeling tired, stressed, bloated, lacking in energy and not in the mood for sex isn’t exactly unusual for women in midlife. Neither is constant anxiety, irritation and finding the way your partner walks around the house – or simply exists – completely intolerable.The diagnosis? Perimenopause. At least, that’s what we’re increasingly being led to believe
- [Tyred launches insurance service for micromobility fleets](https://wealthwisereport.com/insurance/tyred-launches-insurance-service-for-micromobility-fleets/): Tyred is launching its own connected insurance service, using artificial intelligence (AI) and telematics devices to transform how e-cargo and micromobility fleets are assessed, protected and supported. The British mobility tech startup says that most insurance companies currently base quotes on static information such as a rider’s postcode, but its new service will take data from
- [Monzo Home Insurance – everything you need to know](https://wealthwisereport.com/insurance/monzo-home-insurance-everything-you-need-to-know/): Sometimes life can feel like a neverending series of unglamorous admin tasks, and home insurance certainly falls into that category. But just like car insurance, you'll always be grateful if the time comes when you might need it. Whether you've just picked up the keys to your first home, or your renewal is approaching, it’s
- [To insure or not to insure: the insurance playbook for private M&A](https://wealthwisereport.com/insurance/to-insure-or-not-to-insure-the-insurance-playbook-for-private-ma/): Transactional risk insurance has become a notable feature of private mergers and acquisitions, replacing traditional seller indemnities with specialised policies: it provides sellers with a clean exit and buyers with a competitive edge. As an increasingly frequent topic in risk-allocation discussions it can also help parties resolve difficult points and create deal momentum.But insurance is
- [Why Is Duke Energy (DUK) Down 2.3% Since Last Earnings Report?](https://wealthwisereport.com/energy/why-is-duke-energy-duk-down-2-3-since-last-earnings-report/): A month has gone by since the last earnings report for Duke Energy (DUK). Shares have lost about 2.3% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Duke Energy due for a breakout? Before
- [Have you missed out on pension tax relief? HMRC could owe you a top-up](https://wealthwisereport.com/tax/have-you-missed-out-on-pension-tax-relief-hmrc-could-owe-you-a-top-up/): Nearly one million low earners could receive a payment from HMRC after missing out on pension tax relief because of the way their workplace pension is set up. The issue – explained in a recent bulletin published by HMRC – stems from administrative differences in how workplace pension schemes process tax relief. To fix this, the tax
- [Wealth management shake-up continues as more senior figures exit Davy and Unio – The Irish Times](https://wealthwisereport.com/wealth-management/wealth-management-shake-up-continues-as-more-senior-figures-exit-davy-and-unio-the-irish-times/): Shane Toman, one of Davy’s most senior wealth managers, is leaving the group to join UBS’s operation in Zurich, Switzerland.Irish Life-owned Unio Wealth Management is also losing one of its highest-ranking executives, with Richard White leaving to establish his own firm. Toman and White’s respective exits have come amid a number of recent changes at
- [Index fund ideas from our Select 50](https://wealthwisereport.com/fund/index-fund-ideas-from-our-select-50/): If you want to invest in a stock market, index-tracking funds offer a low-cost option. Rather than rely on a fund manager to actively pick a portfolio of shares, an index tracker replicates the performance of an index. This passive approach is cheaper to operate and therefore the charges are lower. Actively managed funds typically
- [Hidden health risk to children from the hottest summer on record | News UK](https://wealthwisereport.com/wealth-management/hidden-health-risk-to-children-from-the-hottest-summer-on-record-news-uk/): The hottest summer on record may have had a hidden toll on British children’s health, new research has revealed. As temperatures soared, people retreated indoors rather than heading out to play, with 58% of families spending less time outside this year than last. Around 63% favoured cooler, inside spaces where opportunities for physical activities are
- [State Street Investment Management Launches UCBG ETF With Record $2.5 Billion UC Investments Anchor](https://wealthwisereport.com/investments/state-street-investment-management-launches-ucbg-etf-with-record-2-5-billion-uc-investments-anchor/): State Street Investment Management has launched the State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF (UCBG) in collaboration with UC Investments, the investment arm of the University of California. The ETF launches with a $2.5 billion investment from UC Investments, which the organizations said represents the largest-ever anchor investment for a U.S.-listed ETF
- [Highland Opportunities and Income Fund Announces Investor Update Call – Company Announcement](https://wealthwisereport.com/fund/highland-opportunities-and-income-fund-announces-investor-update-call-company-announcement/): DALLAS , Sept. 2, 2026 /PRNewswire/ -- The Highland Opportunities and Income Fund (NYSE: HFRO) ("HFRO" or the "Fund") announced today that the Fund is scheduled to host a conference call on Thursday, September 25, 2026, at 3:00 p.m. CT, to discuss portfolio updates and recent performance. To register to attend the call
- [Touchstone Focused Fund Q2 2026 Commentary (TFOAX)](https://wealthwisereport.com/fund/touchstone-focused-fund-q2-2026-commentary-tfoax/): At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active
- [More inheritance tax is being saved through charitable gifts – could you cut your bill?](https://wealthwisereport.com/tax/more-inheritance-tax-is-being-saved-through-charitable-gifts-could-you-cut-your-bill/): Taxpayers are saving more on Inheritance Tax (IHT) by leaving gifts to charity in their wills – and doing so could also help you cut your tax bill.According to analysis of government figures by TWM Solicitors, the amount saved on IHT through charitable giving has risen by 88% to £1.28bn over the past six years
- [Insurance Hub 2026 set for October 21 at Wesley Towers Auditorium](https://wealthwisereport.com/insurance/insurance-hub-2026-set-for-october-21-at-wesley-towers-auditorium/): The Insurance Hub, an annual industry event bringing together key players in the insurance sector, will hold its 2026 edition on Wednesday, October 21, at the Wesley Towers Auditorium in Accra. Organised under the theme “Trust, Technology and Transformation: The Future of Inclusive Insurance,” the Insurance Hub 2026 will provide a platform for industry leaders,
- [Is Interactive Brokers Quietly Becoming an AI Stock?](https://wealthwisereport.com/stock-brokers/is-interactive-brokers-quietly-becoming-an-ai-stock/): Interactive Brokers (IBKR -1.55%) isn't an artificial intelligence (AI) company. It doesn't build AI models like OpenAI or Anthropic. It doesn't make chips like Nvidia. And it doesn't sell software designed to automate businesses. Yet, AI could become an important part of the Interactive Brokers' future. That's because Interactive Brokers has already spent decades building
- [FuelCell Energy Stock: AI Data Center Push Likely To Remain An Uphill Battle (NASDAQ:FCEL)](https://wealthwisereport.com/energy/fuelcell-energy-stock-ai-data-center-push-likely-to-remain-an-uphill-battle-nasdaqfcel/): This article was written byFollowI am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as
- [British banks in crosshairs as pressure mounts on Burnham to tax profits | Banking](https://wealthwisereport.com/tax/british-banks-in-crosshairs-as-pressure-mounts-on-burnham-to-tax-profits-banking/): The countdown is on. Two months out from Andy Burnham’s inaugural autumn budget, bank executives are wringing their hands over whether the government will target their bumper profits with fresh taxes.The chancellor, John Healey, is reportedly considering a windfall tax on both banks and oil companies in the late October Westminster setpiece.The UK’s four largest
- [Crypto investors warned one account move could leave them owing tax](https://wealthwisereport.com/tax/crypto-investors-warned-one-account-move-could-leave-them-owing-tax/): HMRC has published its first figures showing the scale of taxable gains made from cryptoassets.HMRC has published its first figures showing the scale of taxable gains made from cryptoassets.(Image: AFP/Getty Images)Crypto investors are being warned that simply exchanging one type of cryptocurrency for another could leave them with a tax bill - even if they
- [Why AI Investments Fail Without Comprehensive Process Transformation](https://wealthwisereport.com/investments/why-ai-investments-fail-without-comprehensive-process-transformation/): Jerry Haywood, CEO of boost.ai, is a technology and customer‑engagement executive with decades of leadership across enterprise software.​Enterprise spending on AI is soaring. Corporations have doubled their AI budgets this year, and businesses of every size and in every sector are pouring money into the nascent technology, hoping to gain a competitive edge at the
- [FCA: Over-standardisation risks ‘hollowing out’ insurance policies](https://wealthwisereport.com/insurance/fca-over-standardisation-risks-hollowing-out-insurance-policies/): Relying too much on standardisation in insurance regulation risks under-serving consumers, according to David Geale, executive director of consumers, payments and competition at the Financial Conduct Authority.Speaking in a meeting held by the Financial Services Regulation Committee today (September 2), Geale was asked about the effectiveness of the authority’s consumer duty initiative that was introduced
- [Slash bills by switching off five 'energy hog' appliances on standby](https://wealthwisereport.com/energy/slash-bills-by-switching-off-five-energy-hog-appliances-on-standby/): Several household appliances can quietly drain standby power and add up over time on your energy bill - here are the five energy hogs an expert says you should never leave on standbyUK household electricity bills are set to increase in October(Image: LightFieldStudios via Getty Images)Millions of households are set to see their energy bills
- [No compulsory redundancies from health board cuts - Swinney](https://wealthwisereport.com/wealth-management/no-compulsory-redundancies-from-health-board-cuts-swinney/): Swinney's speech on Tuesday also revealed the number of Scotland's councils could be reduced in a bid to help them operate more sustainably.There are currently 32 local authorities, but the first minister would not be drawn on how many he believes there should be.He said he wanted to work with local government to have a
- [Solarelle Insurance Marks 10 Years with Three Global Banking & Finance Review Awards 2026](https://wealthwisereport.com/insurance/solarelle-insurance-marks-10-years-with-three-global-banking-finance-review-awards-2026/): Solarelle Insurance Pvt Ltd has been recognised with three Global Banking & Finance Review Awards 2026, celebrating the company's decade-long development in the Maldivian insurance market, its general insurance capabilities and its role in bringing an innovative epidemic and pandemic risk solution to the country.The awards are:Best General Insurance Company Maldives 2026Decade of Excellence -
- [Mental health crisis in England as children as young as SIX seek help](https://wealthwisereport.com/wealth-management/mental-health-crisis-in-england-as-children-as-young-as-six-seek-help/): Children's doctors are warning of a 'deeply alarming' increase in the number of children waiting for days in noisy and busy A&Es to get help for their mental health00:01, 02 Sep 2026Updated 08:19, 02 Sep 2026England is in a 'national crisis' as six year olds have mental health crisis(Image: Getty Images)England is in the middle
- [News24 | Not Found](https://wealthwisereport.com/investments/news24-not-found/): Publications YOU All that Drum True Love Eat Out go! home e-Editions Partners Before You Click Nedbank Climate Tech The Healthcare Expert Naspers Labs: Empowering young South Africans Money: It's not black or white Eat Out Awards 2026 The Odds in our Favour Takealot Fulfilment Solutions Empowering People, Unlocking Progress with FirstRand Get iPhone and
- [Gaja Capital gets SEBI nod for new Category II alternative investment fund](https://wealthwisereport.com/fund/gaja-capital-gets-sebi-nod-for-new-category-ii-alternative-investment-fund/): Gaja Alternative Asset Management has received approval from the Securities and Exchange Board of India (SEBI) to register Gaja Capital India Fund V as a Category II Alternative Investment Fund (AIF).The approval allows Gaja Alternative Asset Management to act as the investment manager of the new fund.The company disclosed the development to the stock exchanges
- [TELUS Mental Health Index: Cost of living is top money worry for 62 per cent of UK workers as financial anxiety hits workplace productivity](https://wealthwisereport.com/wealth-management/telus-mental-health-index-cost-of-living-is-top-money-worry-for-62-per-cent-of-uk-workers-as-financial-anxiety-hits-workplace-productivity/): New Q2 2026 report: Sixty-two per cent of UK workers lack a strong understanding of their retirement benefits, while more than a quarter would not report mental health issues to managers. Quick Facts: One in six UK workers says financial stress is damaging their job performance Cost of living is the top financial stressor for
- [Goku Technologies Chooses SS&C for Fund Services](https://wealthwisereport.com/fund/goku-technologies-chooses-ssc-for-fund-services/): Wednesday 02 September 2026 2:00 am SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that Singapore Goku Technologies Pte. Ltd., an AI-driven quantitative investment manager, has chosen SS&C as its fund services provider. The firm, with offices in Shanghai and Singapore, employs systematic trading strategies to invest in equities across Asia, with USD4 billion in
- [From Direct Equity to Holistic Wealth: Manish Kathuria on Kotak Neo’s Next Phase](https://wealthwisereport.com/wealth-management/from-direct-equity-to-holistic-wealth-manish-kathuria-on-kotak-neos-next-phase/): India’s wealth management industry is being reshaped by several forces at once. Household savings are moving further into financial assets, demand for alternative investments is broadening, affluent Indians are looking increasingly beyond domestic markets, and generational wealth transfer is bringing different expectations around transparency, technology and access. For Manish Kathuria, Chief Business Officer at
- [AI Trading Bot Platform: 7-Factor Guide for Crypto & Stocks](https://wealthwisereport.com/stock-brokers/ai-trading-bot-platform-7-factor-guide-for-crypto-stocks/): Artificial intelligence is becoming a larger part of the trading technology market, but choosing an AI trading bot platform in 2026 is becoming more complicated rather than easier.Some platforms focus on automated crypto trading. Others provide stock market signals, portfolio analytics, quantitative strategies, algorithmic execution, or multi-asset trading infrastructure. Two services may both describe themselves
- [🇮🇸 CPP Investments and Equinix complete atNorth acquisition to support growth of leading Nordic data center platform](https://wealthwisereport.com/investments/🇮🇸-cpp-investments-and-equinix-complete-atnorth-acquisition-to-support-growth-of-leading-nordic-data-center-platform/): Reykjavík, Iceland September 2nd, 2026 atNorth, the leading Nordic high-density colocation and built-to-suit data center provider, today announced that Canada Pension Plan Investment Board (CPP Investments) and Equinix, Inc. (Nasdaq: EQIX), the world’s digital infrastructure company®, have completed the acquisition of atNorth. atNorth’s footprint spans across all five Nordic countries, with eight operational data centers
- [Fund defence spending from tax rise on middle earners, thinktank tells Healey | Defence policy](https://wealthwisereport.com/fund/fund-defence-spending-from-tax-rise-on-middle-earners-thinktank-tells-healey-defence-policy/): The chancellor, John Healey, must be prepared to raise taxes for middle earners if he wants to fund significantly higher defence spending, the Resolution Foundation thinktank has said.Healey resigned from Keir Starmer’s government in June, protesting against what he argued was the then prime minister’s failure to adequately fund defence.But in his new post in
- [EU Struggles to Curb Energy Transition Dependence on China](https://wealthwisereport.com/energy/eu-struggles-to-curb-energy-transition-dependence-on-china/): In recent years, the European Union has replaced one critical energy and security vulnerability with another heavy dependence for its green energy ambitions.As the EU has moved to phase out Russian energy imports and reduce the overall dependence on oil and gas, it has rolled out massive renewable energy capacity. But the clean energy transition
- [Canada Pension Plan Investments commits ₹2,070 Crore to NIIF Infrastructure Fund II](https://wealthwisereport.com/investments/canada-pension-plan-investments-commits-₹2070-crore-to-niif-infrastructure-fund-ii/): Mumbai: Canada Pension Plan Investment Board (CPP Investments) has committed about ₹2,070 crore ($215 million) to NIIF Infrastructure Fund II, the second India-focused infrastructure fund managed by National Investment and Infrastructure Fund (NIIF).The fund will invest in infrastructure assets and platforms across India, focusing on sectors benefiting from long-term structural trends such as urbanisation, digitalisation
- [Why Interactive Brokers Stock Tumbled on Tuesday](https://wealthwisereport.com/stock-brokers/why-interactive-brokers-stock-tumbled-on-tuesday/): Shares of Interactive Brokers Group (NASDAQ: IBKR) slipped on Tuesday, falling as much as 6.3%. As of 2:18 p.m. ET, the stock was still down 6%. The catalyst that drove the brokerage and trading platform lower was bearish commentary by one of Wall Street's finest. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In
- [Burnham’s energy chief eyes new year cost of living cut – POLITICO](https://wealthwisereport.com/energy/burnhams-energy-chief-eyes-new-year-cost-of-living-cut-politico/): This time, it’s the conflict in the Middle East that has driven prices, which has effectively removed one of the world’s top liquefied natural gas exporters, Qatar, from the global market. European buyers are competing with Asia for a reduced number of LNG cargoes, pushing up wholesale prices for both. It all means that, for
- [Wealth management for Americans in Spain](https://wealthwisereport.com/wealth-management/wealth-management-for-americans-in-spain/): Imagine a rock & roll band that spent nine years perfecting their live show. They know which song opens the night, how to transition to the one that brings the crowd to their feet before the break, and which song should close things out at the end. Their setlist, songs they’ll perform in the order
- [Understanding premium breakdowns through a car insurance calculator](https://wealthwisereport.com/insurance/understanding-premium-breakdowns-through-a-car-insurance-calculator/): Most people prioritise the premium when buying car insurance, but not everyone knows what goes into that number. Two vehicles that appear similar can sometimes attract different premiums. Using a car insurance calculator can help make sense of these differences by showing how factors such as the vehicle's value, location, coverage type and selected add-ons
- [Fervo Energy (FRVO) Stock Rallies 15% on Record Google Geothermal Contract](https://wealthwisereport.com/energy/fervo-energy-frvo-stock-rallies-15-on-record-google-geothermal-contract/): Key Highlights Fervo Energy shares surged 15% following news of a record geothermal power contract with Google The agreement involves approximately 400 megawatts of clean electricity from the Cape Station development in Utah Electricity supply to Google is scheduled to commence in 2028, with an additional expansion option of 600MW available through June 2030 Cape
- [Warren Capital Management Partners with Shore to Summit Wealth Management](https://wealthwisereport.com/wealth-management/warren-capital-management-partners-with-shore-to-summit-wealth-management/): Bozeman, MT – September 1, 2026 – Shore to Summit Wealth Management announced today that Warren Capital Management will be joining the practice, further strengthening Shore to Summit’s national advisory presence, and supporting its long-standing commitment to thoughtful, relationship-driven financial guidance. Warren Capital Management has built a distinguished reputation for providing clients with clarity, discipline,
- [2026 tax software survey](https://wealthwisereport.com/tax/2026-tax-software-survey/): Whenever CPA tax practitioners gather, their shop talk usually at some point turns to the relative merits and faults of their tax return preparation software. Those loyal to the same product year after year may hold forth on its virtues, while the disaffected listen closely and perhaps make mental notes. This annual survey by the
- [UK flood risk - will home insurance cover you if your home is damaged by water?](https://wealthwisereport.com/insurance/uk-flood-risk-will-home-insurance-cover-you-if-your-home-is-damaged-by-water/): New research from Tesco Insurance shows flooding claims average £18,354 for homeowners, while storm damage is among the five most common reasons for making a home insurance claim11:18, 01 Sep 2026Updated 11:00, 02 Sep 2026It can be worrying if your home is damaged by flooding(Image: Getty Images)Parts of the UK are set for more rain
- [Hightower Picks Onboarding FinTech Dispatch for Signature Wealth](https://wealthwisereport.com/wealth-management/hightower-picks-onboarding-fintech-dispatch-for-signature-wealth/): Hightower Advisors, a Chicago-based wealth management firm with more than 800 advisors, will work with fintech Dispatch to provide advisor transitions, client account opening and management, and data syncing across platforms for Hightower Signature Wealth, its new nationally branded employee advisor practice launched last year under CEO Larry Restieri.The move is another boon for growing
- [Families face £3,200 fines for misunderstanding inheritance tax changes](https://wealthwisereport.com/tax/families-face-3200-fines-for-misunderstanding-inheritance-tax-changes/): Stephanie Sharpe, of accountancy firm Moore Kingston Smith, said a family could fall foul of the rules by accidentally undervaluing a property.For example, if the deceased had a £2.5m estate, leaving a £320,000 holiday home to his son and everything else to his widow, the family might assume they did not need to fill in
- [Your Fidelity Mutual Fund Can Now Turn Into an ETF Without a Tax Bill. Here's Who's Next](https://wealthwisereport.com/fund/your-fidelity-mutual-fund-can-now-turn-into-an-etf-without-a-tax-bill-heres-whos-next/): Fidelity just grafted ETF share classes onto three existing mutual funds, and the tax consequences for shareholders who do nothing at all may surprise you more than the change itself.This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. If you own Fidelity Intermediate
- [CPP Investments expands India footprint with over Rs 2,000 cr NIIF commitment](https://wealthwisereport.com/investments/cpp-investments-expands-india-footprint-with-over-rs-2000-cr-niif-commitment/): MUMBAI: Canada Pension Plan Investment Board (CPP Investments) has committed investment of around Rs 2,070 crore or $215 million to NIIF Infrastructure Fund II, the second India-focused infrastructure fund managed by the National Investment and Infrastructure Fund (NIIF), India’s sovereign-anchored alternative asset manager.The fund will invest in infrastructure assets and platforms across India, with a
- [Why more than one million pensioners now pay 40 per cent tax](https://wealthwisereport.com/tax/why-more-than-one-million-pensioners-now-pay-40-per-cent-tax/): More than one million pensioners are now paying income tax at 40 per cent or more, according to new figures which reveal how frozen tax thresholds are pulling increasing numbers of retirees into higher tax bands. The number of pensioners paying higher- or additional-rate income tax has more than doubled in five years, rising from
- [Turning awareness into action during Life Insurance Awareness Month - Insurance News](https://wealthwisereport.com/insurance/turning-awareness-into-action-during-life-insurance-awareness-month-insurance-news/): September is Life Insurance Awareness Month — a fitting time to reflect on the progress our industry has made in reaching consumers about their life insurance needs and the work that still lies ahead. For more than 15 years, LIMRA’s Insurance Barometer Study has tracked how Americans think about life insurance. This year’s findings are
- [Child trust fund firms face review over efforts to find who owns £1.5bn worth of pots | Child trust funds](https://wealthwisereport.com/fund/child-trust-fund-firms-face-review-over-efforts-to-find-who-owns-1-5bn-worth-of-pots-child-trust-funds/): Child trust fund providers are being put under the spotlight to check they are treating savers fairly and doing all they can to reunite young people with lost accounts.The Financial Conduct Authority (FCA) said about 760,000 accounts worth an average of £2,000 were yet to be claimed – more than £1.5bn in total – as
- [Energy saving tips | Money Saving Expert](https://wealthwisereport.com/energy/energy-saving-tips-money-saving-expert/): Turn down radiators in rooms you’re not using Make sure you control which rooms you heat, so you're not wasting cash heating empty rooms. You can simply go round the house and turn down the radiators in the rooms you don't want to heat. Smart Energy GB says you could save around £40 a year
- [Number of UK pensioners paying highest tax rates doubles in five years](https://wealthwisereport.com/tax/number-of-uk-pensioners-paying-highest-tax-rates-doubles-in-five-years/): Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The number of UK pensioners paying the highest rates of income tax has doubled in the past five years due to a combination of years of frozen tax thresholds and inflation adjustments to pensions. HM Revenue &
- [Ares Closes Fifth Japan Logistics Real Estate Development Fund at ¥612 Billion (US$4 Billion), Hitting Hard Cap](https://wealthwisereport.com/fund/ares-closes-fifth-japan-logistics-real-estate-development-fund-at-¥612-billion-us4-billion-hitting-hard-cap/): Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today the final close of Japan Logistics Development Partners V LP (“JDP V” or the “Fund”), the latest vintage in its Japan-focused logistics real estate development fund series. Raising ¥612 billion (approximately US$4 billion1), including LP equity commitments and GP commitment, JDP
- [Apple and Google rake in more from 'app tax' on Britons than they pay in corporation tax, study finds](https://wealthwisereport.com/tax/apple-and-google-rake-in-more-from-app-tax-on-britons-than-they-pay-in-corporation-tax-study-finds/): Apple and Google are raking in more from an ‘app tax’ on Britons than they pay in corporation tax, analysis shows.A study found Apple shelled out £322million in UK corporation tax last year (2025) while Google paid £146million in 2024 – the latest accounts available for both tech giants.But a ‘stealth’ levy of up to
- [How To Tell If Legacy Technology Is Still A Strategic Asset](https://wealthwisereport.com/technology/how-to-tell-if-legacy-technology-is-still-a-strategic-asset/): Technology doesn’t automatically become obsolete—or technical debt—simply because it’s older. Long-established systems can continue to play an important role when they reliably support business operations and their value outweighs the costs, risks and limitations of keeping them in place.Rather than asking how long a technology has been around, the more useful question is whether it
- [Why Data Analytics Is Becoming More Important in Life Insurance Underwriting](https://wealthwisereport.com/insurance/why-data-analytics-is-becoming-more-important-in-life-insurance-underwriting/): The increased use of analytics also poses significant challenges for managing data responsibly. To begin with, insurance companies must ensure the accuracy, consistency, relevance, and security of the information they use for underwriting purposes. In addition, analysts should use the appropriate models to achieve reliable and valid results since poor data analysis practices could lead
- [Why AI could finally fix insurance compliance](https://wealthwisereport.com/insurance/why-ai-could-finally-fix-insurance-compliance/): Insurance compliance is a judgment problem disguised as paperwork. AI can make that judgment faster, more consistent and auditable.Insurance compliance is the kind of work most organizations only notice when something goes wrong.Every contractor, vendor, supplier or third party may be required to carry specific insurance coverage. Someone then has to determine whether the policy
- [Cairngorms 2030 Communities Fund opens with £1m for small-grants](https://wealthwisereport.com/fund/cairngorms-2030-communities-fund-opens-with-1m-for-small-grants/): On Monday, the first phase of the Cairngorms 2030 Communities Fund opened and will run for the next two years. People and organisations planning projects that strengthen communities, support nature and biodiversity, improve outdoor wellbeing, or help to respond and adapt to climate change across the Cairngorms National Park are invited to apply for small
- [Five wedding insurance checks couples should make to avoid losing thousands](https://wealthwisereport.com/insurance/five-wedding-insurance-checks-couples-should-make-to-avoid-losing-thousands/): Couples are being urged to check exactly what their policy covers as disputes can involve cancelled venues, failed suppliers and unexpected costs.Couples are being urged to check exactly what their policy covers as disputes can involve cancelled venues, failed suppliers and unexpected costs.(Image: Peter Cade / Getty Images)Couples planning their big day are being urged
- [T&R Direct Insurance Services: A guide to brass band insurance — 4barsrest](https://wealthwisereport.com/insurance/tr-direct-insurance-services-a-guide-to-brass-band-insurance-4barsrest/): CROFTON SILVER BANDAugust 30 • CROFTON SILVER BAND - FIRST SECTION YORKSHIRE BAND. We are seeking a MD to lead a welcoming, ambitious, fun-loving group, passionate about making fantastic music and enjoying the journey together. . Rehearsals Monday & Thursday 8-10pm Fitzwilliam, WakefieldWaltham St. Lawrence Silver BandAugust 29 • Our inclusive non-contesting community band, based
- [What $200M In Unclaimed Dividends Reveals About Wealth Management](https://wealthwisereport.com/wealth-management/what-200m-in-unclaimed-dividends-reveals-about-wealth-management/): Joshua Ishola is Head of Investments at Canary Point Capital, a Sub-Saharan African Wealth Management Firm.​Only 17% of high net worth individuals "describe their advisory experience as seamless and personalized." That comes from the 30th edition of Capgemini's World Wealth Report, published in June 2026, and it sits awkwardly next to the amount the industry
- [Capula IM launches commodities fund](https://wealthwisereport.com/fund/capula-im-launches-commodities-fund/): London-based hedge fund Capula Investment Management has launched a commodities trading fund focused on raw materials. The Capula Alternative Markets Alpa Fund is looking to raise between $2 and $3 billion in investor capital. The fund launch represents a departure of sorts for Capula, which manages more than $35 billion in assets. The hedge fund
- [Journey Ahead: JA Roadshow 2026 to spotlight integrated energy solutions](https://wealthwisereport.com/energy/journey-ahead-ja-roadshow-2026-to-spotlight-integrated-energy-solutions/): Grid instability, growing electrification, and rising demand for energy resilience are reshaping Europe’s energy landscape. As developers, installers, EPCs, and asset owners seek solutions that go beyond power generation alone, integrated approaches combining solar and energy storage are becoming increasingly important. Against this backdrop, JA will launch Journey Ahead: JA Roadshow 2026, an initiative designed
- [September tax calendar: Key TDS, advance tax and tax audit deadlines | Personal Finance](https://wealthwisereport.com/tax/september-tax-calendar-key-tds-advance-tax-and-tax-audit-deadlines-personal-finance/): With the August 31 income-tax return deadline for many taxpayers ending today, the focus now shifts to a fresh set of tax compliance dates in September. The month has key deadlines for TDS and TCS payments, advance tax and tax audit reports. Missing these dates can result in interest, penalties or compliance complications. Taxpayers should therefore mark
- [The landlords who face shock tax bill from HMRC](https://wealthwisereport.com/tax/the-landlords-who-face-shock-tax-bill-from-hmrc/): Landlords who moved their rental homes into a limited company could be handed a surprise tax bill following changes to a valuable relief earlier this year. Experts say some may be unaware of the change and subsequently may fall into a “quiet trap.” We take a look at the changes and what landlords need to
- [Property ownership challenges are eroding today's home values](https://wealthwisereport.com/property/property-ownership-challenges-are-eroding-todays-home-values/): Property ownership challenges, like rising upkeep and insurance costs, erode today’s home values by forcing owners to defer maintenance or go underinsured, even uninsured. Climate hazards also play a role, driving up insurance premiums, policy cancellations, and non-renewals while causing property damage and losses. Understanding these problems that you, like other property owners, face is vital, as it can prompt
- [Baron Generational Growth Fund Q2 2026 Commentary](https://wealthwisereport.com/fund/baron-generational-growth-fund-q2-2026-commentary/): Dear Baron Generational Growth Fund Shareholder, Baron Generational Growth Fund (the Fund) declined 2.51% (Institutional Shares) for the quarter ended June 30, 2026. This trailed the return of the Fund's benchmark, the Russell 2000 Growth Index (the Benchmark), which gained 25.71% for the quarter. The Russell 3000 Index, which measures the performance of the 3,000
- [Pet insurance guide: Why every pet owner should consider coverage](https://wealthwisereport.com/insurance/pet-insurance-guide-why-every-pet-owner-should-consider-coverage/): Pets are valued companions who bring happiness and comfort to many households. Their healthcare needs may include veterinary consultations, treatments, and other eligible medical expenses. Planning for these needs helps pet owners manage future costs more effectively.Pet insurance provides a way to prepare for eligible veterinary expenses while supporting responsible pet care decisions. Understanding how
- [Application deadline extended for 2026 National Science, Technology and Innovation awards](https://wealthwisereport.com/technology/application-deadline-extended-for-2026-national-science-technology-and-innovation-awards/): Principal Director of Science in the Office of the Prime Minister (OPM), Dr. Natwaine Gardner, speaks during a recent Jamaica Information Service (JIS) 'Think Tank'. (Photo: Adrian Walker) KINGSTON, Jamaica — The Office of the Prime Minister (OPM) has extended the application deadline for the 2026 Prime Minister’s National Medal for Science and Technology and the National
- [Touchstone Dividend Equity Fund Q2 2026 Commentary](https://wealthwisereport.com/fund/touchstone-dividend-equity-fund-q2-2026-commentary/): At Touchstone Investments, we recognize that not all mutual fund companies are created equal. Our commitment to being Distinctively Active means the employment of a fully integrated and rigorous process for identifying and partnering with asset managers who sub-advise our mutual funds and advocating a robust approach to portfolio construction that either uses standalone active
- [Richardsons Insurance: Personal service and peace of mind in Spain « Euro Weekly News](https://wealthwisereport.com/insurance/richardsons-insurance-personal-service-and-peace-of-mind-in-spain-euro-weekly-news/): For many expatriates in Spain, arranging insurance can feel complicated. Credit: Richardsons Insurance For many expatriates in Spain, arranging insurance can feel complicated. That’s where Richardsons Insurance, a trusted family-run agency based in Camposol, comes in. With more than 17 years’ experience, Harriett and Florence Richardson provide professional, friendly and personal service to clients across
- [Cash settlements on home insurance claims leaving vulnerable Australians short-changed, Asic says | Insurance (Australia)](https://wealthwisereport.com/insurance/cash-settlements-on-home-insurance-claims-leaving-vulnerable-australians-short-changed-asic-says-insurance-australia/): Home insurers are overwhelmingly paying cash to settle claims, leaving Australians to foot blowouts in repair costs for their cyclone-damaged homes.The corporate regulator is calling for “realistic” bigger payouts, warning the practice could cause “unfair outcomes” for people already in vulnerable positions.In a report released on Monday, the Australian Securities and Investments Commission (Asic) found
- [Mansion tax police 'to target houses with scenic views, conservatories and big garages' for new punitive levy](https://wealthwisereport.com/tax/mansion-tax-police-to-target-houses-with-scenic-views-conservatories-and-big-garages-for-new-punitive-levy/): By DAVID WILCOCK, DEPUTY POLITICAL EDITOR Published: 12:20, 30 August 2026 | Updated: 12:26, 30 August 2026 Houses with scenic views, conservatories, large garages and other features will be targeted by the mansion tax 'police' assessing who should pay a new punitive housing levy, it was claimed today.Inspectors charged with working out which homes are
- [Energy firm launches innovation development programme](https://wealthwisereport.com/energy/energy-firm-launches-innovation-development-programme/): An off-grid energy impact investment company, ‘All On’ has launched its Innovation Ecosystem Development Programme (AO-IEDP) aimed at supporting clean energy startups and entrepreneurs within the organisation’s hub. The 12-month incubation and prototype development programme will provide technical expertise, hands-on development, access to appropriate equipment and facilities, mentorship and necessary support to the participants. Launching
- [Convenience, Confidence, Connection: Gregory Ricks Total Wealth on the value of virtual consultations | Sponsored: Gregory Ricks Total Wealth](https://wealthwisereport.com/wealth-management/convenience-confidence-connection-gregory-ricks-total-wealth-on-the-value-of-virtual-consultations-sponsored-gregory-ricks-total-wealth/): Sponsored ContentThis article is brought to you by Gregory Ricks Total Wealth.“Technology amplifies relationships. It does not replace them,” said Gregory Ricks, founder, CEO, and wealth advisor at Gregory Ricks Total Wealth.When the COVID-19 pandemic brought much of the world to a halt, people across the globe felt the absence of everyday connections that had
- [Interactive Brokers Profits When Trading Is Hot. What Happens When It Cools?](https://wealthwisereport.com/stock-brokers/interactive-brokers-profits-when-trading-is-hot-what-happens-when-it-cools/): Key PointsInteractive Brokers has seen its shares rise 500% in the bull market.The company benefits from its rapid growth in customer count, leading to higher trading commissions and interest income.The stock looks expensive today and may do poorly during a bear market. Bull markets affect not only stock prices but also some underlying businesses in
- [The 7 health signs that prove you're officially getting older](https://wealthwisereport.com/wealth-management/the-7-health-signs-that-prove-youre-officially-getting-older/): Most of us have at some point wished we could turn back the clock to when we were wrinkle-free and could drink more than two glasses of wine without a hangover the next day. But ageing is a gift, and there’s a certain wisdom that only comes with experience. While you might not be thrilled
- [Health ministry awards nearly $48 million for health research projects](https://wealthwisereport.com/wealth-management/health-ministry-awards-nearly-48-million-for-health-research-projects/): Minister of Health & Wellness Dr Christopher Tufton shares in the moment with the recipients of the Ministry of Health & Wellness' Research For Wellness Fund Programme. The minister is photographed with Dr Adrienne Williams, Dr Crista Lee Berry (representing Dr Michelle Reece Mills), Julian Bailey and Dr Icolyn Amarakoon (co-investigators, representing Dr
- [Can AI Manage Couples’ Money Without Exposing Financial Data?](https://wealthwisereport.com/wealth-management/can-ai-manage-couples-money-without-exposing-financial-data/): Can AI manage a couple’s finances without seeing every transaction?Yes, some financial tools support shared financial planning without requiring complete account transparency. Couples can choose which accounts or information become part of their household view. This can include shared expenses, savings goals, debts, or income information. The exact privacy controls depend on the platform, so
- [Bybit Introduces Round-the-Clock Options Trading for SpaceX and Nvidia (NVDA) Stock Perpetuals This September](https://wealthwisereport.com/stock-brokers/bybit-introduces-round-the-clock-options-trading-for-spacex-and-nvidia-nvda-stock-perpetuals-this-september/): Key Highlights Bybit unveils options trading on stock perpetuals, debuting with SpaceX and Nvidia (NVDA) on September 17, 2026 The platform offers continuous 24/7 trading with fractional contracts, USDT settlement, and eliminates the traditional 100-share requirement Future expansion to include Tesla, QQQ, SOXL, and Micron is already underway Trading volume for tokenized equity perpetuals surged
- [Energy and the Environment News -- ScienceDaily](https://wealthwisereport.com/energy/energy-and-the-environment-news-sciencedaily/): Oct. 13, 2025 — Humanity has reached the first Earth system tipping point, the widespread death of warm-water coral reefs, marking the beginning of irreversible planetary shifts. As global temperatures move beyond ... Oct. 7, 2025 — Solar energy is now the cheapest source of power worldwide, driving a massive shift toward renewables. Falling battery
- [This AI Fund Is Crushing QQQ, and Nvidia Is Barely 2% of It](https://wealthwisereport.com/fund/this-ai-fund-is-crushing-qqq-and-nvidia-is-barely-2-of-it/): A niche AI fund with almost no Nvidia is somehow lapping QQQ by a massive margin, and the reason why reveals a blind spot most investors have about where AI profits actually come from. If you own Invesco QQQ Trust (NASDAQ:QQQ) for AI exposure, you are essentially betting on one GPU maker and a handful
- [Cohen & Steers Closed-End Opportunity Fund, Inc. (FOF) Notification of Sources of Distribution Under Section 19(a) – Company Announcement](https://wealthwisereport.com/fund/cohen-steers-closed-end-opportunity-fund-inc-fof-notification-of-sources-of-distribution-under-section-19a-company-announcement/): NEW YORK , Aug. 28, 2026 /PRNewswire/ -- This press release provides shareholders of Cohen & Steers Closed-End Opportunity Fund, Inc. (NYSE: FOF) (the "Fund") with information regarding the sources of the distribution to be paid on August 31, 2026 and cumulative distributions paid fiscal year-to-date. In December 2021, the Fund implemented a
- [Google Health 5.07 Update Delivers Easier Logging And Better Maps](https://wealthwisereport.com/wealth-management/google-health-5-07-update-delivers-easier-logging-and-better-maps/): Google Health has started rolling out version 5.07 to users on both Android and iOS devices. While the update might not look like a major overhaul, it packs some important changes that make tracking your daily activity much easier. The search titan has focused on fixing a few bugs and improving how it handles data
- [Does my home insurance cover new plug-in solar panels?](https://wealthwisereport.com/insurance/does-my-home-insurance-cover-new-plug-in-solar-panels/): UK households can now legally plug compliant small solar panels directly into a regular wall socket, generating their own electricity without the same need for professional installation usually required for rooftop solar provided the product specification is compliant with the new legislation and used in line with manufacturer guidance. The change brings the UK in
- [Vanguard to acquire wealth platform Altruist in $4bn deal](https://wealthwisereport.com/wealth-management/vanguard-to-acquire-wealth-platform-altruist-in-4bn-deal/): Vanguard is set to make the biggest acquisition in its history after agreeing a deal to buy Altruist, a wealth technology and custody platform. The transaction is valued at around $4 billion in all-cash deal, according to a Reuters report. The move marks a significant departure for Vanguard which has tended to grow organically rather
- [£100k tax trap to hit 2.5 million taxpayers by 2031](https://wealthwisereport.com/tax/100k-tax-trap-to-hit-2-5-million-taxpayers-by-2031/): Childcare perks are also completely lost once either parent earns £100,000 or more.Michael Healy, of IG, said: “The £100,000 threshold is becoming increasingly detached from reality. It has been frozen since 2010, a time when Gordon Brown was our prime minister and Gary Neville still played for Manchester United.“Wages and inflation have risen sharply since
- [ZMO launches innovative crypto & stock trading platform powered by 1-click trading™](https://wealthwisereport.com/stock-brokers/zmo-launches-innovative-crypto-stock-trading-platform-powered-by-1-click-trading/): Apia, Samoa, August 28th, 2026, Chainwire ZMO has announced the official launch of its crypto exchange and stock futures platform, offering a simplified approach to trading through a 1-click experience. The platform combines professional-grade trading technology with an intuitive interface designed to make access to global financial markets more straightforward. Built by a team of
- [Buying health insurance in 2026? Check these 7 factors before choosing a policy](https://wealthwisereport.com/insurance/buying-health-insurance-in-2026-check-these-7-factors-before-choosing-a-policy/): As medical costs continue to rise, health insurance has become an essential part of financial planning. However, choosing a policy based solely on a low premium or a high sum insured can lead to complications and unexpected out-of-pocket expenses when a claim is filed.Before buying a new health insurance policy, policyholders should conduct due diligence
- [Scottish Government questioned over climate fund allocation](https://wealthwisereport.com/fund/scottish-government-questioned-over-climate-fund-allocation/): Public consultation closed in May 2023 but more than three years later it has never been published, and fresh calls have been made for its publication due to uncertainty over funding for an already-established fund. The Scottish Government launched the Just Transition Fund for the North East and Moray in 2022. Read More: The fund
- [Liberty Partners Wealth Management INC Continues to Advance the Development of Its Global Equity Trading and Investment Services Platform](https://wealthwisereport.com/wealth-management/liberty-partners-wealth-management-inc-continues-to-advance-the-development-of-its-global-equity-trading-and-investment-services-platform/): New York, United States, August 28, 2026 -- As global capital markets continue to evolve, the way investors participate in the equity markets is becoming increasingly professionalized, digitalized, and systematic. In response to a constantly changing market environment, Liberty Partners Wealth Management INC continues to advance the development of a trading and investment services platform
- [TCW Global Real Estate Fund Q2 2026 Portfolio Update](https://wealthwisereport.com/fund/tcw-global-real-estate-fund-q2-2026-portfolio-update/): TCW is a leading global asset management firm with more than five decades of investment experience and a broad range of products across fixed income, equities, emerging markets, and alternative investments. TCW’s clients include many of the world’s largest corporate and public pension plans, financial institutions, endowments and foundations, as well as financial advisors and
- [Avoid these 5 pitfalls in your cybersecurity technology PoC](https://wealthwisereport.com/technology/avoid-these-5-pitfalls-in-your-cybersecurity-technology-poc/): A proof of concept is an important step in the cybersecurity technology purchasing process, letting decision-makers take a new tool or service for a structured test drive in their own environment.According to experts, a PoC is most useful when a CISO has questions about a technology that the vendor cannot fully address in a sales
- [What is a sinking fund, and why do you need one?](https://wealthwisereport.com/fund/what-is-a-sinking-fund-and-why-do-you-need-one/): Budgeting for regular bills and monthly necessities is helpful, but what about those expenses that only come occasionally? Irregular expenses can be hard to plan for, but a sinking fund can help. A sinking fund helps you save for an irregular, but planned, expense over time. Rather than taking on debt or dipping into your
- [Andy Burnham faces pressure on council tax as two thirds of Brits brand system unfair](https://wealthwisereport.com/tax/andy-burnham-faces-pressure-on-council-tax-as-two-thirds-of-brits-brand-system-unfair/): EXCLUSIVE: Reducing or replacing council tax was the second most popular measure (34%) to ease pressure on household - just behind cutting energy bills (49%), according to a poll17:02, 27 Aug 2026Updated 17:03, 27 Aug 2026A majority of voters think council tax is unfair and worry about paying their bills(Image: Getty Images/EyeEm)Nearly two thirds (63%)
- [Council tax should be replaced with new property levy, Burnham told](https://wealthwisereport.com/tax/council-tax-should-be-replaced-with-new-property-levy-burnham-told/): WEATHER Thunderstorms expected across England and Wales Flooding has hit part of the West Midlands as thunderstorms are expected across large areas of England and Wales.A yellow thunderstorm warning has been issued from 5am until 10pm on Thursday. What the warning says The yellow warning covers swathes of the country, from Norwich and London to Cardiff and
- [HMRC could raid your bank account for tax debt under new powers with deadline this week](https://wealthwisereport.com/tax/hmrc-could-raid-your-bank-account-for-tax-debt-under-new-powers-with-deadline-this-week/): Under current rules, the tax office can apply to take money directly out of the bank accounts of people who owe more than £1,000 - but it could be set to lower this threshold16:20, 27 Aug 2026Updated 16:39, 27 Aug 2026HMRC wants to tackle smaller tax debts (Image: coldsnowstorm via Getty Images)HMRC could soon be
- [A new energy scheme gives Australians three hours of free power a day – but there could be an expensive catch | Renewable energy](https://wealthwisereport.com/energy/a-new-energy-scheme-gives-australians-three-hours-of-free-power-a-day-but-there-could-be-an-expensive-catch-renewable-energy/): A government energy deal that promised three free hours of power to houses without solar panels carries higher charges that make it an expensive option for many households, observers say.Solar Sharer was switched on in July, with customers in Queensland, New South Wales and South Australia able to opt in to the plan, which includes
- [Wells Fargo Lures Advisers With Independent Model](https://wealthwisereport.com/wealth-management/wells-fargo-lures-advisers-with-independent-model/): The latest recruiting push is focused on attracting so-called independent advisers, those who aren’t full-time employees of the bank but use its infrastructure. Those advisers have brought in $17 billion so far this year, on top of the $24 billion that new, full-time advisers have added.The hiring spree has helped offset the flood of departures
- [Capital gains tax haul soars as 181,000 more investors pay up](https://wealthwisereport.com/tax/capital-gains-tax-haul-soars-as-181000-more-investors-pay-up/): For the first time, HMRC also released data on the profits of cryptocurrency investors. In 2024-25, 17,600 investors declared £1.38bn of crypto asset gains.But David Conway, of tax firm Crowe, said the total number of crypto investors in the country was likely to be much higher.He added: “Too many people still do not realise that
- [Life insurance vs income protection vs critical illness – which is actually worth buying?](https://wealthwisereport.com/insurance/life-insurance-vs-income-protection-vs-critical-illness-which-is-actually-worth-buying/): Protecting your family and household income against some of life’s financial disasters is important. But working out which type of insurance you need can be confusing.Life insurance, income protection and critical illness cover all provide a financial safety net, but they protect against very different risks. Some policies pay out if you die, while others
- [Transact Media Group expands beyond media with new products and strategic investments](https://wealthwisereport.com/investments/transact-media-group-expands-beyond-media-with-new-products-and-strategic-investments/): Transact Media Group (TMG) is entering its next phase of growth with the launch of new products, strategic investments in Bank Media Network and AuthVoice and an expanding ecosystem designed to connect media, data, commerce and transactions.Following 5x year-on-year growth across its core media, data and performance business, TMG is expanding into transactional data, product
- [Health is more than hospitals and clinics](https://wealthwisereport.com/wealth-management/health-is-more-than-hospitals-and-clinics/): Dear Editor, The response to interviews conducted by Health and Wellness Minister Dr Christopher Tufton on masturbation by your letter writer P Chin — published on August 25 — did not come as a surprise as most Jamaicans are uncomfortable with topics considered taboo. Chin has joined many others in complaining about the health sector
- [DCCI urges businesses to adopt automated revenue management, digital services](https://wealthwisereport.com/wealth-management/dcci-urges-businesses-to-adopt-automated-revenue-management-digital-services/): Dhaka Chamber of Commerce and Industry (DCCI) President Taskeen Ahmed today 27 (August) urged businesses to effectively use the government's automated revenue management systems and digital services to ensure compliance and overcome existing barriers to tax payment. He made the call while inaugurating a workshop titled "Changes in VAT, Tax, Customs Duty and Personal e-Return
- [Bedfont® Scientific Limited recognized among Investec’s selected investments for 2025](https://wealthwisereport.com/investments/bedfont-scientific-limited-recognized-among-investecs-selected-investments-for-2025/): Bedfont®, a world leader in breath analysis, has been recognized as one of Investec Direct Lending’s selected investments for 2025 following Keensight Capital’s majority investment in the company. The inclusion highlights Bedfont’s position as a leading UK medical technology innovator and reflects confidence from both Keensight and Investec in the company’s long-term growth strategy. Why
- [New HMRC tax rules could criminalise ‘reckless’ errors – what you need to know](https://wealthwisereport.com/tax/new-hmrc-tax-rules-could-criminalise-reckless-errors-what-you-need-to-know/): Submitting false tax information ‘recklessly’ could become a criminal offence under new powers being considered by HMRC. While deliberate tax evasion is already illegal, the proposed rules would extend criminal prosecution to ‘reckless’ false statements on direct taxes. However, HMRC says genuine mistakes won't be covered by the new offence. Here, Which? explains what the proposed rules
- [Heatwave disrupts 99% of energy projects in the UK](https://wealthwisereport.com/energy/heatwave-disrupts-99-of-energy-projects-in-the-uk/): The recent UK heatwave affected 99% of energy projects, with nearly two-thirds of project professionals reporting significant disruption, new research has found. A survey of 1,008 UK-based project professionals by the Association for Project Management (APM) found that extreme temperatures affected programmes through changes to working hours, postponements and reduced productivity. Across all sectors surveyed,
- [No more energy bills support likely before price cap rise, say UK government sources | Energy industry](https://wealthwisereport.com/energy/no-more-energy-bills-support-likely-before-price-cap-rise-say-uk-government-sources-energy-industry/): Households are unlikely to receive further energy bills support before the October price cap, though more targeted measures could be looked at if there is a further shock in January, government sources said.Gas and electricity prices will rise by 4% from October under the new cap. The government has already removed VAT from domestic electricity
- [Sainsbury's Tu rolls out RFID technology to 400 stores](https://wealthwisereport.com/technology/sainsburys-tu-rolls-out-rfid-technology-to-400-stores/): RFID technology, which uses radio waves to automatically identify and track data between tags and readers, will be fully implemented across Tu‘s clothing departments within the Sainsbury’s store estate by early next month. The rollout follows a successful pilot earlier this year, which has allowed the supermarket fashion giant to improve its stock level visibility,
- [Property Management Explained: Definitions, Roles, and Duties](https://wealthwisereport.com/property/property-management-explained-definitions-roles-and-duties/): Key Takeaways Property management entails the daily oversight and maintenance of residential, commercial, and industrial properties by third-party contractors. Property managers handle responsibilities such as tenant screening, leasing, maintenance, and rent collection, freeing owners from daily operations. Different property types require specialized management, complying with state and local regulations is essential for property managers. Hiring
- [Victory Capital Holdings to acquire First Eagle Investments for $7bn](https://wealthwisereport.com/investments/victory-capital-holdings-to-acquire-first-eagle-investments-for-7bn/): To continue reading this article... Join Investment Week today Free for those involved in advising, managing and/or analysing investments or £1 per day for professionals outside of these roles. Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space Get ahead of
- [Insurance AI Implementation: Why The Software Playbook Doesn’t Work](https://wealthwisereport.com/insurance/insurance-ai-implementation-why-the-software-playbook-doesnt-work/): Chaz Perera is the Co-Founder and CEO of Bevaya, an AI agent platform built for insurance.​Insurance companies have been used to buying software for so long that when it comes time to transition over to insurance AI tools, they continue their same approach. You evaluate options, select a vendor, implement, go live and consider yourself
- [Ventures Platform secures $84 million for second pan-African tech Fund](https://wealthwisereport.com/fund/ventures-platform-secures-84-million-for-second-pan-african-tech-fund/): Ventures Platform, an African seed stage venture capital firm, has announced the final close of its second institutional fund, Ventures Platform Pan African Fund II, at $84 million, exceeding its initial $75 million target. The fund closed three years after the firm raised its first institutional fund and amid a more cautious global venture capital
- [Household energy bills to hit three-year high as Ofgem announces 4% rise from October](https://wealthwisereport.com/energy/household-energy-bills-to-hit-three-year-high-as-ofgem-announces-4-rise-from-october/): Prime Minister Andy Burnham acknowledged people would find the increase "difficult" but highlighted his move to cut VAT from electricity bills, which he said would help from October.He said the government would "continue to look... at how we get energy prices down in the long term".As well as the VAT cut, the government said the
- [Tax, Wealth Firm HBK Staked by External Investor H.I.G.](https://wealthwisereport.com/wealth-management/tax-wealth-firm-hbk-staked-by-external-investor-h-i-g/): HBK, a Canfield, Ohio-based tax and wealth management firm, has sold a stake to H.I.G. Capital, a Miami-based alternative investment firm with $75 billion of capital under management.The investment includes backing for HBKS Wealth Advisors, a registered investment advisor with $7.7 billion in assets under management, according to its latest Form ADV. H.I.G. said it
- [Councils in England given permission to introduce bumper council tax rises next year - full list](https://wealthwisereport.com/tax/councils-in-england-given-permission-to-introduce-bumper-council-tax-rises-next-year-full-list/): The maximum amount most councils in England can normally raise bills without a referendum is 5% - but six councils have been granted powers to introduce bigger hikesThousands of households look set to be hit with bumper council tax rises(Image: Drazen Zigic via Getty Images)Hundreds of thousands of households face bumper council tax rises next
- [Northern Trust (NASDAQ:NTRS): Why Is It in Focus After It expanded its wealth-management team in New York?](https://wealthwisereport.com/wealth-management/northern-trust-nasdaqntrs-why-is-it-in-focus-after-it-expanded-its-wealth-management-team-in-new-york/): Highlights Northern Trust issued a fresh update tied to expanded wealth-management team in New York. The development puts wealth services, client coverage, and asset gathering at the center of the company narrative. Execution, customer response, and disciplined follow-through will determine the longer-term relevance. What Changed in the Latest Update Northern Trust (NASDAQ:NTRS) Financial Services Northern
- [Robinhood Chain Stock Tokens Drive $85M Trading Day](https://wealthwisereport.com/stock-brokers/robinhood-chain-stock-tokens-drive-85m-trading-day/): TLDR Robinhood Chain recorded a new daily RWA trading volume high of $85.1 million on August 25. Tokenized stocks led activity with $66.6 million, representing about 78% of total daily volume. Memecoin-versus-stock pairs contributed $10.4 million, down sharply from their dominant share in late July. ETFs and treasuries generated $4.8 million, while commodities added another
- [Britons face highest price cap in three years as energy bills rise 4% from October | Energy bills](https://wealthwisereport.com/energy/britons-face-highest-price-cap-in-three-years-as-energy-bills-rise-4-from-october-energy-bills/): Millions of households in Great Britain will face the highest energy charges in three years this winter after months of soaring market prices caused the government’s price cap to rise for a second time in three months.Gas and electricity prices will rise by 4% from October under the new cap, months after climbing 13% at
- [Burnham urged to tax wealthy pensioners](https://wealthwisereport.com/tax/burnham-urged-to-tax-wealthy-pensioners/): The IPPR has released its proposal as John Healey, the Chancellor, seeks to raise funds for his Budget on Oct 28.The report is likely to carry influence in Westminster owing to the close ties between the think tank and Mr Burnham’s political allies.Its alumni include James Purnell, Mr Burnham’s chief of staff, Miatta Fahnbulleh, the
- [UK energy secretary says looking at ‘what more we can do’ as typical annual bill rises to £1,723 from October – business live | Business](https://wealthwisereport.com/energy/uk-energy-secretary-says-looking-at-what-more-we-can-do-as-typical-annual-bill-rises-to-1723-from-october-business-live-business/): Key eventsAlex Chapman, head of economic and environmental policy, at the New Economics Foundation, another think tank, said continued reliance on fossil fuels is the cause behind the energy price rollercoaster – and the answer is moving to reliable renewable energy like wind and solar power. double quotation markToday’s price cap announcement will be frightening
- [Burnham says rising energy prices are ‘difficult’ as typical annual bill rises to £1,723 from October – business live | Business](https://wealthwisereport.com/energy/burnham-says-rising-energy-prices-are-difficult-as-typical-annual-bill-rises-to-1723-from-october-business-live-business/): Burnham recognises rising energy bills are 'difficult for people'Andy Burnham has said rising energy bills are “difficult” for people after Ofgem raised its price cap by 4% to a three-year high and analysts forecast a further 9% hike from January.Speaking to reporters from a supermarket in London, the prime minister said: double quotation markIt’s difficult
- [Growhill Wealth Launches AI Workforce to Power Independent Advisors Across Asia](https://wealthwisereport.com/wealth-management/growhill-wealth-launches-ai-workforce-to-power-independent-advisors-across-asia/): The rebranded Hong Kong platform, formerly GROW Digital Wealth, rolls out an AI-powered workforce across its network of 200 advisors as it accelerates expansion in the world's leading wealth hub HONG KONG, Aug. 26, 2026 /PRNewswire/ -- Growhill Wealth, an AI-native and licensed wealth platform, today announced the launch of its agentic AI workforce designed for
- [Vet fees pushing pet owners into debt - will insurance help?](https://wealthwisereport.com/insurance/vet-fees-pushing-pet-owners-into-debt-will-insurance-help/): Vet bills are pushing pet owners into debt, with more than a third turning to credit cards to cover the cost of treatment.Investec’s research found some owners are taking years to clear their debts and, because of interest, could end up paying far more than what was originally borrowed.Pet insurance can help to soften the
- [Future Fund CEO Raphael Arndt to step down after delivering stellar 14.8 per cent annual return](https://wealthwisereport.com/fund/future-fund-ceo-raphael-arndt-to-step-down-after-delivering-stellar-14-8-per-cent-annual-return/): Future Fund chief executive Raphael Arndt has denied that his departure from the $356 billion sovereign wealth fund is linked to lingering cultural concerns about the institution, as he prepares to sign off on a six-year tenure during which its assets swelled by more than $150 billion.The announcement that Arndt would leave at the end
- [Western Digital vs. Seagate Technology: Which Data Storage Stock Is the Better Buy?](https://wealthwisereport.com/technology/western-digital-vs-seagate-technology-which-data-storage-stock-is-the-better-buy/): Western Digital (WDC +3.53%) and Seagate Technology (STX +3.40%) have both outpaced the S&P 500 by a wide margin this year, driven by their data storage products. Solid-state and hard-disk drives have become critical hardware for the artificial intelligence build-out, and both companies specialize in those products. While both growth stocks have performed well, if
- [Tax wealthy pensioners to bail out Britain, Labour urged](https://wealthwisereport.com/tax/tax-wealthy-pensioners-to-bail-out-britain-labour-urged/): The IPPR has released its proposal as John Healey, the Chancellor, seeks to raise funds for his Budget on Oct 28.The report is likely to carry influence in Westminster owing to the close ties between the think tank and Mr Burnham’s political allies.Its alumni include James Purnell, Mr Burnham’s chief of staff, Miatta Fahnbulleh, the
- [Tungsten West lands up to £71m from National Wealth Fund](https://wealthwisereport.com/fund/tungsten-west-lands-up-to-71m-from-national-wealth-fund/): The embattled company attempting to revive a tungsten and tin mine in Devon has secured an injection of up to £71 million from the taxpayer-backed National Wealth Fund, less than two years after warning that its future was in doubt. The fund will make an equity investment of £36 million in Tungsten West, the Aim-listed
- [Vanguard Growth Index Fund Admiral Shares (VIGAX): What Investors Should Know](https://wealthwisereport.com/fund/vanguard-growth-index-fund-admiral-shares-vigax-what-investors-should-know/): © Andrew Angelov / Shutterstock.com Four stocks account for roughly 44.6% of Vanguard Growth Index Fund Admiral Shares (VIGAX). If you own this fund, you own a concentrated bet on NVIDIA, Apple, Alphabet, and Microsoft, wrapped in an index label. That is the story worth understanding before another dollar goes in. VIGAX is the Admiral
- [US investigates trades made by ‘golden child’ of AI’s hedge fund](https://wealthwisereport.com/fund/us-investigates-trades-made-by-golden-child-of-ais-hedge-fund/): US regulators have launched an investigation into the near collapse of a hedge fund run by the man called the “golden child” of the AI boom.The Securities and Exchange Commission (SEC) has reportedly sent subpoenas to several major Wall Street banks, seeking details on the timing of trades by Situational Awareness, an AI-focused hedge ​fund.The
- [MEXC Ventures Asia TradFi report: Stock futures volume surges 3,308%, and 87.2% of users plan to increase TradFi trading](https://wealthwisereport.com/stock-brokers/mexc-ventures-asia-tradfi-report-stock-futures-volume-surges-3308-and-87-2-of-users-plan-to-increase-tradfi-trading/): Mutsamudu, Comoros, August 25, 2026 – MEXC Ventures and Blockworks Research have jointly released The Cross Asset Shift, a new industry report examining how crypto users in Asia are trading gold, stocks, and other traditional financial assets through CEXs. The report explores why Futures have become the primary vehicle for cross-asset trading and why adoption is particularly strong in Asia.
- [Bloom Energy Climbs 5% on Nancy Pelosi Disclosure, FuelCell Rises 4%, Plug Power Advances 2%](https://wealthwisereport.com/energy/bloom-energy-climbs-5-on-nancy-pelosi-disclosure-fuelcell-rises-4-plug-power-advances-2/): © Drew Angerer / Getty Images News via Getty Images Shares of Bloom Energy (NYSE:BE) are up 5% to $214.98 in early Tuesday trading, and FuelCell Energy (NASDAQ:FCEL) stock is up 4% to $19.45. The Global X Hydrogen ETF (NASDAQ:HYDR) sits unchanged at $42.34 while two of its largest U.S. components rally. That’s the framing
- [Automatic claim payouts key to embedded insurance growth](https://wealthwisereport.com/insurance/automatic-claim-payouts-key-to-embedded-insurance-growth/): Automatic claim payouts key to embedded insurance growth - Insurance Post Skip to main content Close navigation menu End of drawer navigation content Demand for embedded insurance is outpacing its availability, as three-quarters of almost 1,400 consumers polled revealed they would buy more protection if claims were paid automatically.Cover Genius published the results of a
- [This Stock Grew About 500% in the Past 5 Years. And No, It's Not an AI Stock.](https://wealthwisereport.com/stock-brokers/this-stock-grew-about-500-in-the-past-5-years-and-no-its-not-an-ai-stock/): There is a good chance you've never thought of Interactive Brokers (IBKR -0.87%) as a high-growth stock. That may be exactly why its performance is so interesting. During the past five years, Interactive Brokers' stock has gained nearly 500%, rising from about $15 to $93 (as of Aug. 24). Interactive Brokers isn't an artificial intelligence
- [Real estate fund merger proposed to create flagship £700m global strategy](https://wealthwisereport.com/fund/real-estate-fund-merger-proposed-to-create-flagship-700m-global-strategy/): Aberdeen Investments wants to combine its real estate funds Aberdeen Investments has proposed to investors combining its abrdn Real Estate Fund (aREF) and the abrdn Real Estate Feeder Fund with the abrdn Global Real Estate Fund (GREF) to create a flagship global hybrid real estate fund with more than £700 million in assets under management.
- [The Future Of Wealth Management: Owning A Client's Next Decision](https://wealthwisereport.com/wealth-management/the-future-of-wealth-management-owning-a-clients-next-decision/): Satish Avhad, Consulting Partner, Global Practice Head, Wealth Management, Wipro Consulting.​A business owner sells a company for $50 million. Within days, that event can trigger liquidity planning, tax strategy, estate restructuring, lending decisions, insurance reviews and private-market allocations. Yet, inside many wealth firms, those decisions still move across separate teams, systems and approval paths. The
- [International wealth insurance: a huge opportunity in an unexplored market](https://wealthwisereport.com/wealth-management/international-wealth-insurance-a-huge-opportunity-in-an-unexplored-market/): The international wealth insurance market has grown significantly over the past two years, with sales increasing markedly from £36.4bn to £53bn between 2023 and 2025, according to the latest Utmost market study conducted by NMG Consulting. That is a sizeable expansion, reflecting a longer-term evolution in the needs and priorities of high-net-worth and internationally mobile families
- [Repositioning Fortis Global Insurance for growth](https://wealthwisereport.com/insurance/repositioning-fortis-global-insurance-for-growth/): …as firm bets on technology, customer trust Fortis Global Insurance Plc is moving into a new phase of growth after successfully strengthening its capital base, settling legacy obligations and restoring stability to its operations, with management now turning its attention to expanding premiums, improving customer service and using technology to deepen insurance penetration. Bode Akinboye,
- [AJ Bell partners with Daintree Wealth Management on ‘Model B’ solution](https://wealthwisereport.com/wealth-management/aj-bell-partners-with-daintree-wealth-management-on-model-b-solution/): AJ Bell has added Daintree Wealth Management as a partner firm to its ‘Model B’ Custody Solutions business. AJ Bell Custody Solutions is for advisers looking for more control and flexibility over the client experience. Firms partnering with AJ Bell Custody Solutions own the client proposition, while the underlying operational and back-office proposition – including
- [Xitus Expands INTX Re/Insurance System](https://wealthwisereport.com/insurance/xitus-expands-intx-re-insurance-system/): INTX Insurance Software announced the “continued expansion of the INTX [Re]Insurance Operating System within Xitus Re Ltd., the Bermuda-based P&C runoff reinsurer, as Xitus expands across increasingly complex portfolios, transaction structures and jurisdictions.” A spokesperson said, “At the center of Xitus’ assumed reinsurance operations is INTX Re, INTX’s purpose-built assumed reinsurance platform. INTX Re supports
- [How extreme weather threatens energy security — from jellyfish swarms to ‘Super El Niño’](https://wealthwisereport.com/energy/how-extreme-weather-threatens-energy-security-from-jellyfish-swarms-to-super-el-nino/): This article is an on-site version of our Energy Source newsletter. Premium subscribers can sign up here to get the newsletter delivered every Tuesday and Thursday. Standard subscribers can upgrade to Premium here, or explore all FT newslettersHello and welcome to Energy Source, coming to you from New York where the Trump administration is fighting an economic
- [Government issues update on support for £1,729 energy bills as £150 Warm Home Discount 'not enough'](https://wealthwisereport.com/energy/government-issues-update-on-support-for-1729-energy-bills-as-150-warm-home-discount-not-enough/): Ministers are looking at more support for households struggling with energy bills as they are due to rise to their highest level for three yearsOfgem will issue its latest price cap on August 26(Image: Getty Images)Ministers have said they are looking at “a range of support” for vulnerable households struggling with rising bills as they
- [RIA Edge Podcast: Edelman Financial Engines CEO Ralph Haberli](https://wealthwisereport.com/wealth-management/ria-edge-podcast-edelman-financial-engines-ceo-ralph-haberli/): In this episode of the RIA Edge Podcast, host David Armstrong speaks with Ralph Haberli, CEO of Edelman Financial Engines, about how the firm connects workplace retirement relationships with broader wealth planning and continues to grow at scale.Ralph shares how retirement plan participants can develop into long-term planning clients, why the firm has made planner
- [Fidelity Government Money Market Fund (SPAXX): What Investors Should Know](https://wealthwisereport.com/fund/fidelity-government-money-market-fund-spaxx-what-investors-should-know/): If you have a Fidelity brokerage account, there is a good chance your uninvested cash is already sitting in Fidelity Government Money Market Fund (NASDAQ:SPAXX) and you have never given it a second thought. Fidelity parks uninvested cash in SPAXX by default, and most investors never look. That is fine for a while. It becomes
- [Millions more people now paying higher rates of income tax](https://wealthwisereport.com/tax/millions-more-people-now-paying-higher-rates-of-income-tax/): New analysis also suggests more than 700,000 people are now caught by the effective 60 per cent tax rate on earnings over £100,000.Mansion tax and private jet levy to be introduced in ScotlandMillions more people are paying higher rates of income tax compared with the start of the century, according to new analysis of how
- [Philippine regulator targets stock brokers in next reform push](https://wealthwisereport.com/stock-brokers/philippine-regulator-targets-stock-brokers-in-next-reform-push/): MANILA (Bloomberg): The Philippines’ corporate regulator is looking to increase the minimum capital requirement for stock brokers as it forges ahead with reforms despite pushback from some market participants.The Securities and Exchange Commission may increase the capital requirement for stock brokers to more than 100 million pesos ($1.6 million), an amount set 25 years ago, Chairman
- [Bloom Energy vs. Plug Power: 1 Stock Clearly Wins the AI Revenue Race](https://wealthwisereport.com/energy/bloom-energy-vs-plug-power-1-stock-clearly-wins-the-ai-revenue-race/): Bloom Energy: Evaluating Recent Upswings in Quarterly Revenue GenerationBloom Energy (BE +1.28%) makes solid-oxide fuel cell systems that utilize an electrochemical process to convert various fuel sources directly into onsite electricity for critical infrastructure clients.It recently expanded a multibillion-dollar infrastructure financing arrangement and reported a net income margin of 18% for the quarter ended June
- [The Truth About AI-Powered Insurance Leads](https://wealthwisereport.com/insurance/the-truth-about-ai-powered-insurance-leads/): David Price is the CEO and Founder of The Price Group, one of the fastest-growing insurance agencies in the country.AI-powered insurance leads can help agents create more consistent sales opportunities, but they are not a shortcut to success. The real value comes from combining better technology with fast follow-up, strong sales skills and a system
- [P&O Cruises 'travel insurance rule' passengers must follow or risk denied boarding](https://wealthwisereport.com/insurance/po-cruises-travel-insurance-rule-passengers-must-follow-or-risk-denied-boarding/): Guests should be aware of the policy ahead of any upcoming bookings11:48, 24 Aug 2026Updated 11:49, 24 Aug 2026The travel rules help to keep everyone safe (stock photo)(Image: Getty)All passengers making bookings with P&O Cruises should be aware of the cruise line's travel rules. The holiday firm has a travel insurance policy, and everyone on
- [Barings taps DWS veteran to lead U.S. wealth push](https://wealthwisereport.com/wealth-management/barings-taps-dws-veteran-to-lead-u-s-wealth-push/): New role puts DWS veteran Brian Maute in charge of expanding Barings' reach across RIAs, broker-dealers and private banks. Barings has named Brian Maute Head of U.S. Wealth, a newly created role charged with expanding the $502 billion alternative asset manager's reach across the intermediary channel. The firm announced Monday that Maute will lead Barings' U.S.
- [Verdera Energy to Sponsor and Attend the Los Alamos Nuclear Forum – Company Announcement](https://wealthwisereport.com/energy/verdera-energy-to-sponsor-and-attend-the-los-alamos-nuclear-forum-company-announcement/): VANCOUVER, BC , Aug. 24, 2026 /CNW/ -- Verdera Energy Corp. (TSXV: V) (OTCQB: VUECF) ("Verdera" or the "Company") announced today that Janet Lee-Sheriff, Chief Executive Officer, will deliver welcoming remarks, along with Scott Lopez, the Founder and Chief Executive Officer of the New Mexico Nuclear Alliance, at the 1st Los Alamos Nuclear Forum.
- [Sun Life adds Online Counselling to its connected health supports designed around Canadians' lives – Company Announcement](https://wealthwisereport.com/wealth-management/sun-life-adds-online-counselling-to-its-connected-health-supports-designed-around-canadians-lives-company-announcement/): New service expands Sun Life's connected care experience, helping Canadians access mental health support and continue managing their health in one place. TORONTO , Aug. 24, 2026 /CNW/ -- Sun Life announced the launch of Online Counselling, by Dialogue, giving Canadians a new way to connect with
- [Active allocations set to rise in 2027, fund selectors' survey shows](https://wealthwisereport.com/fund/active-allocations-set-to-rise-in-2027-fund-selectors-survey-shows/): Global uncertainty and higher interest rates are pushing fund selectors towards active strategies, with allocations expected to increase next year, according to research from UK-based Rathbones Asset Management. The study, covering independent financial advisers, discretionary fund managers and private bank fund selectors managing around £234 billion for retail clients, found that 53% of respondents are
- [Funding the future: the Kurdistan Film Fund’s vision for Kurdish cinema | Promotion](https://wealthwisereport.com/fund/funding-the-future-the-kurdistan-film-funds-vision-for-kurdish-cinema-promotion/): Launched at the Cannes Film Festival and now preparing to open its first call for applications, the Kurdistan Film Fund represents a major new investment in Kurdish storytelling, talent and the long-term future of the region’s audiovisual industry. For generations, Kurdish stories have travelled across borders, passed between communities and survived through language, memory and
- [Flexible in Name and Action: Tracing Bajaj Finserv Flexi Cap Fund’s Changing Portfolio](https://wealthwisereport.com/fund/flexible-in-name-and-action-tracing-bajaj-finserv-flexi-cap-funds-changing-portfolio/): Source: ACE MF and Internal. Above numbers are rebased to 100%. Portfolio will be managed as per stated Investment objective, investment strategy & asset allocation in the Scheme Information Document (SID) and is subject to the changes within provisions of SID of the Scheme. To download the complete portfolio, please visit https://www.bajajamc.com/downloads Past performance may
- [Hang Seng Bank doubles down on wealth hubs despite Beijing’s tighter investment scrutiny](https://wealthwisereport.com/wealth-management/hang-seng-bank-doubles-down-on-wealth-hubs-despite-beijings-tighter-investment-scrutiny/): Hang Seng Bank says it continues to invest in its wealth centre network to capture growing demand from high-net-worth clients, even as Hong Kong’s wealth management industry faces uncertainty amid Beijing’s tighter scrutiny of mainland Chinese investors’ cross-border investments.The Hong Kong lender recently opened a new wealth management centre at Hysan Place in Causeway Bay,
- [T. Rowe Price to Acquire F/m Investments](https://wealthwisereport.com/investments/t-rowe-price-to-acquire-f-m-investments/): T. Rowe Price Group, Inc., a global investment management firm, has announced an agreement to acquire F/m Investments LLC, the fixed income asset manager and ETF specialist with approximately $19 billion in assets under management as of July 31, 2026, across exchange-traded funds (ETFs), institutional separate accounts, and both taxable and municipal separately managed accounts
- ['Will my pension be subject to inheritance tax and income tax?'](https://wealthwisereport.com/tax/will-my-pension-be-subject-to-inheritance-tax-and-income-tax/): My estate is going to exceed the available inheritance tax allowances, partly due to my pension pot. I’m aware that from 6 April 2027, money left in the pension will form part of my estate when calculating the inheritance tax due. If the money in the pension pot is used to pay inheritance tax, will this still
- [Mercer names Thomas Cannataro as US wealth management leader](https://wealthwisereport.com/wealth-management/mercer-names-thomas-cannataro-as-us-wealth-management-leader/): Thomas Cannataro, head of US wealth management at Mercer. Firm taps BlackRock veteran to lead US wealth management growth strategy. Mercer has appointed Thomas Cannataro as its US Wealth Management Leader, effective immediately, tapping a BlackRock veteran with more than two decades of experience in the wealth advisory space to accelerate growth across one of
- [Invesco Discovery Mid Cap Growth Fund Q2 2026 Portfolio Performance](https://wealthwisereport.com/fund/invesco-discovery-mid-cap-growth-fund-q2-2026-portfolio-performance/): Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider
- [Energy companies on high alert after Iranian cyber attack on power plant](https://wealthwisereport.com/energy/energy-companies-on-high-alert-after-iranian-cyber-attack-on-power-plant/): Government Communications Headquarters (GCHQ) has put energy companies on high alert after Iranian hackers shut down a British power plant.Government officials have briefed energy bosses with “advice, direction and next steps” after a cyber attack forced a power-generation plant offline for four days.The attack is believed to have been carried out in July by an
- [Five popular food pairings that are quietly harming your health](https://wealthwisereport.com/wealth-management/five-popular-food-pairings-that-are-quietly-harming-your-health/): “This is one of the better-established food interactions,” Hobson explains. Coffee contains micronutrients called polyphenols that prevent and reverse damage to our cells, making them highly beneficial for our health. Cereal, meanwhile, is fortified with vitamins including iron, which our bodies need to make red blood cells. Around three in 10 people in the UK
- [Simple guide to building the ultimate investment portfolio you won't have to change for a decade](https://wealthwisereport.com/investments/simple-guide-to-building-the-ultimate-investment-portfolio-you-wont-have-to-change-for-a-decade/): Over the past 40 years, I’ve learnt a lot about investing effectively. Some of the lessons have been financially painful ones – for example, selling at a loss investments I should never have bought in the first place.However, I believe they have made me a better, shrewder investor. You learn from your mistakes.Despite hitting my
- [Commercial Bank recognised as ‘Best Wealth Management Bank’ at TAB Global Middle East Awards 2026](https://wealthwisereport.com/wealth-management/commercial-bank-recognised-as-best-wealth-management-bank-at-tab-global-middle-east-awards-2026/): Doha, Qatar: Commercial bank has been recognised as the ‘Best Wealth Management Bank in Qatar’ at the TAB Global Middle East Awards 2026. This award is in recognition of Commercial Bank’s continued very strong position in wealth management and the growing suite of personalised, advice-led investment solutions it offers. Over the past four years, Commercial
- [UK energy companies on alert after ‘Iran-linked hackers’ shut down ‘peaker’ plant](https://wealthwisereport.com/energy/uk-energy-companies-on-alert-after-iran-linked-hackers-shut-down-peaker-plant/): Stay informed with free updatesSimply sign up to the UK energy myFT Digest -- delivered directly to your inbox.Britain’s power companies have been put on alert after hackers thought to be affiliated with the Iranian regime shut down a small UK energy facility. Energy bosses have been briefed by Britain’s security chiefs on the successful
- [The 5 Most Energy Efficient Refrigerators You Can Buy In 2026](https://wealthwisereport.com/energy/the-5-most-energy-efficient-refrigerators-you-can-buy-in-2026/): Onurdongel/Getty Images When you go shopping for a new refrigerator, you're probably thinking mainly about storage capacity, appearance, maybe some smart features... but what about energy efficiency? In 2026, it's a factor just as worthy of consideration as the others. After all, the fact that
- [Energy UK says struggling households need more support with bills](https://wealthwisereport.com/energy/energy-uk-says-struggling-households-need-more-support-with-bills/): Higher energy bills this winter mean the government should step in to provide more help for households most in need, the body representing energy firms in the UK has said.Stubbornly high prices over the last few years have left some people needing "emergency support" over and above the existing £150 Warm Home Discount, Energy UK
- [He Sold Nothing in the 2022 Crash. He Swapped Into a Similar Fund for a Week, Booked $90,000 of Losses, and Hasn't Paid Capital-Gains Tax Since.](https://wealthwisereport.com/fund/he-sold-nothing-in-the-2022-crash-he-swapped-into-a-similar-fund-for-a-week-booked-90000-of-losses-and-hasnt-paid-capital-gains-tax-since/): © Worawee Meepian / iStock via Getty Images If you hold stocks or funds in a regular taxable brokerage account, there is a legal move sitting inside it that the IRS wrote into the code itself: tax-loss harvesting. You sell a position that is underwater, immediately buy a similar (but not identical) fund to stay
- [Burnham 'mansion tax police' could demand entry to people's homes under new rules](https://wealthwisereport.com/tax/burnham-mansion-tax-police-could-demand-entry-to-peoples-homes-under-new-rules/): Live in a house that could be worth £2,000,000? No? Then don't worry. Yes? Well, the HRMC valuation agents could soon be knocking on your door.There are set be hefty fines handed out if you refuse to open it, as well.Already dubbed the 'council tax police' by critics, agents are set to be deployed to
- [Commercial Bank wins ‘Best Wealth Management Bank in Qatar’ award](https://wealthwisereport.com/wealth-management/commercial-bank-wins-best-wealth-management-bank-in-qatar-award/): Commercial Bank has been recognised as the ‘Best Wealth Management Bank in Qatar’ at the TAB Global Middle East Awards 2026. The award recognises Commercial Bank’s continued very strong position in wealth management and the growing suite of personalised, advice-led investment solutions it offers.Over the past four years, Commercial Bank has significantly grown its Wealth Management advisory business through concerted investment in people, technological platforms, and innovative products while providing access to a broad range of asset classes across local and global financial markets. Stephen Moss, GCEO of Commercial Bank, said: “Being recognised as the Best Wealth Management Bank in Qatar is a testament to the success of our strategy to build a differentiated wealth management platform centred on trust, expertise, and personalisation. “With the ongoing importance of wealth creation and preservation for our clients, we are committed to broadening access to more sophisticated investment opportunities, enhancing our advisory capabilities, and delivering holistic solutions that support their financial ambitions. This recognition motivates us to continue to strive to set new standards of excellence in wealth management.”The recognition also reflects Commercial Bank’s commitment to continuously evolving its wealth management proposition, deepening client relationships, and delivering sustainable growth through innovative and tailored financial solutions. Source link
- [Clean Energy Spending Tracking Toward Record $180 Billion in 2026](https://wealthwisereport.com/energy/clean-energy-spending-tracking-toward-record-180-billion-in-2026/): Donald Trump is accidentally overseeing a massive buildout of the country’s renewable energy capacity and infrastructure. Not only are investments in renewable technologies soaring to new highs, the national energy grid is rapidly transforming to accommodate an increasingly solar- and wind-powered energy mix. Despite massive rollbacks of Biden- and Obama-era clean energy incentives and financial supports,
- [Millions risk fines over common car insurance misconception](https://wealthwisereport.com/insurance/millions-risk-fines-over-common-car-insurance-misconception/): An estimated 4.5 million people in the UK have driven vehicles they do not own without checking if they were insured to do so, according to research by Tempcover. Many wrongly believe their comprehensive insurance automatically covers them to drive other cars. Nearly four in 10 motorists (37%) still believe this long-outdated myth. Millions of
- [4.5 million drivers risk fines over a car insurance myth many still believe](https://wealthwisereport.com/insurance/4-5-million-drivers-risk-fines-over-a-car-insurance-myth-many-still-believe/): Millions of drivers are risking fines and penalty points over a common insurance misconception.An estimated 4.5 million people in the UK have driven vehicles they do not own without checking if they were insured to do so, according to research by Tempcover.Many wrongly believe their comprehensive insurance automatically covers them to drive other cars.Nearly four
- [Shriram Wealth Targets New Client Segments with Expansion Plans, ETBFSI](https://wealthwisereport.com/wealth-management/shriram-wealth-targets-new-client-segments-with-expansion-plans-etbfsi/): Mumbai, Shriram Wealth plans to expand beyond its existing high-net-worth individual (HNI) client base and target customers with investable assets of Rs 10 lakh to Rs 2 crore over the next 12-18 months, a top official said on Friday."The company is planning to start catering to clients with a ticket size of Rs 10 lakh
- [Making Tax Digital: how taxpayers are getting to grips with the new rules](https://wealthwisereport.com/tax/making-tax-digital-how-taxpayers-are-getting-to-grips-with-the-new-rules/): More than 800,000 sole traders and landlords faced their first Making Tax Digital (MTD) deadline on Friday 7 August – and nearly half may have missed it. Since April 2026, sole traders and landlords with a qualifying income of more than £50,000 have been required to follow new digital reporting rules for income tax. This means
- [FFA: Beware Of The AI Risk With This High-Yielding Covered Call Fund](https://wealthwisereport.com/fund/ffa-beware-of-the-ai-risk-with-this-high-yielding-covered-call-fund/): This article was written byFollowPower Hedge has been covering both traditional and renewable energy since 2010. He targets primarily international companies of all sizes that hold a competitive advantage and pay dividends with strong yields. He is the leader of the investing group Energy Profits in Dividends where he focuses on generating income through energy
- [Sax Wealth Advisors adds Florida wealth manager Lighthouse Financial](https://wealthwisereport.com/wealth-management/sax-wealth-advisors-adds-florida-wealth-manager-lighthouse-financial/): Sax Wealth Advisors, the wealth management arm of Top 100 Firm Sax Advisory Group, has acquired Florida-based wealth management firm Lighthouse Financial.Processing ContentThe deal, which closed at the end of June, gives Sax Wealth Advisors a second Florida office, and adds $350 million in assets under management.Sax Wealth Advisors ranked No. 14 on Accounting Today's
- [Insurance fraudster made £31k by claiming 30 fictional pets had died](https://wealthwisereport.com/insurance/insurance-fraudster-made-31k-by-claiming-30-fictional-pets-had-died/): An insurance fraudster pocketed £31,000 by claiming that more than 30 fictional pets had died in varied and sometimes bizarre ways.Robert Cretu, 40, took out dozens of insurance policies for animals that never existed before claiming they had died in accidents.In one instance, the taxi driver from Liverpool alleged that his pet dog Leo had
- [AE Wealth’s President on Building the Experience Layer](https://wealthwisereport.com/wealth-management/ae-wealths-president-on-building-the-experience-layer/): Earlier this year, AE Wealth Management brought on Shannon Larson, a former Osaic executive, as its new president. At Osaic, Larson’s leadership helped scale the firm to $230 billion through different strategies. Now, AE Wealth is hoping she’ll help achieve its goal of $250 billion in managed assets by 2035.The RIA just hit its 10-year
- [Exact day you should renew your car insurance to get cheapest deal](https://wealthwisereport.com/insurance/exact-day-you-should-renew-your-car-insurance-to-get-cheapest-deal/): If your car insurance is up for renewal, it can be frustrating when your new price comes in more expensive than what you paid last yearThere are plenty of ways to cut the cost of car insurance(Image: Getty Images)Car insurance can be an expensive cost - but timing your renewal just right could save you
- [HMRC confirms key dates for when you can expect to get tax refund](https://wealthwisereport.com/tax/hmrc-confirms-key-dates-for-when-you-can-expect-to-get-tax-refund/): You must take action if you get a particular letter from HMRCYou could get a letter from HMRC(Image: Getty)HMRC has set out some key dates about when customers can expect to get a tax refund. The group has also shared some guidance about letters going out to taxpayers.The back payments issue was put in the
- [How different types of auto insurance coverage compare](https://wealthwisereport.com/insurance/how-different-types-of-auto-insurance-coverage-compare/): Choosing the right auto insurance is important for many reasons. From complying with state law to putting yourself in the best financial position, your auto insurance can affect many aspects of your life. Choosing well can lead to peace of mind for years to come.But finding the perfect auto insurance for you may be easier
- [Rivervale reintroduces lease GAP insurance with MotorEasy](https://wealthwisereport.com/insurance/rivervale-reintroduces-lease-gap-insurance-with-motoreasy/): Rivervale says it will resume offering GAP insurance to its leasing customers, thanks to a collaboration with MotorEasy. The leasing company said it had long included GAP insurance as part of its proposition, until the FCA paused sales in 2024. It said the new offering would involve MotorEasy operating sales and claims handling as well
- [Prospect Enhanced Yield Fund (Ticker: PAYIX) Marks First Anniversary with Benchmark Outperformance](https://wealthwisereport.com/fund/prospect-enhanced-yield-fund-ticker-payix-marks-first-anniversary-with-benchmark-outperformance/): NEW YORK, Aug. 21, 2026 (GLOBE NEWSWIRE) -- Prospect Enhanced Yield Fund (the "Fund”) proudly completed its first year of operations on August 6, 2026. The Fund returned 7.61% over the trailing 12-months since inception1, 257bps ahead of the 5.04% average trailing 12-month total return of the Eldridge BBB-B CLO ETF (Ticker: CLOZ), Janus Henderson
- [Best Review Platforms for Financial Services: A Compliance-First Evaluation for Wealth Management and FinTech](https://wealthwisereport.com/wealth-management/best-review-platforms-for-financial-services-a-compliance-first-evaluation-for-wealth-management-and-fintech/): Los Angeles, CA, Aug. 21, 2026 (GLOBE NEWSWIRE) -- For financial services institutions, registered investment advisors (RIAs), wealth management practices, and FinTech platforms in the United States, the top review platforms are HiveVote Reviews, Trustpilot, Google Business Profile, and the Better Business Bureau (BBB). Choosing the right review management ecosystem requires balancing public search visibility with
- [Understanding Rs 2 Crore Term Insurance Plans and Who They Are Built For](https://wealthwisereport.com/insurance/understanding-rs-2-crore-term-insurance-plans-and-who-they-are-built-for/): Life insurance needs have evolved significantly over the last decade. Rising incomes, larger home loans, higher education costs, and longer financial commitments have changed the way families think about protection. As a result, many individuals are moving beyond basic life cover and evaluating whether higher levels of protection are necessary to secure their family’s future.This
- [EcoFlow launches new STREAM Series to make home energy storage accessible for millions of UK households](https://wealthwisereport.com/energy/ecoflow-launches-new-stream-series-to-make-home-energy-storage-accessible-for-millions-of-uk-households/): New compact battery system helps homeowners cut electricity costs, as Britain embraces smarter energy use.Key points EcoFlow launches its next-generation STREAM Series - store more of the solar energy you generate, and use it when you need it. Compact 5kWh home battery delivers up to 5,000W solar input, and 3,000W output making it powerful enough
- [Gate First Launches Japanese Stock Trading, Expanding Its One-Stop Global Asset Trading Platform](https://wealthwisereport.com/stock-brokers/gate-first-launches-japanese-stock-trading-expanding-its-one-stop-global-asset-trading-platform/): Gate has officially launched Japanese stock trading, initially offering around 300 stocks listed on the Tokyo Stock Exchange (TSE), further expanding its global equity market coverage. Japanese stock trading is now available on Gate Web, with the feature coming soon to the Gate App. Users can trade Japanese stocks directly on Gate using USDT, without
- [BlackRock MuniAssets Fund, Inc. (MUA) Announces Results of its Over-Subscribed Rights Offering – Company Announcement](https://wealthwisereport.com/fund/blackrock-muniassets-fund-inc-mua-announces-results-of-its-over-subscribed-rights-offering-company-announcement/): NEW YORK--(BUSINESS WIRE)--Aug. 20, 2026-- BlackRock MuniAssets Fund, Inc. (NYSE: MUA) (the "Fund") today announced the successful completion of its over-subscribed transferable rights offer (the “Offer”) which expired on August 20, 2026 (the “Expiration Date”). The Offer entitled rights holders to subscribe for up to an aggregate of 16,784,940 shares of the Fund’s
- [How to save £200 on your car insurance](https://wealthwisereport.com/insurance/how-to-save-200-on-your-car-insurance/): James Rowe: Few of us relish having to call up an insurer to haggle for a better deal, but it can prove successful if done properly. This is how to haggle like a pro. Welcome to Which? Money.Hello, it's James in the Which? studio alongside Which? senior researcher, Dean Sobers. Dean, hello, how are you?Dean
- [T. ROWE PRICE TO EXPAND FIXED INCOME ETF AND SMA CAPABILITIES BY ACQUIRING F/M INVESTMENTS – Company Announcement](https://wealthwisereport.com/investments/t-rowe-price-to-expand-fixed-income-etf-and-sma-capabilities-by-acquiring-f-m-investments-company-announcement/): BALTIMORE and WASHINGTON, Aug. 20, 2026 /PRNewswire/ -- T. Rowe Price Group, Inc. (NASDAQ-GS: TROW), a global investment management firm, today announced an agreement to acquire F/m Investments LLC, the fixed income asset manager and ETF specialist with approximately $19 billion in assets under management as of July 31, 2026, across exchange-traded funds
- [What Harry and Meghan’s move back to the UK could mean for their tax bill](https://wealthwisereport.com/tax/what-harry-and-meghans-move-back-to-the-uk-could-mean-for-their-tax-bill/): Nimesh Shah, of accountancy firm Blick Rothenberg, said: “It might be a complete coincidence, but leaving in March 2020 just at the end of the old tax year, and coming back this year. That’s a beautiful period for tax purposes.”He said: “From my perspective, you wouldn’t advise it any better than that. It’s the perfect
- [The Best Energy Stocks to Buy Now](https://wealthwisereport.com/energy/the-best-energy-stocks-to-buy-now/): Energy stocks saw strong growth in the first half of 2026 as the Iran war boosted oil prices. Returns have been volatile since then, but continue to outperform the larger market. An end to the war remains elusive, making exposure to the energy sector important, as a protracted conflict is likely to keep energy prices
- [FuelCell Energy Sinks 8%, Bloom Energy Falls 3%, Plug Power Drops 3%: What's Behind the Hydrogen Stock Selloff?](https://wealthwisereport.com/energy/fuelcell-energy-sinks-8-bloom-energy-falls-3-plug-power-drops-3-whats-behind-the-hydrogen-stock-selloff/): © gchutka / E+ via Getty Images Hydrogen and fuel cell names are selling off together Thursday afternoon, and the damage is spreading unevenly across the group. Size and float appear to be the sorting mechanism today. That distinction matters more than the headline direction. FuelCell Energy (NASDAQ:FCEL) shares are down 8% to $18.72 in
- [£37M SAP overhaul could extend Capgemini's run with UK tax collector to 28 years](https://wealthwisereport.com/wealth-management/37m-sap-overhaul-could-extend-capgeminis-run-with-uk-tax-collector-to-28-years/): PUBLIC SECTOR HMRC insists latest deal followed fair and competitive procurement The UK's tax collector has awarded Capgemini a £37 million contract to help migrate a critical tax system from SAP's legacy ECC platform to S/4HANA, extending a supplier relationship that began in 2004.HM Revenue & Customs (HMRC) has hired the French IT services company
- [1.8m people to receive shock ‘simple assessment’ HMRC tax bill - here’s why and what to check next](https://wealthwisereport.com/tax/1-8m-people-to-receive-shock-simple-assessment-hmrc-tax-bill-heres-why-and-what-to-check-next/): HMRC is urging anyone who receives a “simple assessment” letter in the coming weeks and months to check the details carefully and make sure any tax owed is paid by the deadline.The letters, known officially as PA302, are sent to people who have tax to pay on income that has not already been collected through
- [How to Find Owner of Property by Address for Free](https://wealthwisereport.com/property/how-to-find-owner-of-property-by-address-for-free/): When you want to find the owner of a property, you have a few options. However, you might be wondering if this is something that you can do for free. What’s more, it’s important to choose the right options, and you’ll find that the search process can quickly become overwhelming if you don’t know where
- [Scottish Power makes major change to energy bills for all customers this month](https://wealthwisereport.com/energy/scottish-power-makes-major-change-to-energy-bills-for-all-customers-this-month/): Paper and PDF energy bills are being redesigned after customers said charges and terminology could be difficult to understand.Andy Burnham announces cuts on household energy bills as new PM scraps VAT on electricityScottishPower is rolling out redesigned energy bills this month in a major change aimed at making it easier for customers to understand how
- [This SBI fund beat all its active peers with 20%+ SIP returns across 3, 5, and 10 years - Mutual Funds News](https://wealthwisereport.com/fund/this-sbi-fund-beat-all-its-active-peers-with-20-sip-returns-across-3-5-and-10-years-mutual-funds-news/): What if one mutual fund had managed to deliver more than 20% returns on SIP investments across three, five, and 10 years? SBI Healthcare Opportunities Fund has done exactly that. The fund has delivered 22.58% XIRR in three years, 24.04% in five years, and 20.97% in 10 years, making it the only active healthcare/pharma fund
- [Kestra Financial names Kelly Apple as head of wealth management](https://wealthwisereport.com/wealth-management/kestra-financial-names-kelly-apple-as-head-of-wealth-management/): Austin, Texas headquartered firm taps former BlackRock managing director following an internal leadership shuffle. Kestra Financial has appointed Kelly Apple as its next head of wealth management. Her appointment marks the end of a lengthy executive search process for the role that opened after John Amore was elevated to president of the firm in April
- [Midlands wealth management firm Harris Allday acquired by Canaccord Wealth](https://wealthwisereport.com/wealth-management/midlands-wealth-management-firm-harris-allday-acquired-by-canaccord-wealth/): The deal is expected to be finalised later this yearEFG International has signed an agreement for Canaccord Wealth to acquire the front office teams and client assets of the Harris Allday business which has offices in the Midlands.The Harris Allday business, part of EFG Private Bank Ltd - EFG International’s UK subsidiary, is focused on
- [The Asian Banker Middle East Awards 2026 highlight advances in wealth management, SME banking, digital lending and automation](https://wealthwisereport.com/wealth-management/the-asian-banker-middle-east-awards-2026-highlight-advances-in-wealth-management-sme-banking-digital-lending-and-automation/): Across the Middle East, The Asian Banker’s 2026 Awards reflect banks strengthening wealth management, SME banking, digital lending and business integration through integrated platforms and personalised services. Wealth management combines personalised advisory with digital engagement SME banking strengthens access to financing and digital services Digital capabilities deepen across lending, customer
- [Wealth manager expands in North East heartland](https://wealthwisereport.com/wealth-management/wealth-manager-expands-in-north-east-heartland/): A national wealth management firm has expanded in its North East heartland with the acquisition of two independent financial advice businesses managing a combined £183 million in client assets. Fairstone has bought Sunderland-based Grainger Financial Planning and Riverstone Wealth Management, which is based in Morpeth, in Northumberland. Grainger has provided financial planning and wealth management
- [What are the health risks from synthetic cannabinoids? – The Irish Times](https://wealthwisereport.com/wealth-management/what-are-the-health-risks-from-synthetic-cannabinoids-the-irish-times/): The image of colourful, vapour-filled products in the hands of young children and teenagers has long been a concern for health officials and policymakers. But the news on Wednesday that many of these legally obtained items contain dangerous, potent and illegal drugs is further evidence of the need for a clampdown on their use.The Emerging
- [Intellicheck targets wealth management with new ID verification deployment](https://wealthwisereport.com/wealth-management/intellicheck-targets-wealth-management-with-new-id-verification-deployment/): The indirect sales strategy for Intellicheck has resulted in a customer win in the financial services segment. One of its channel partners will integrate the company’s identity verification technology into its platform for an unnamed investment management firm. The technology will verify prospective customers during digital account opening. Intellicheck describes the agreement as its first
- [Households brace for surging energy bills this winter](https://wealthwisereport.com/energy/households-brace-for-surging-energy-bills-this-winter/): Household energy bills are on course to soar to their highest level in three years, wiping out any savings from Andy Burnham’s VAT cut on electricity.Average energy bills are expected to jump around 4pc from October, according to energy research group Cornwall Insight, representing a £66 increase for a typical household.The analysts said Ofgem’s price
- [IBD Elite 2026: The largest independent brokerages](https://wealthwisereport.com/wealth-management/ibd-elite-2026-the-largest-independent-brokerages/): LPL Financial has been the largest independent brokerage in wealth management for decades, but the gap between it and everyone else has expanded to an unprecedented girth.As displayed by the rankings below of the top 15 firms from Financial Planning's 2026 IBD Elite study of the industry's independent brokerages, the firm generated more than double
- [The Technology ROI Problem That Has Nothing To Do With Technology](https://wealthwisereport.com/technology/the-technology-roi-problem-that-has-nothing-to-do-with-technology/): Mark Wallin, President and GM at Phillips Connect, drives the future of freight through AI, automation and connected trailer tech.One of the costliest technology problems I see has nothing to do with the technology itself.In my world, it looks like this: A maintenance team spends two years building a vehicle monitoring system across a large
- [HMRC issues new registration warning to tax advisers ahead of November deadline](https://wealthwisereport.com/tax/hmrc-issues-new-registration-warning-to-tax-advisers-ahead-of-november-deadline/): Tax advisers affected by the latest phase of the new mandatory registration scheme have until November 18 to sign up with HMRC.Mansion tax and private jet levy to be introduced in ScotlandHM Revenue and Customs (HMRC) has issued a new warning to tax advisers as the second phase of mandatory registration rules gets underway. Advisers
- [Why AI Data Centers Need A Different Breed Of Energy Storage](https://wealthwisereport.com/energy/why-ai-data-centers-need-a-different-breed-of-energy-storage/): Darren H. S. Tan. Chief Executive Officer at UNIGRID.The rapid expansion of AI data centers has sparked a growing conversation about electricity demand. Analysts have warned that training and running LLMs will require enormous amounts of power, prompting utilities and infrastructure providers to race toward new generation capacity. But the biggest infrastructure challenge may not
- [Oren Shabat Laurent: Rethinking the Householder's Duty in Modern Wealth Management](https://wealthwisereport.com/wealth-management/oren-shabat-laurent-rethinking-the-householders-duty-in-modern-wealth-management/): In the fast-paced world of modern finance, the prevailing ethos often centers on relentless accumulation. The pursuit of wealth is frequently framed as a conquest, a never-ending race where the finish line constantly recedes. However, a growing number of accomplished individuals are seeking a different approach, one that prioritizes harmony and purpose over sheer accumulation.
- [Kestra Hires Wealth Management Head from BlackRock](https://wealthwisereport.com/wealth-management/kestra-hires-wealth-management-head-from-blackrock/): Kestra Financial, an Austin, Texas-based broker/dealer and registered investment advisor, has appointed former BlackRock executive Kelly Apple as head of wealth management to lead the firm’s investment, planning and advisory operations.Apple was hired after more than a year’s search by Kestra President John Amore, who previously held the head of wealth management position.“It’s an executive
- [HMRC marriage tax rule explained as Ricky Gervais says 'it's horrible'](https://wealthwisereport.com/tax/hmrc-marriage-tax-rule-explained-as-ricky-gervais-says-its-horrible/): Ricky Gervais has been with his partner Jane Fallon for 44 years and the comedian has now admitted he is considering finally getting marriedRicky Gervais and Jane Fallon attend the National Television Awards back in 2022(Image: Dave J Hogan, Dave J. Hogan/Getty Images)Ricky Gervais has been with his partner Jane Fallon for 44 years, and
- [Should tax relief on pensions be cut? Two experts debate](https://wealthwisereport.com/tax/should-tax-relief-on-pensions-be-cut-two-experts-debate/): For years, there has been a debate about whether pension tax relief should be cut, altered or scrapped completely. Currently, if you pay into a pension, you get relief at whatever income tax rate you pay, so higher-rate payers get bigger tax relief. Some experts say that makes the system unfair and disproportionately rewards people who are already best placed to
- [CREDIT SUISSE HIGH YIELD CREDIT FUND ANNOUNCES BOARD APPROVAL OF A REVERSE SHARE SPLIT – Company Announcement](https://wealthwisereport.com/fund/credit-suisse-high-yield-credit-fund-announces-board-approval-of-a-reverse-share-split-company-announcement/): NEW YORK , Aug. 18, 2026 /PRNewswire/ -- Credit Suisse High Yield Credit Fund (NYSE American: DHY) (the "Fund") announced today that the Fund's Board of Trustees (the "Board") has approved a 1-for-10 reverse share split of the Fund's common shares of beneficial interest ("common shares"). The Fund anticipates completing a 1-for-10 reverse
- [Freyr Energy launches silicon carbide inverters for residential applications](https://wealthwisereport.com/energy/freyr-energy-launches-silicon-carbide-inverters-for-residential-applications/): Freyr Energy has launched a new range of single-phase solar inverters for residential rooftop applications in India. Available in 3 kW and 5 kW variants, the inverters use silicon carbide (SiC) technology and include digital monitoring features. The inverters were developed by Freyr Energy and manufactured by Zenergize, an EV charging and renewable energy solutions
- [How can cyber insurance cover optometry practices when using AI apps and software?](https://wealthwisereport.com/insurance/how-can-cyber-insurance-cover-optometry-practices-when-using-ai-apps-and-software/): The scenario “As an optometrist and practice owner, I have started using a third-party app to record my calls with patients and provide a summary afterwards. This has been working well, but recently my business partner flagged that there might be a risk in terms of insurance. I'm now confused – would I be liable
- [Canaccord buys wealth manager EFG Harris Allday](https://wealthwisereport.com/wealth-management/canaccord-buys-wealth-manager-efg-harris-allday/): Canaccord Genuity Group has bought the front-office teams and client assets of EFG Harris Allday through its wealth management business.Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.The EFG Harris Allday team
- [Using a term insurance calculator to choose right cover in a term insurance policy | Consumer connect News](https://wealthwisereport.com/insurance/using-a-term-insurance-calculator-to-choose-right-cover-in-a-term-insurance-policy-consumer-connect-news/): Buying life insurance is often perceived as a straightforward decision. Most people understand that they need a policy to protect their family's financial future. The real challenge, however, is deciding how much cover is enough. Choosing too little can leave dependents financially vulnerable, while choosing too much without understanding the rationale may strain long-term budgets. This
- [CANACCORD GENUITY GROUP INC. THROUGH ITS WEALTH MANAGEMENT BUSINESS IN THE UK & CROWN DEPENDENCIES ANNOUNCES ACQUISITION OF EFG HARRIS ALLDAY](https://wealthwisereport.com/wealth-management/canaccord-genuity-group-inc-through-its-wealth-management-business-in-the-uk-crown-dependencies-announces-acquisition-of-efg-harris-allday/): TORONTO and LONDON, Aug. 18, 2026 /PRNewswire/ -- Canaccord Genuity Group Inc. (TSX: CF) (the "Company") is pleased to announce that through its wealth management business in the UK & Crown Dependencies, it has entered into an agreement to acquire the front office teams and client assets of EFG Harris Allday.Currently operating as a division
- [Scots cutting back on energy use as households struggle with higher bills](https://wealthwisereport.com/energy/scots-cutting-back-on-energy-use-as-households-struggle-with-higher-bills/): New research reveals the measures households are taking to reduce energy usage.New research reveals the measures households are taking to reduce energy usage. (Image: Getty Images/iStockphoto)Households in Scotland are among the most likely in the UK to have cut back on energy use because of higher prices, according to new research. Polling by Opinium for
- [Wandsworth residents face record 160pc council tax increase](https://wealthwisereport.com/tax/wandsworth-residents-face-record-160pc-council-tax-increase/): Since the local elections in May, Wandsworth has been run by a minority Conservative administration, after the party regained control of a council it previously held for 44 years.Peter Graham, a Conservative councillor and cabinet member for finance, said: “Wandsworth’s financial crisis was made by Labour. The Government gave us the worst cash settlement in
- [Grassfeld Expands AI Strategy With Launch of New Personalized Financial Assistant, Grassfeld Intelligence | Currency News | Financial and Business News](https://wealthwisereport.com/wealth-management/grassfeld-expands-ai-strategy-with-launch-of-new-personalized-financial-assistant-grassfeld-intelligence-currency-news-financial-and-business-news/): Rotterdam, Netherlands, Rotterdam, Netherlands, August 18th, 2026, FinanceWireAI-powered personal finance and budgeting platform Grassfeld has announced the launch of Grassfeld Intelligence (GI), one of the first personalized financial intelligence platforms built around a user's own financial data.The company describes it as a new generation of personalized financial intelligence. Unlike traditional AI assistants that provide generic
- [What happens when your hospital is also your insurance company? We’re starting to see the effects](https://wealthwisereport.com/insurance/what-happens-when-your-hospital-is-also-your-insurance-company-were-starting-to-see-the-effects/): Historically, hospitals have provided care for people, while separate insurers have paid for that care. During the past two decades, however, this arrangement has changed. Today, nearly 1 in 3 hospitals also own insurance plans – putting them on both sides of the transaction. Sometimes referred to as “payviders,” these hospitals decide when and how
- [HMRC clarifies 'for every £200' tax rule that applies to DWP benefit claimants](https://wealthwisereport.com/tax/hmrc-clarifies-for-every-200-tax-rule-that-applies-to-dwp-benefit-claimants/): A claimant asked for help about paying the tax chargeHMRC has clarified the rules around who has to pay a tax charge(Image: Getty)HMRC has issued guidance about a tax bill that DWP claimants have to pay if you cross a threshold. The tax authority warned in some cases you will "need to inform the department"
- [PM Cares Fund had Rs 8,452 crore corpus by end of FY25, shows audit report](https://wealthwisereport.com/fund/pm-cares-fund-had-rs-8452-crore-corpus-by-end-of-fy25-shows-audit-report/): The Prime Minister’s Citizen Assistance and Relief in Emergency Situations Fund had a corpus of Rs 8,452 crore by the end of the financial year 2024-’25, showed audit statements published on Monday.It reported an expenditure of Rs 87.8 lakh in the 2024-’25 financial year, mainly towards the PM Cares for Children Scheme. This, social activist
- [Health awareness months: Calendar list](https://wealthwisereport.com/wealth-management/health-awareness-months-calendar-list/): Different health awareness campaigns take place in the United States each month. They aim to raise awareness of various health conditions, ranging from National Blood Donor Month in January to National Influenza Vaccination Week in December.National Blood Donor MonthPeople have observed National Blood Donor Month since January 1970, as winter is one of the most
- [JR Wealth Management Launches New Reputation Protection and Strategic Response Service](https://wealthwisereport.com/wealth-management/jr-wealth-management-launches-new-reputation-protection-and-strategic-response-service/): New service helps professionals and businesses assess, protect and rebuild their most valuable asset - their reputation. NEW YORK, Aug. 18, 2026 (GLOBE NEWSWIRE) -- In an era where a digital footprint often precedes a physical introduction, JR Wealth Management (JRWM) has launched a new service focused on helping individuals, professionals and businesses respond strategically
- [A beginner’s guide to types of mutual fund](https://wealthwisereport.com/fund/a-beginners-guide-to-types-of-mutual-fund/): Starting a mutual fund investment can feel a little like walking into a supermarket without a shopping list. There are plenty of options, unfamiliar labels and no obvious answer to which one belongs in the basket.The choices become easier to understand once you recognise that different funds are built for different purposes. Some invest primarily
- [Families save £1.28bn from inheritance tax by giving to charity](https://wealthwisereport.com/tax/families-save-1-28bn-from-inheritance-tax-by-giving-to-charity/): Sarah Coles, of stockbroker AJ Bell, said: “People will be considering how to protect their estate from this much-hated tax, whether that’s by making gifts during their lifetime or bequeathing money to charity in their will.”Families have increasingly looked to charity donations as a way of reducing the size of their estates amid more punitive
- [Tube Investments of India shares surge 8% after Q1 earnings. What Motilal Oswal is saying](https://wealthwisereport.com/investments/tube-investments-of-india-shares-surge-8-after-q1-earnings-what-motilal-oswal-is-saying/): Shares of Tube Investments of India surged over 8% to Rs 2,952 on the BSE on Tuesday, after the company reported its earnings for the quarter ended in June 2026.As per a regulatory filing on the BSE released on Friday, the company’s Q1 profit after tax declined over 5% year-on-year to Rs 158.62 crore, from
- [Tube Investments share price rallies 9% post Q1 earnings commentary | Markets News](https://wealthwisereport.com/investments/tube-investments-share-price-rallies-9-post-q1-earnings-commentary-markets-news/): Tube Investments of India Ltd.’s share price gained nearly 9 per cent on Tuesday after the brokerage firm Motilal Oswal Financial Services maintained a bullish stand on the company post earnings commentary on June quarter (Q1FY27) results. As of 12:17 PM, the company’s share price was trading 8.42 per cent higher at
- [Insurer urges insurance journalists to deepen public understanding of industry developments](https://wealthwisereport.com/insurance/insurer-urges-insurance-journalists-to-deepen-public-understanding-of-industry-developments/): L-R: Dr. Julius Odidi, Head, Lagos Office National Insurance Commission (NAICOM); Mrs. Ebere Nwoji, Chairperson Nigerian Association of Insurance and Pension Editors (NAIPE); Mrs. Bola Odukale, Director-General of the Nigerian Insurers Association (NIA); and Olusesan Ogunyooye, Head of Marketing, AXA Mansard Insurance Plc, during the inauguration of the newly elected executives of NAIPE in Lagos.
- [Satellite technology brings broadband to remote Scottish railway route](https://wealthwisereport.com/technology/satellite-technology-brings-broadband-to-remote-scottish-railway-route/): The project, known as SODOR (Satellites for Digitalisation of Railways), is among 16 programmes sharing £13 million of UK Space Agency funding delivered via the European Space Agency's Advanced Research in Telecommunication Systems (ARTES) programme. Announced on Tuesday, August 18, the funding backs British companies developing the satellite systems the country will depend on for decades to come. UK Government Space Minister Liz Lloyd said: “The West Highland
- [Why tax-smart portfolio design is the new advantage for advisors](https://wealthwisereport.com/wealth-management/why-tax-smart-portfolio-design-is-the-new-advantage-for-advisors/): Strong investment returns matter, but what clients ultimately keep is what truly counts. That’s why forward-thinking advisors are increasingly incorporating tax-aware portfolio construction into every investment decision. Doing so can make a huge difference to clients’ bottom lines while differentiating an advisor’s practice.“The advisors gaining the greatest competitive advantage aren’t necessarily taking more investment risk
- [UK’s largest wealth firms tighten their hold on the market](https://wealthwisereport.com/wealth-management/uks-largest-wealth-firms-tighten-their-hold-on-the-market/): Tuesday 18 August 2026 12:38 pm The ten largest wealth firms in the UK have expanded their grip on the market, serving nearly the entirety of the country’s client base.The firms served up to 89 per cent of the discretionary client base in the previous tax year, according to the latest wealth management survey from
- [Where does Mick Jagger live? Exploring the Rolling Stone star’s property portfolio](https://wealthwisereport.com/property/where-does-mick-jagger-live-exploring-the-rolling-stone-stars-property-portfolio/): After a short stint at Chester Square, Jagger and Faithfull moved to 48 Cheyne Walk in Chelsea. It was “a sixteenth-century house that had belonged to a shipwright and had wonderful wobbly floors and a crooked staircase,” as Faithfull wrote in her memoir. Jagger’s bandmate, Keith Richards, owned a home just down the street. The
- [NEUBERGER MUNICIPAL FUND ANNOUNCES MONTHLY DISTRIBUTION – Company Announcement](https://wealthwisereport.com/fund/neuberger-municipal-fund-announces-monthly-distribution-company-announcement/): NEW YORK , Aug. 17, 2026 /PRNewswire/ -- Neuberger Municipal Fund Inc. (NYSE American: NBH) (the "Fund") has announced a distribution declaration of $0.05417 per share of common stock. The distribution announced today is payable on September 15, 2026, has a record date of August 31, 2026, and has an ex-date of August
- [Separately Managed Accounts Reshape Advisor Practices](https://wealthwisereport.com/wealth-management/separately-managed-accounts-reshape-advisor-practices/): For decades, financial advisors have competed on investment performance.The conversation centered on selecting the right mutual funds, identifying the best managers and building diversified portfolios capable of outperforming market benchmarks. While those responsibilities remain important, the definition of value is changing.Today’s clients expect more than market exposure. They expect investment portfolios tailored to their financial
- [The Next Frontier of Europe’s Energy Transition: Why Clean Power Moves Home](https://wealthwisereport.com/energy/the-next-frontier-of-europes-energy-transition-why-clean-power-moves-home/): Across Europe, the relationship between households and their energy bills has become a source of genuine anxiety. Prices remain high. Grids are under pressure from extreme weather. And consumers across the continent are asking a question that would have seemed radical not long ago: why can't I just manage this myself? Those who do are
- [Alarm raised over ‘privacy dilemma’ of facial recognition technology at Coles and Woolworths | Supermarkets](https://wealthwisereport.com/technology/alarm-raised-over-privacy-dilemma-of-facial-recognition-technology-at-coles-and-woolworths-supermarkets/): Consumer privacy advocates have responded with alarm after Coles and Woolworths confirmed they were testing facial recognition technology that they could use in their Australian supermarkets to record shoppers’ personal biometric data.The supermarket giants on Monday confirmed they had tested the technology and said they were considering installing it in their Australian stores to crack
- [Agastya Energy plans 12 GW ingot, wafer factory in India](https://wealthwisereport.com/energy/agastya-energy-plans-12-gw-ingot-wafer-factory-in-india/): Agastya Green Energy Ltd, part of the Anubhav Agarwal Group (AAG), plans to develop an integrated 12 GW ingot and wafer manufacturing facility in the Orvakal Industrial Area in Kurnool, Andhra Pradesh, with an estimated investment of INR 78 billion ($815.8 million). The facility will have 12 GW each of ingot and wafer manufacturing capacity,
- [Blue Energy, GE Vernova take gas-plus-nuclear collaboration to next stage](https://wealthwisereport.com/energy/blue-energy-ge-vernova-take-gas-plus-nuclear-collaboration-to-next-stage/): Blue Energy and GE Vernova Hitachi Nuclear Energy have signed the agreement launching the next phase of their collaboration to deploy a 2.5 GW gas-plus-nuclear power plant in Texas. In May, Blue Energy - a vertically integrated deployment platform for financeable, turnkey nuclear power plants compatible with leading reactor technology - announced it was
- [Titan Wealth acquires Channel Islands tax firm](https://wealthwisereport.com/wealth-management/titan-wealth-acquires-channel-islands-tax-firm/): Titan Wealth has acquired Channel Islands tax advisory firm LTS Tax, expanding its specialist cross-border tax capabilities. The deal, subject to regulatory approval, follows Titan Wealth’s recently announced acquisition of Progeny International. LTS provides UK, Jersey and Guernsey tax advisory and compliance services, including personal and corporate taxation, trust taxation, inheritance tax planning, wealth structuring,
- [Barings Global Short Duration High Yield Fund Announces August 2026 Monthly Distribution of $0.1223 per Share](https://wealthwisereport.com/fund/barings-global-short-duration-high-yield-fund-announces-august-2026-monthly-distribution-of-0-1223-per-share/): CHARLOTTE, N.C.--(BUSINESS WIRE)--Aug 17, 2026--The Barings Global Short Duration High Yield Fund (the “Fund”) (NYSE: BGH) announced its monthly dividend for August 2026 of $0.1223 per share, payable on September 1, 2026. Based on the Fund’s July 31, 2026 share price of $14.03 per share, the dividend represents an annualized yield of 10.46% per share.
- [Oil majors reap $93 billion Q2 profits as Iran war drives energy windfall](https://wealthwisereport.com/energy/oil-majors-reap-93-billion-q2-profits-as-iran-war-drives-energy-windfall/): Aramco leads the windfallSaudi Aramco recorded the largest gain among the companies highlighted in the report. Its second-quarter net income rose 34% to more than $33 billion, helped by higher oil prices and sales volumes.BP also reported a sharp improvement, with second-quarter profit reaching $5.73 billion, nearly twice the level a year earlier and its
- [HMRC tax rule means 'immediate exemption' for UK families](https://wealthwisereport.com/tax/hmrc-tax-rule-means-immediate-exemption-for-uk-families/): Families could save thousands of pounds in taxThe payments must also form part of a regular pattern of giving(Image: shurkin_son via Getty Images)Millions of families could be missing a little-known tax loophole that allows them to hand money to children and grandchildren without it being swallowed up by the HMRC.Seven in ten adults have never
- [Tube Investments expects full steel price recovery, margin improvement in FY27](https://wealthwisereport.com/investments/tube-investments-expects-full-steel-price-recovery-margin-improvement-in-fy27/): Tube Investments of India expects operating margins to recover in the coming quarters as the Murugappa Group company works to pass on higher steel costs and improve profitability across its core businesses.In an earnings call following its June-quarter results, the company said it expects to fully recover steel price increases, including those incurred in Q1,
- [The worst cereals for your gut health (and what to eat instead)](https://wealthwisereport.com/wealth-management/the-worst-cereals-for-your-gut-health-and-what-to-eat-instead/): 1. Choose wisely – or mix your cerealsFor the best gut health effects, pick one of the top ranking cereals, Dr Amati says – ideally one with more than 6g of fibre and less than 5g of sugar per 100g.“Once you recognise which cereals have a better nutritional profile, you can mix them up and
- [Octopus used pensioners’ cash to fund its struggling investments](https://wealthwisereport.com/investments/octopus-used-pensioners-cash-to-fund-its-struggling-investments/): However, the lack of disclosure raises questions about whether pensioners were kept fully informed about where their money was going.In its investment literature, OITS makes clear that conflicts of interest can arise when it lends to businesses owned by the broader Octopus Group. The company states that Octopus Group could stand to profit when OITS
- [Wealth is spreading beyond India’s metros: Julius Baer India](https://wealthwisereport.com/wealth-management/wealth-is-spreading-beyond-indias-metros-julius-baer-india/): Julius Baer, one of the world’s oldest wealth management firms, has had a presence in India for nearly 30 years. The bank currently operates across seven cities and employs close to 300 people in the country. Globally, Julius Baer has a 135-year history and is one of the world’s largest pure-play wealth managers, with assets
- [3 Nuclear Energy Stocks Riding the AI Power Surge in August](https://wealthwisereport.com/energy/3-nuclear-energy-stocks-riding-the-ai-power-surge-in-august/): Artificial intelligence workloads are pulling forward a decade of electricity demand growth, and nuclear power is emerging as the always-on backbone hyperscalers actually want to buy. The Department of Energy projects data centers will account for up to 12% of U.S. electrical demand by 2028, and Constellation’s own CEO has told investors that "projected spending
- [Five best-performing insurance stocks in 2026 amid recapitalization](https://wealthwisereport.com/insurance/five-best-performing-insurance-stocks-in-2026-amid-recapitalization/): Five insurance stocks- Fortis Global Insurance, International Energy Insurance, Custodian Investment, Consolidated Hallmark Holdings and NEM Insurance are currently the best-performing insurance stocks on the NGX amid the ongoing recapitalization exercise. As of the close of trading on August 14, 2026, all five had recorded double-digit year-to-date gains, with Fortis Global Insurance leading the pack
- [Energy costs drive inflation in euro area as supply shocks dominate demand](https://wealthwisereport.com/energy/energy-costs-drive-inflation-in-euro-area-as-supply-shocks-dominate-demand/): The recent surge in euro area inflation is predominantly driven by energy supply shocks rather than buoyant consumer demand, according to a European Central Bank (ECB) study. Writing in an official ECB blog post, analysts Niccolò Battistini and Giovanni Trebbi examined whether commercial enterprises attribute rising prices to strong demand pressures or severe supply constraints
- [CPP Investments launches expanded portfolio carbon footprint reporting](https://wealthwisereport.com/investments/cpp-investments-launches-expanded-portfolio-carbon-footprint-reporting/): TORONTO, Aug. 14, 2026 /CNW/ -- Canada Pension Plan Investment Board (CPP Investments) today announced additional portfolio-level disclosure related to its carbon footprint, introducing a snapshot of carbon intensity and transition governance indicators across the Fund's holdings. CPP Investments' Climate Change Principles, including regular reporting on its portfolio emissions, help inform how the organization fulfills its
- [Waterfield Advisors founder Soumya Rajan on how true wealth management transcends investment strategy](https://wealthwisereport.com/wealth-management/waterfield-advisors-founder-soumya-rajan-on-how-true-wealth-management-transcends-investment-strategy/): Wealth management is often reduced to simply choosing the right financial products for a portfolio and tracking short-term returns. But, true advisory extends far deeper into family governance, legacy stewardship and long-term values. This core philosophy took centre stage in the latest episode of Let’s Mint Money, brought to you by Waterfield Advisors and Mint,
- [CPP Investments earns 7.5% return for its first quarter, net assets rise to $863.6B](https://wealthwisereport.com/investments/cpp-investments-earns-7-5-return-for-its-first-quarter-net-assets-rise-to-863-6b/): TORONTO — CPP Investments reported a net return of 7.5 per cent during the first quarter of its 2027 fiscal year. The results helped its net assets grow to $863.6 billion as of June 30, up from $793.3 billion at the end of the previous quarter.It says the increase in assets included $60.2 billion in
- [How to cut your inheritance tax bill - including lesser known gifting and grandparent rules | Money News](https://wealthwisereport.com/tax/how-to-cut-your-inheritance-tax-bill-including-lesser-known-gifting-and-grandparent-rules-money-news/): Inheritance tax is one of the UK's most misunderstood taxes, with a maze of allowances, exemptions and reliefs that can make it difficult to work out exactly what you owe - or how to reduce the bill.Here, Sarah Coles, head of personal finance at AJ Bell, explains 13 inheritance tax rules and allowances that are
- [Capital Gains Tax and business exits: Why owners should plan ahead](https://wealthwisereport.com/tax/capital-gains-tax-and-business-exits-why-owners-should-plan-ahead/): For business owners already considering a sale, succession or shareholder exit, reviewing your position now could help preserve choice in an uncertain tax environment, writes Mark McRae, Corporate Finance and Business Services Partner, Armstrong WatsonSince Andy Burnham became Prime Minister, speculation around increased rates of Capital Gains Tax has intensified. While no confirmed policy change
- [Here’s Insiders Fund’s Thesis on Intel Corp. (INTC)](https://wealthwisereport.com/fund/heres-insiders-funds-thesis-on-intel-corp-intc/): When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative
- [How to diversify your investments and avoid the most common traps - plus 18 fund tips](https://wealthwisereport.com/investments/how-to-diversify-your-investments-and-avoid-the-most-common-traps-plus-18-fund-tips/): The best reason to take the trouble to diversify your investments is that holding a wide variety of assets can significantly reduce the risk of losses.The idea is to ensure no holding is substantial enough to torpedo your returns if it does badly.Taking a balanced approach to what you buy will also make your portfolio
- [How India Energy Stack aims to turn power sector digital — like UPI for electricity - Industry News](https://wealthwisereport.com/energy/how-india-energy-stack-aims-to-turn-power-sector-digital-like-upi-for-electricity-industry-news/): Can electricity go ‘digital’ and allow energy ‘trading’ across India? The Indian government is currently running a pilot program to answer this and other questions through the India Energy Stack initiative. The government has dubbed IES the ‘digital backbone’ of the power sector and believes it will “play a vital role in integrating renewable energy,
- [Money going into UK funds hits five-year high – should you invest?](https://wealthwisereport.com/fund/money-going-into-uk-funds-hits-five-year-high-should-you-invest/): New data shows June was the biggest month for non-professional investors putting money into funds since August 2021, at a net £3.8bn, according to the Investment Association (IA).Further data from the IA showed the UK fund industry managed £11.1tn in 2025 – the highest amount on record.Here, we look at what’s driving this increase and
- [The end of the sovereign wealth fund is nigh - The Telegraph](https://wealthwisereport.com/fund/the-end-of-the-sovereign-wealth-fund-is-nigh-the-telegraph/): The end of the sovereign wealth fund is nigh The TelegraphWorld's largest sovereign wealth fund posts record $184 billion profit as it reveals SpaceX stake for the first time CNBCNorwegian wealth fund’s £137bn profit on SpaceX and tech stocks The TimesNorway wealth fund CEO says fund's entire value could be lost if market collapses ReutersThursday papers: Norwegian wealth fund’s
- [Property lawyer explains how to find out which garden fence is yours](https://wealthwisereport.com/property/property-lawyer-explains-how-to-find-out-which-garden-fence-is-yours/): It can be hard to know who is responsible for them, especially if disputes happenMia O'Hare Senior Spare Time Journalist11:32, 13 Aug 2026There is a simple way to check which fence is yours(Image: richard johnson via Getty Images)Many of us aim to maintain good relationships with our neighbours, but this isn't always the case. Disputes
- [Next Generation Advisers: Meet Northwood Wealth Management's Danielle Pearce](https://wealthwisereport.com/wealth-management/next-generation-advisers-meet-northwood-wealth-managements-danielle-pearce/): Today, Pearce is a financial adviser, but she did not originally set out to become one. She was training as a pilot when she first entered financial services almost by accident, taking an admin and client servicing job as a practical way to earn while she pursued her flying ambitions. With a strong background in
- [Labuan IBFC Inc., ASAS and STEP Malaysia strengthen Islamic wealth planning practices](https://wealthwisereport.com/wealth-management/labuan-ibfc-inc-asas-and-step-malaysia-strengthen-islamic-wealth-planning-practices/): Joint initiative highlights integrated approaches to wealth planning, succession and cross-border solutionsKUALA LUMPUR, Malaysia, Aug. 13, 2026 /PRNewswire/ -- Labuan IBFC Incorporated Sdn Bhd (Labuan IBFC Inc.), the official marketing agency for Labuan International Business and Financial Centre (Labuan IBFC), together with the Association of Shariah Advisors in Islamic Finance Malaysia (ASAS) and the Society
- [MSPs back calls for a Scottish Local News Fund](https://wealthwisereport.com/fund/msps-back-calls-for-a-scottish-local-news-fund/): THE Scottish Beacon’s campaign for a Scottish Local News Fund has gained support from MSPs across political parties, with a motion lodged in the Scottish Parliament, a written parliamentary question and MSPs writing directly to ministers.The developments come as an open letter launched by The Scottish Beacon has passed 100 signatures, bringing together independent publishers and journalists
- [Interactive Brokers Adds Access to the Bucharest Stock Exchange, Offering Access to One of Europe's Strongest-Performing Markets of 2025](https://wealthwisereport.com/stock-brokers/interactive-brokers-adds-access-to-the-bucharest-stock-exchange-offering-access-to-one-of-europes-strongest-performing-markets-of-2025/): Thursday 13 August 2026 8:00 am Interactive Brokers (Nasdaq: IBKR), an automated global broker, today announced access to the Bucharest Stock Exchange (BVB). This expansion offers access to one of Europe’s strongest-performing emerging markets of 2025, expanding diversification opportunities for IBKR clients alongside over 170 other global exchanges on a single, advanced platform. Romania was
- [Anand Rathi Share and Stock Brokers Share Price Today 27 Aug 2026: Live NSE/BSE Rates, Technical Analysis and Expert Forecasts](https://wealthwisereport.com/stock-brokers/anand-rathi-share-and-stock-brokers-share-price-today-27-aug-2026-live-nse-bse-rates-technical-analysis-and-expert-forecasts/): Anand Rathi Share and Stock Brokers is trading -2.06% lower at Rs 515.65 as compared to its last closing price. Anand Rathi Share and Stock Brokers has been trading in the price range of 528.45 & 515.05. Anand Rathi Share and Stock Brokers has given -16.47% in this year & 5.80% in the last 5
- [Anand Rathi Share and Stock Brokers Share Price Today 28 Aug 2026: Live NSE/BSE Rates, Technical Analysis and Expert Forecasts](https://wealthwisereport.com/stock-brokers/anand-rathi-share-and-stock-brokers-share-price-today-28-aug-2026-live-nse-bse-rates-technical-analysis-and-expert-forecasts/): Anand Rathi Share and Stock Brokers is trading 0.53% upper at Rs 518.60 as compared to its last closing price. Anand Rathi Share and Stock Brokers has been trading in the price range of 520.30 & 516.10. Anand Rathi Share and Stock Brokers has given -17.94% in this year & 3.90% in the last 5
- [Beyond SIPs: Why Retail Wealth Needs A Risk-First Approach](https://wealthwisereport.com/wealth-management/beyond-sips-why-retail-wealth-needs-a-risk-first-approach/): India’s retail investing story is no longer just about getting more people into mutual funds. As SIPs become a routine part of household financial planning, the bigger challenge is whether investors understand what they own, how much risk they are taking, and whether their investments remain aligned with their actual goals.That is shifting the wealth
- [Coalition plan to scrap energy rules for new houses condemned as ‘cost-of-living timebomb’ | Energy](https://wealthwisereport.com/energy/coalition-plan-to-scrap-energy-rules-for-new-houses-condemned-as-cost-of-living-timebomb-energy/): A Coalition plan to abolish compulsory energy standards for new homes that help reduce people’s exposure to heat and cold has been criticised by advocates as a “cost-of-living timebomb” that would deepen inequality.The opposition’s housing and environment spokesperson, Andrew Bragg, said a Coalition government would cut the National Construction Code from more than 2,000 pages
- [Form Energy raises $750M to build more 100-hour batteries for the grid](https://wealthwisereport.com/energy/form-energy-raises-750m-to-build-more-100-hour-batteries-for-the-grid/): Battery startup Form Energy said on Wednesday that it has raised $750 million to expand its manufacturing capacity in West Virginia, the latest sign that the AI data center building boom is fueling investment in energy storage. The U.S. installed 9.7 gigawatt-hours of energy storage in the first three months of this year, up 32%
- [HDFC Transportation and Logistics Fund](https://wealthwisereport.com/fund/hdfc-transportation-and-logistics-fund/): What is the current NAV of HDFC Transportation and Logistics Fund - Direct Plan? The latest NAV of HDFC Transportation and Logistics Fund - Direct Plan is ₹20.91 as of 2026-08-17.What are the 1-year, 3-year and 5-year returns of HDFC Transportation and Logistics Fund - Direct Plan?The returns of HDFC Transportation and Logistics Fund -
- [Wealth With Purpose: Preparing the Next Generation](https://wealthwisereport.com/wealth-management/wealth-with-purpose-preparing-the-next-generation/): Wealth management firms promote their ability to preserve, protect and grow wealth. That’s an important foundation. But for families managing wealth across generations, financial performance alone doesn’t answer a more fundamental question: “What’s this wealth meant to support and make possible?” In our opinion, returns are the “how.” Purpose is the “why.”As the largest intergenerational
- [NetLaw Becomes Hargrove MSO as Demand for Attorney-Led Estate Planning Accelerates Across Wealth Management](https://wealthwisereport.com/wealth-management/netlaw-becomes-hargrove-mso-as-demand-for-attorney-led-estate-planning-accelerates-across-wealth-management/): LOUISVILLE, Ky.--(BUSINESS WIRE)--Aug 12, 2026--NetLaw, the organization behind Hargrove Firm's national estate planning operations, is now Hargrove Management Services Organization, Inc. ("Hargrove MSO"), unifying the brand around the law firm at the center of its model. The change comes as wealth management firms — collectively overseeing more than $400 billion in client assets — drive
- [Zenith Energy surpasses "important milestone" with Foggia acquisition](https://wealthwisereport.com/energy/zenith-energy-surpasses-important-milestone-with-foggia-acquisition/): (Alliance News) - Zenith Energy Ltd on Wednesday announced the acquisition of the Foggia Project, a solar energy project in Foggia, Italy.The energy producer, explorer and developer said the 10 megawatt peak photovoltaic development increases its solar development pipeline to around 203 MWp, beyond its previously stated target of 200 MWp for 2026. In response,
- [Why big wealth-management tech rollouts go wrong](https://wealthwisereport.com/wealth-management/why-big-wealth-management-tech-rollouts-go-wrong/): Technology spend in wealth management is at an all-time high, and for good reason.New platforms and AI-assisted planning tools could be a genuine step up on what they’re replacing. But ask an adviser six months into a rollout how it has gone, and you will often hear the same complaint: they are working around the
- [When construction contracts meet insurance: acts of war in a conflict-affected world](https://wealthwisereport.com/insurance/when-construction-contracts-meet-insurance-acts-of-war-in-a-conflict-affected-world/): Regional geopolitical instability has put both contractual risk allocation and insurance coverage under pressure. How do those two issues interact, and what does that mean for contractors, Karie Akeelah and Ian Brown, of Trowers & Hamlins, ask.Karie Akeelah is a partner in the construction disputes team and Ian Brown is a partner in the insurance
- [Space Exploration Technologies Corp (SPCX) Leads Fund’s Performance Following Historic Initial Public Offering](https://wealthwisereport.com/fund/space-exploration-technologies-corp-spcx-leads-funds-performance-following-historic-initial-public-offering/): When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative
- [Nippon India launches Income Plus Arbitrage Omni Fund of Fund](https://wealthwisereport.com/fund/nippon-india-launches-income-plus-arbitrage-omni-fund-of-fund/): The key selling point of the fund is its tax treatment. Nippon India Mutual Fund has introduced the Income Plus Arbitrage Omni Fund of Fund, an open-ended hybrid fund of funds scheme that invests in domestic active and passive debt-oriented and arbitrage mutual fund schemes.The scheme is structured to keep exposure to debt mutual fund
- [£2,500 energy bill discount for homes near pylons - full list of areas](https://wealthwisereport.com/energy/2500-energy-bill-discount-for-homes-near-pylons-full-list-of-areas/): Households living within 500 metres of eligible new or upgraded electricity transmission infrastructure are expected to receive £2,500 off their electricity bills over 10 years. The first payments are due to be made in the first half of 2027. The Government says hundreds of thousands of homes could ultimately benefit as the scheme expands. Could
- [Don’t use electricity during the solar eclipse, Octopus Energy warns](https://wealthwisereport.com/energy/dont-use-electricity-during-the-solar-eclipse-octopus-energy-warns/): Sign up to our free money newsletter for investment analysis and expert advice to help you build wealthSign up to our free money email for help building your wealthSign up to our free money email for help building your wealthBritain’s largest energy supplier is asking households not to use electrical appliances during today’s solar eclipse.Octopus
- [Households near new pylons to get £250 taken off annual energy bills | Energy industry](https://wealthwisereport.com/energy/households-near-new-pylons-to-get-250-taken-off-annual-energy-bills-energy-industry/): Households living near new power pylons will have £250 a year taken off their energy bills as the UK government prepares to push ahead with more than 40 grid upgrade projects across the country.The government has promised hundreds of thousands of homes living within 500 metres of new grid infrastructure a saving of up to
- [Don't use electricity tomorrow between 6-8pm, Octopus Energy urges | Money blog | Money News](https://wealthwisereport.com/energy/dont-use-electricity-tomorrow-between-6-8pm-octopus-energy-urges-money-blog-money-news/): What retiring abroad means for your pension - as triple lock depends where you move Regular readers will have seen our series on retiring abroad - launched after financial planners told us they were seeing a "rapidly growing" number of Britons hoping to retire to Europe.Lots of you have got in touch to ask what
- [Households near pylons to get £250 off bills – is your area included? | Money blog | Money News](https://wealthwisereport.com/energy/households-near-pylons-to-get-250-off-bills-is-your-area-included-money-blog-money-news/): What retiring abroad means for your pension - as triple lock depends where you move Regular readers will have seen our series on retiring abroad - launched after financial planners told us they were seeing a "rapidly growing" number of Britons hoping to retire to Europe.Lots of you have got in touch to ask what
- [Axe stamp duty? How Andy Burnham could change property tax | Property](https://wealthwisereport.com/property/axe-stamp-duty-how-andy-burnham-could-change-property-tax-property/): Residential property is the largest store of wealth in the UK, and has long been a target for those who believe homes should be taxed more. Real estate remains a juicy plum for Andy Burnham to pick as he searches for ways to pay for an overhaul of the social care system and higher defence
- [PennantPark Joins with Ultimus to Launch Strategic New Interval Fund](https://wealthwisereport.com/fund/pennantpark-joins-with-ultimus-to-launch-strategic-new-interval-fund/): CINCINNATI, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a premier provider of tech-enabled administration and transfer agent services, has been tapped by PennantPark Investment Advisers, LLC (PennantPark) to assist with the launch and ongoing operations of its new interval fund, PennantPark Enhanced Income Fund (PNTIX). By leveraging Ultimus’ back-office infrastructure, PennantPark can
- [Energy bill warning as Government urged to make major change](https://wealthwisereport.com/energy/energy-bill-warning-as-government-urged-to-make-major-change/): E.On UK chief executive Chris Norbury has urged the Government to take energy policy costs off business electricity bills, arguing the move could encourage firms to invest and help drive the switch to cleaner energy. The intervention comes as companies grapple with rising costs and uncertainty over future energy bills. Mr Norbury said businesses of
- [New HMRC 'double tax' update as date set for pension rule change](https://wealthwisereport.com/tax/new-hmrc-double-tax-update-as-date-set-for-pension-rule-change/): Unused pension pots are set for a major changeOne of the concerns centres on loss on sale relief(Image: Witthaya Prasongsin via Getty Images)Families could face a new tax double whammy on pensions under plans due to come into force in 2027, experts have warned.Unused pension pots are set to be dragged into the inheritance tax
- [LPL Financial Expands Wealth Management Platform, Showcasing Specialized Expertise at Focus 2026](https://wealthwisereport.com/wealth-management/lpl-financial-expands-wealth-management-platform-showcasing-specialized-expertise-at-focus-2026/): Firm expands wealth management platform, specialized expertise and planning capabilities to help advisors deliver more sophisticated and personalized advice LPL Focus 2026 Get the latest news delivered to your inbox Sign up for The Manila Times newsletters By signing up with an email address, I acknowledge that I have read and agree to the Terms of Service and Privacy Policy. LPL's Chief Wealth
- [Amber heat health alerts kick in across most of England ahead of fifth summer heatwave – latest news | Environment](https://wealthwisereport.com/wealth-management/amber-heat-health-alerts-kick-in-across-most-of-england-ahead-of-fifth-summer-heatwave-latest-news-environment/): Heat health alerts now in place across whole of EnglandAmber heat health alerts are now in effect across all regions of England, aside from the north east, which has been given a yellow alert, up until Friday evening. You can keep up to date with the latest weather health alerts here.ShareUpdated at 09.04 BSTKey eventsPippa NeillFarmers
- [Solar eclipse warning for energy customers as company urges 'switch off'](https://wealthwisereport.com/energy/solar-eclipse-warning-for-energy-customers-as-company-urges-switch-off/): The UK’s biggest household energy supplier has warned that solar power will 'plummet'Rosie Shead and Kirstie McCrum Deputy Head of News, Live News Network20:46, 11 Aug 2026Updated 20:53, 11 Aug 2026The partial solar eclipse will take place tomorrow(Image: solarseven/Getty)An energy company has issued a warning to customers ahead of Wednesday's solar eclipse, saying that solar
- [MissionSquare eyes a chunk of the wealth management space with new launch](https://wealthwisereport.com/wealth-management/missionsquare-eyes-a-chunk-of-the-wealth-management-space-with-new-launch/): The $73.6 billion retirement specialist is rolling out brokerage accounts, a robo-advisor and savings tools in a bid to become a full financial partner. MissionSquare, the Washington, DC-based financial services company that manages and administers over $73.6 billion in assets, has announced the launch of a personal wealth management platform in a significant expansion beyond
- [Methodology: 2026 Forbes | SHOOK Top Next-Gen Wealth Advisors](https://wealthwisereport.com/wealth-management/methodology-2026-forbes-shook-top-next-gen-wealth-advisors/): Source link
- [Dimensional Fund Advisors Ltd. : Form 8.3 - Genel Energy plc](https://wealthwisereport.com/fund/dimensional-fund-advisors-ltd-form-8-3-genel-energy-plc/): 1. KEY INFORMATION (a) Full name of discloser: Dimensional Fund Advisors Ltd. whose parent is Dimensional Fund Advisors LP, and also on behalf their investment advisory affiliates ("Dimensional"). The Dimensional entities are investment advisors and Dimensional expressly disclaims beneficial ownership of the shares described in this form 8.3. (b) Owner or controller of interests and
- [Amber heat-health alerts issued for most of England as temperatures could reach 36C or higher this week – as it happened | UK news](https://wealthwisereport.com/wealth-management/amber-heat-health-alerts-issued-for-most-of-england-as-temperatures-could-reach-36c-or-higher-this-week-as-it-happened-uk-news/): Amber heath-health alerts issued for most regions in England from Tuesday to FridayAndrew GregoryThe UK Health Security Agency (UKHSA) has updated heat-health alerts for nine regions in England, warning that rising temperatures this week may increase health risks, particularly for vulnerable groups.Amber alerts will be in place for Yorkshire and the Humber, West Midlands, East
- [These 'Risky' Investments Could Be the Secret to Perpetual Retirement Income](https://wealthwisereport.com/investments/these-risky-investments-could-be-the-secret-to-perpetual-retirement-income/): Sometimes the biggest risk is never taking one. According to a survey conducted by the Western & Southern Financial Group, respondents believe that their savings will run out at 79, despite an average expected lifespan of 85. With 35% of respondents expecting to live past 90 and only 16% planning for 30 or more years
- [MissionSquare expands into personal wealth management with a new suite of investment, advisory, and planning services](https://wealthwisereport.com/wealth-management/missionsquare-expands-into-personal-wealth-management-with-a-new-suite-of-investment-advisory-and-planning-services/): WASHINGTON--(BUSINESS WIRE)--Aug 10, 2026--MissionSquare announced today the launch of a new personal wealth management offering, marking a strategic expansion of the firm’s services to help meet the evolving financial needs of individuals and their families. This evolution reinforces MissionSquare’s commitment to delivering comprehensive retirement planning and personal wealth management solutions to support customers at every
- [The Great Wealth Transfer Is a Test of Trust](https://wealthwisereport.com/wealth-management/the-great-wealth-transfer-is-a-test-of-trust/): The Great Wealth Transfer, the historic movement of assets from older Americans to their heirs, is often measured in dollars. An estimated $124 trillion is expected to change hands through 2048, making it the largest intergenerational transfer of wealth in history. The numbers are staggering, but they obscure the industry’s bigger challenge. For financial firms,
- [Fund flows soared in June but investors remain cautious](https://wealthwisereport.com/fund/fund-flows-soared-in-june-but-investors-remain-cautious/): Retail investors were in a buoyant mood early in the summer as new figures show they poured £3.8 billion into investment funds during June, the highest monthly total since August 2021.The data from The Investment Association (IA) – an industry body representing the UK’s investment managers – showed that retail investors allocated £12.3 billion into
- [Energy Vault to supply 1.25GW power platform for hyperscaler AI data centre](https://wealthwisereport.com/energy/energy-vault-to-supply-1-25gw-power-platform-for-hyperscaler-ai-data-centre/): Energy Vault has entered into a commercial agreement to deliver 1.25GW of integrated power infrastructure for a hyperscaler artificial intelligence (AI) data centre project in Texas, US. The deal involves the deployment of grid-forming power conversion systems, battery energy storage systems (BESS), and AI infrastructure control software to support high-performance computing needs. Discover B2B Marketing
- [This mutual fund has given over 16% CAGR in 3 years](https://wealthwisereport.com/fund/this-mutual-fund-has-given-over-16-cagr-in-3-years/): Kotak Quant Fund has completed three years since its launch, with the fund delivering a compounded annual growth rate (CAGR) of more than 16% since inception, according to Kotak Mutual Fund.The fund, which uses a quantitative stock-selection approach, has grown investors' money 1.56 times over the three-year period. Its Tier-1 benchmark, the Nifty 200 TRI,
- [Amber heat-health alerts issued for most of England as temperatures could reach 36C or higher this week – latest updates | UK news](https://wealthwisereport.com/wealth-management/amber-heat-health-alerts-issued-for-most-of-england-as-temperatures-could-reach-36c-or-higher-this-week-latest-updates-uk-news/): Amber heath-health alerts issued for most regions in England from Tuesday to FridayAndrew GregoryThe UK Health Security Agency (UKHSA) has updated heat-health alerts for nine regions in England, warning that rising temperatures this week may increase health risks, particularly for vulnerable groups.Amber alerts will be in place for Yorkshire and the Humber, West Midlands, East
- [Octopus Energy: Don’t use electricity during solar eclipse](https://wealthwisereport.com/energy/octopus-energy-dont-use-electricity-during-solar-eclipse/): Britain’s biggest energy supplier is urging people to avoiding using electricity during this week’s solar eclipse.Octopus Energy is asking customers to delay using washing machines, dishwashers and other plug-in devices between 6pm and 8pm on Wednesday, when the Moon is expected to block up to 95pc of sunlight.The eclipse will send solar generation plunging just
- [Octopus Energy to give away electricity during solar eclipse](https://wealthwisereport.com/energy/octopus-energy-to-give-away-electricity-during-solar-eclipse/): Octopus Energy is offering the reward through a special scheme tied to the upcoming celestial event on Wednesday, August 12. This day will mark the UK's fullest solar eclipse for the next 54 years, with over 90% of the sun set to be obscured by the moon. The reward is available to customers who reduce their
- [AI, personalization and the $1.5T missed opportunity in wealth](https://wealthwisereport.com/wealth-management/ai-personalization-and-the-1-5t-missed-opportunity-in-wealth/): How advisors can close the experience gap as clients demand more from their firms. Wealth management is at an inflection point. Clients are demanding more, and the firms that cannot keep up are leaving growth on the table. According to Capgemini research, $1.5 trillion in new assets under advice accrued to wealthtech and new-age competitors between
- [‘Pound at risk’ from Burnham council tax raid](https://wealthwisereport.com/tax/pound-at-risk-from-burnham-council-tax-raid/): House price growth ground to a halt in July, according to Lloyds Bank. However, the national picture hides significant regional moves.Prices in the South East have fallen at the fastest pace in England over the past year, down by 2pc to an average of £381,146.By contrast, average prices in the North East were up 2.8pc
- [Wealth boom propels Singapore banks](https://wealthwisereport.com/wealth-management/wealth-boom-propels-singapore-banks/): WEALTH ENGINES: The gains demonstrate a flow of wealthy customers into Singapore, with OCBS and DBS reporting new stock highs and upbeat performances this year Singapore’s top lenders are riding a wealth management boom that has propelled their stock prices to record highs and helped second-quarter profit beat expectations.Wealth fees at DBS Group Holdings Ltd
- [Want cheaper car insurance? Be prepared to haggle](https://wealthwisereport.com/insurance/want-cheaper-car-insurance-be-prepared-to-haggle/): Car insurance prices are creeping up again, with the average annual premium now £2 higher than it was a year ago, at £566. If you're looking to beat the trend and get a better price for your insurance without switching provider every year, simply asking for a price cut is a good place to start. While
- [What Electrical Warning Signs Should Property Owners Never Ignore](https://wealthwisereport.com/property/what-electrical-warning-signs-should-property-owners-never-ignore/): Electrical systems make modern homes and commercial properties comfortable, productive, and secure. However, wiring, outlets, panels, and electrical devices can develop problems as they age or experience heavy use. Some electrical issues may seem minor at first, but they can quickly become serious safety hazards if they are ignored. Property owners should learn how to
- [Will inheritance tax apply to my savings in another country?](https://wealthwisereport.com/tax/will-inheritance-tax-apply-to-my-savings-in-another-country/): I’m married and have lived in the UK a long time, but I have a property and a pension in Southeast Asia. When I die, I plan to leave an amount of money to my family who are still living there, while the rest will pass to my spouse. Will my pension and property overseas be subject
- [China’s Big Fund Phase III pivot: From fab-building to advanced packaging, equipment, and AI chips](https://wealthwisereport.com/fund/chinas-big-fund-phase-iii-pivot-from-fab-building-to-advanced-packaging-equipment-and-ai-chips/): With memory champions CXMT and YMTC tapping capital markets, investment strategies of their key backer, China’s National Integrated Circuit Industry Investment Fund (the “Big Fund”), are once again in the spotlight.According to ijiwei, however, the Big Fund’s Phase III, launched in 2024, marks a notable shift from its earlier phases, with investments increasingly focused on
- [Australia’s $340 billion Future Fund plans to ride the AI boom strategically, says chief executive Raphael Arndt](https://wealthwisereport.com/fund/australias-340-billion-future-fund-plans-to-ride-the-ai-boom-strategically-says-chief-executive-raphael-arndt/): About one-quarter of the Future Fund’s $340 billion portfolio is exposed to artificial intelligence in a meaningful way. So it might surprise taxpayers that chief executive Raphael Arndt is happy to concede that it’s nigh on impossible for long-term investors to pick the winners and losers from what he describes as “certainly, the most significant
- [Nigeria takes center stage in global energy governance ahead of 2027 congress](https://wealthwisereport.com/energy/nigeria-takes-center-stage-in-global-energy-governance-ahead-of-2027-congress/)
- [5 Best Energy Stocks for 2026 and How to Invest](https://wealthwisereport.com/energy/5-best-energy-stocks-for-2026-and-how-to-invest/): Benefits and risks of investing in energy stocksInvesting in energy stocks has its share of benefits and drawbacks. Some of the positives include:Growth: Energy demand is growing, especially for lower-carbon energy such as natural gas and renewables.Income: Many energy stocks pay high-yielding and steadily rising dividends, making the sector a good spot to collect passive
- [PNB to roll out wealth management services to boost non-interest income | Banking](https://wealthwisereport.com/wealth-management/pnb-to-roll-out-wealth-management-services-to-boost-non-interest-income-banking/): To enhance its non-interest income, Punjab National Bank is planning to roll out wealth management services by December, the bank's managing director and CEO Ashok Chandra said. "The first stage of our wealth management strategy is to ensure that the bank has Customer Relationship Managers (CRMs) in place. Six months ago, we deployed
- [Why Southeast Asia's Clean Energy Surge Could Stall Before It Starts](https://wealthwisereport.com/energy/why-southeast-asias-clean-energy-surge-could-stall-before-it-starts/): Southeast Asia has been hit harder than anywhere else on Earth by the energy crisis stemming from the War in Iran, leaving many nations scrambling to shore up localized energy supply chains. The newfound volatility in global energy markets has catalyzed the clean energy transition worldwide, but particularly in cash-strapped, import-dependent nations, of which there
- [Powering off-grid data centers while capturing 90% of carbon emissions](https://wealthwisereport.com/energy/powering-off-grid-data-centers-while-capturing-90-of-carbon-emissions/): As artificial intelligence fuels an unprecedented boom in data center construction, operators are facing three growing challenges: securing enough electricity, sourcing vast amounts of cooling water, and reducing carbon emissions. A new modular energy platform unveiled by Energy Concepts aims to address all three simultaneously. Called Plato5X, the integrated infrastructure system is designed to allow
- [The Best Brokerage Accounts for Beginners, August 2026: Buy Your First Stock in Under 10 Minutes](https://wealthwisereport.com/stock-brokers/the-best-brokerage-accounts-for-beginners-august-2026-buy-your-first-stock-in-under-10-minutes/): Want to start saving for your future? A brokerage account is easy to open and even easier to maintain -- but where to start?There's no shortage of solid brokerage options out there. That's why our team at Motley Fool Money has reviewed dozens of them and picked out the very best -- whether you're a
- [Weitz Conservative Allocation Fund Q2 2026 Commentary](https://wealthwisereport.com/fund/weitz-conservative-allocation-fund-q2-2026-commentary/): Wally is the founder and President of Wallace R. Weitz & Company. Wally, a Chartered Financial Analyst, manages Hickory Fund and Partners III Opportunity Fund and co-manages Value Fund and Partners Value Fund. Wally's investment career began in 1961, at age 12, when he invested the profits from various entrepreneurial ventures. After going through a
- [New tax deadline for landlords and sole traders: Everything you must know to dodge big fines...](https://wealthwisereport.com/tax/new-tax-deadline-for-landlords-and-sole-traders-everything-you-must-know-to-dodge-big-fines/): Sole traders and landlords earning more than £50,000 from their self-employment and property had until Friday 7 August to make their first quarterly report to HMRC under the new Making Tax Digital (MTD) for Income Tax regime.The major tax shake-up overhauls how hundreds of thousands of Britons report their income and expenses to His Majesty's Revenue
- [Best Personal Finance Books 2026: Top 10 Picks for Budgeting, Investing & Wealth](https://wealthwisereport.com/wealth-management/best-personal-finance-books-2026-top-10-picks-for-budgeting-investing-wealth/): 1. Which is the best personal finance book for beginners in 2026?The Psychology of Money by Morgan Housel is one of the best starting points for beginners because it explains the behavioral side of money in simple language. Pairing it with I Will Teach You to Be Rich provides practical steps for budgeting, saving, and
- [6 inheritance tax mistakes that could trigger an HMRC investigation](https://wealthwisereport.com/tax/6-inheritance-tax-mistakes-that-could-trigger-an-hmrc-investigation/): The number of inheritance tax (IHT) investigations opened by HMRC has reached a six-year high according to new data. During the 2025-26 tax year, the tax office opened 4,940 formal IHT investigations, which is an 18% increase on the previous year. At the same time, nearly 5,000 further estates were referred to HMRC's compliance team for
- [EU Locks In Plan To Triple Energy Storage Capacity By 2030](https://wealthwisereport.com/energy/eu-locks-in-plan-to-triple-energy-storage-capacity-by-2030/): Europe desperately needs an energy storage revolution. As the region gets rocked by the third energy crisis in four years, the continent’s insufficient indigenous energy systems, and backups to those systems, has become abundantly and painfully clear. "We swore we’d learn. We promised things would change but here we are," a ‘highly frustrated European diplomat’
- [Tinubu hails Nigeria's admission into World Energy Council](https://wealthwisereport.com/energy/tinubu-hails-nigerias-admission-into-world-energy-council/): … Says membership affirms confidence in energy reforms … Congratulates Abdulrazaq Isa, Bala Wunti, Inaugural Board President Bola Ahmed Tinubu has welcomed Nigeria’s formal admission as the newest National Member Committee of the World Energy Council (WEC), describing the development as a significant endorsement of the country’s ongoing energy reforms and its growing leadership role
- [Columbia Seligman Premium Technology Growth Fund Announces a Third Quarter Distribution: 9.25% Annual Rate for IPO Investors](https://wealthwisereport.com/fund/columbia-seligman-premium-technology-growth-fund-announces-a-third-quarter-distribution-9-25-annual-rate-for-ipo-investors/): BOSTON--(BUSINESS WIRE)--Aug 7, 2026--Today, Columbia Seligman Premium Technology Growth Fund, Inc. (NYSE: STK) (the Fund) declared a third-quarter distribution, pursuant to its managed distribution policy, in the amount of $0.4625 per share, which is equal to a quarterly rate of 2.3125% (9.25% annualized) of the $20.00 offering price in the Fund’s initial public offering in
- [‘Our operations are powered by solar’: meet the companies tackling energy hikes with technology | The Good Energy Guide](https://wealthwisereport.com/energy/our-operations-are-powered-by-solar-meet-the-companies-tackling-energy-hikes-with-technology-the-good-energy-guide/): When it comes to energy prices, the only thing that seems predictable is unpredictability. In recent years, global conflicts have disrupted supply chains and sent prices rocketing. For business owners managing costs it’s a daily rollercoaster.‘I didn’t have to take a step out of my day job’Jake Parry, general manager of the not-for-profit leisure centre
- [Get up to $3,000 in Bonus Cash or Free Stock: The Best Brokerage Bonuses of August 2026](https://wealthwisereport.com/stock-brokers/get-up-to-3000-in-bonus-cash-or-free-stock-the-best-brokerage-bonuses-of-august-2026/): You can pocket up to $3,000 in free stock, or up to $1,500 in cash, this month just for opening or moving a brokerage account. Most of these bonuses scale with your deposit, so the biggest numbers take an already large portfolio to unlock. The smallest ones ask for as little as $50.I've spent 15+
- [Martin Lewis on the most tax-efficient way to take your pension](https://wealthwisereport.com/tax/martin-lewis-on-the-most-tax-efficient-way-to-take-your-pension/): He also reminded savers that, under the current rules, most people can normally access their defined contribution pension from the age of 55, although the normal minimum pension age is due to rise to 57 from April 2028. The 25% tax-free rule isn't as simple as many people think One of the biggest misconceptions is
- [China's new renewable power project could reshape its energy landscape](https://wealthwisereport.com/energy/chinas-new-renewable-power-project-could-reshape-its-energy-landscape/): China is moving ahead with an ambitious renewable energy project that could reshape both its energy landscape and its desert ecosystems. Known as the “Great Solar Wall,” the initiative aims to build a vast network of solar power installations across the Kubuqi Desert in Inner Mongolia. More than just a clean energy project, it represents
- [Industry veterans launch AI data firm targeting wealth management's infrastructure problem](https://wealthwisereport.com/wealth-management/industry-veterans-launch-ai-data-firm-targeting-wealth-managements-infrastructure-problem/): Two former MoneyLion executives, with roots at Merrill Lynch and Barclays Wealth, are betting that fragmented data is costing advisory firms more than they realize. Two executives who spent years building and watching wealth management firms struggle with disconnected technology have launched a startup to address what they see as a structural flaw in the
- [Government tech fund goes to private firms linked to panel that selected them | Express Investigations News](https://wealthwisereport.com/fund/government-tech-fund-goes-to-private-firms-linked-to-panel-that-selected-them-express-investigations-news/): A new public fund to boost India’s deep-tech ambitions in the private sector has approved, in its first round, Rs 2,192 crore in soft loans to 22 private companies at the cutting edge of space science, energy tech and pharma, among others. These companies were chosen from 124 applicants by a 12-member panel, including 11
- [SigenStack - smart, scalable energy storage for Cyprus businesses](https://wealthwisereport.com/energy/sigenstack-smart-scalable-energy-storage-for-cyprus-businesses/): As Cyprus continues to expand its use of solar energy, energy storage is becoming increasingly important for businesses seeking to reduce electricity costs, increase energy independence and make better use of renewable power. Sigenergy is a global energy technology company specializing in AI solar intelligence, energy storage and EV charging solutions. For commercial and industrial
- [Explained: Who gets India’s Rs 1-lakh crore deep-tech fund, and how | Explained News](https://wealthwisereport.com/fund/explained-who-gets-indias-rs-1-lakh-crore-deep-tech-fund-and-how-explained-news/): An investigation by The Indian Express has found that 15 of 22 private companies that received soft loans from a new public deep-tech fund have investment ties to seven members of the selection committee. The Research, Development and Innovation (RDI) Fund, with a corpus of Rs 1 lakh crore, was created by the government last
- [Rs 2,192 crore cleared, 62% for firms linked to government tech fund panel | Express Investigations News](https://wealthwisereport.com/fund/rs-2192-crore-cleared-62-for-firms-linked-to-government-tech-fund-panel-express-investigations-news/): A new public fund to boost India’s deep-tech ambitions in the private sector has approved, in its first round, Rs 2,192 crore in soft loans to 22 private companies at the cutting edge of space science, energy tech and pharma, among others. These companies were chosen from 124 applicants by a 12-member panel, including 11
- [CareTrust Announces $291 Million of Recent Investments; $1.5 Billion Investments Year-To-Date; Reloaded Pipeline](https://wealthwisereport.com/investments/caretrust-announces-291-million-of-recent-investments-1-5-billion-investments-year-to-date-reloaded-pipeline/): DANA POINT, Calif., August 06, 2026--(BUSINESS WIRE)--CareTrust REIT, Inc. (NYSE:CTRE) ("CareTrust" or the "Company") announced today the recent closing of two transactions totaling $291 million of investments encompassing a 16-property care home portfolio in the UK and two senior housing communities in the US. On August 1, 2026, CareTrust acquired two off-market Utah senior housing
- [Bloom Energy Is Down 20% in a Month. Is It Time to Switch to Plug Power or FuelCell Energy?](https://wealthwisereport.com/energy/bloom-energy-is-down-20-in-a-month-is-it-time-to-switch-to-plug-power-or-fuelcell-energy/): Shares of Bloom Energy (NYSE:BE) are hovering at $233 Thursday afternoon, capping a rough four weeks for the stock. Bloom Energy shares are down 20.9% over the past month, one of the sharpest pullbacks in the fuel cell group. Even after the slide, Bloom Energy stock is still up 169% year to date (YTD), which
- [Thrivent Multisector Bond Fund Q2 2026 Commentary](https://wealthwisereport.com/fund/thrivent-multisector-bond-fund-q2-2026-commentary/): Thrivent has offered investment products since 1970. The investment adviser for our funds is Thrivent Asset Management, LLC (TAM), a subsidiary of Thrivent. A membership-owned fraternal organization, Thrivent has provided holistic financial services and dedication to serving our clients for more than 100 years. Thrivent Distributors, LLC, a registered broker-dealer and member FINRA, is
- [The Guardian view on mental health: the new secretary of state should make it a priority | Editorial](https://wealthwisereport.com/wealth-management/the-guardian-view-on-mental-health-the-new-secretary-of-state-should-make-it-a-priority-editorial/): The rise in children and young people with mental health problems makes this week’s announcement of a new network of community clinics in England particularly welcome. A&E departments have recorded an increase in difficult-to-manage symptoms including aggression and hallucinations. New specialist walk-in mental health services should take some of the pressure off. The bringing forward
- [Millions could face paying two years of tax in just 14 months](https://wealthwisereport.com/tax/millions-could-face-paying-two-years-of-tax-in-just-14-months/): Charlene Young, of stockbroker AJ Bell, said HMRC’s proposal was “being billed as a measure to prevent bill shock twice a year, but it’s inevitably going to involve more admin, queries and phoning the creaking doom loop that is the HMRC helpline”.“There’s an obvious risk HMRC gets its sums wrong, as relying on tax forecasts
- [Purpose Investments Launches ETF Series of Canada's First Structured Equity Yield Fund (TSX: PSY)](https://wealthwisereport.com/investments/purpose-investments-launches-etf-series-of-canadas-first-structured-equity-yield-fund-tsx-psy/): This press release is provided by GlobeNewswire and is published as received.TORONTO, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Purpose Investments Inc. (“Purpose Investments”) today listed a new ETF series of the Purpose Structured Equity Yield Fund (the “Fund” and “PSY”), which begins trading today on the Toronto Stock Exchange (TSX) under the ticker PSY. This
- [Astraeus Launches AI-Native Infrastructure for Wealth Management Firms](https://wealthwisereport.com/wealth-management/astraeus-launches-ai-native-infrastructure-for-wealth-management-firms/): New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises. NEW YORK, Aug. 06, 2026 (GLOBE NEWSWIRE) -- Astraeus today announced the launch of its AI-native infrastructure platform for wealth management firms, built to give artificial intelligence the firm-specific context it needs to operate inside a regulated
- [AM Best Upgrades Fortegra Insurance Subsidiaries to A (Excellent)](https://wealthwisereport.com/insurance/am-best-upgrades-fortegra-insurance-subsidiaries-to-a-excellent/): Thursday 06 August 2026 2:00 pm The Fortegra Group, Inc. (“Fortegra” or the “Company”), a global specialty insurer and part of DB Insurance Co., Ltd., today announced that AM Best has upgraded the Financial Strength Rating (FSR) of its insurance subsidiaries to A (Excellent) from A- (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICRs)
- [55pc of Britain’s mansion tax bill to be paid by just four London boroughs](https://wealthwisereport.com/tax/55pc-of-britains-mansion-tax-bill-to-be-paid-by-just-four-london-boroughs/): Council leaders warned that the surcharge would unfairly target people who had remained in the same home for years and had seen its value rise without any corresponding increase in their income.It said: “A home is the centre of family life, not an untapped tax stream.“Our residents have often lived in the same home for
- [Just four London boroughs will pay 55pc of Britain’s mansion tax bill](https://wealthwisereport.com/tax/just-four-london-boroughs-will-pay-55pc-of-britains-mansion-tax-bill/): Council leaders warned that the surcharge would unfairly target people who had remained in the same home for years and had seen its value rise without any corresponding increase in their income.It said: “A home is the centre of family life, not an untapped tax stream.“Our residents have often lived in the same home for
- [Perigon: Building a Tech Stack Through Partnerships](https://wealthwisereport.com/wealth-management/perigon-building-a-tech-stack-through-partnerships/): What sets Perigon apart isn’t a single tool in our stack; it’s an openness to innovate. We stay curious about how our technology serves both our clients and our employees, and we’re constantly asking how it could be better. That mindset leads us to the right partners, keeps us reaching for better ways to grow,
- [Health Insurance as a Financial Safety Net](https://wealthwisereport.com/insurance/health-insurance-as-a-financial-safety-net/): Health insurance acts as a financial safety net during medical emergencies, helping cover healthcare costs while protecting savings and long-term financial goals. Explore the key benefits of health insurance and why adequate coverage is essential for financial security. Medical emergencies often arrive without warning. A sudden illness, an accident, or a critical diagnosis can disrupt
- [Harbour Energy increases free cash flow target after record production](https://wealthwisereport.com/energy/harbour-energy-increases-free-cash-flow-target-after-record-production/): (Alliance News) - Harbour Energy PLC on Thursday announced a new share buyback and raised its free cash outlook after reporting record production in the first half of 2026. The oil and gas producer with operations across Europe, Latin America, North Africa and Southeast Asia lifted its full-year free cash flow outlook to USD1.8 billion
- [Raise top rate of income tax to 52pc, says Right-wing think tank](https://wealthwisereport.com/tax/raise-top-rate-of-income-tax-to-52pc-says-right-wing-think-tank/): The top rate of income tax should be increased to 52pc to pay for workplace benefits for the self-employed, a Right-leaning think tank has said.This extra funding should be raised alongside a complete overhaul of National Insurance (NI) to facilitate offering the self-employed Universal Credit, parental leave and sickness pay, as well as state-funded pension
- [Does Fluence Energy (FLNC) Sit Below Fair Value After A 68% Run?](https://wealthwisereport.com/energy/does-fluence-energy-flnc-sit-below-fair-value-after-a-68-run/): Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Fluence Energy stock has delivered a 68.4% return over the past year, yet current valuation checks suggest the market price may still sit below an intrinsic value estimate based on a Discounted Cash Flow
- [Study finds three midlife health factors that could delay dementia for 13 years | Dementia](https://wealthwisereport.com/wealth-management/study-finds-three-midlife-health-factors-that-could-delay-dementia-for-13-years-dementia/): Scientists claim to have identified three health measures in middle age that can ward off dementia for more than a decade.Having normal blood pressure, no type 2 diabetes, and not smoking between the ages of 45 and 65 were associated with almost 13 additional years, on average, of dementia-free life, a study shows.The research also
- [Section 530A Trump Accounts Shift Wealth Strategy](https://wealthwisereport.com/wealth-management/section-530a-trump-accounts-shift-wealth-strategy/): As wealth managers begin to evaluate Section 530A Trump Accounts, much of the early discussion has focused on the mechanics: how accounts will be opened, who will custody them, what investments will qualify, how contributions will be administered, and what happens when the account converts at age 18. Those questions matter, but they miss the
- [‘Challenging’ macroeconomics brings the UK down wealth management table](https://wealthwisereport.com/wealth-management/challenging-macroeconomics-brings-the-uk-down-wealth-management-table/): There is a “clear contrast” between the UK’s established wealth management sector and a challenging macroeconomic environment. The first Avaloq Wealth Management Index identifies this as the “primary constraint” on the UK’s overall competitiveness. The index compares wealth management across 15 markets based on more than 60 indicators. Given a one to 100 score, the
- [HMRC speaks out to clarify '£10,000 or less' tax rule](https://wealthwisereport.com/tax/hmrc-speaks-out-to-clarify-10000-or-less-tax-rule/): You may need to contact HMRC about the issueYou may need to contact HMRC about a tax bill(Image: Getty)HMRC has clarified the rules around a £10,000 limit that applies to some taxpayers. A customer asked for help after receiving a message from their bank.The customer asked how to report dividend income from 2025. They explained:
- [Westminster considers 100pc council tax increase after funding cuts](https://wealthwisereport.com/tax/westminster-considers-100pc-council-tax-increase-after-funding-cuts/): Historically, Westminster has been more reliant on government funding because of its low tax take.But the Government has stripped back its funding over the next four years from £219m to £119m. Combined with an expected rise in costs, demand for services and inflation, the council believes it will be left with a £160m shortfall by
- [Property expert shares 7 checks every family should make before buying a retirement flat | Retirement | Finance](https://wealthwisereport.com/property/property-expert-shares-7-checks-every-family-should-make-before-buying-a-retirement-flat-retirement-finance/): Retirement properties can be difficult to sell (Image: Getty)Buying a retirement flat can offer security, independence and a ready-made community. But as part of the Daily Express's Stop the Retirement Flat Trap campaign, we have spoken to families left in desperate situations after inheriting retirement flats they have struggled to sell for years. With no
- [HMRC pension tax as 30,000 hit by charges despite £60,000 limit](https://wealthwisereport.com/tax/hmrc-pension-tax-as-30000-hit-by-charges-despite-60000-limit/): New figures from HMRC show 30,440 people reported breaching their pension annual allowance during the 2024/25 tax year, up from 24,950 a year earlier - a jump of 22%. The total amount contributed above the limit also soared from £505 million to £672 million, an increase of 33% in just 12 months. The figures are
- [What is a hedge fund?](https://wealthwisereport.com/fund/what-is-a-hedge-fund/): A hedge fund is a set of pooled investments, collected from a number of underlying investors – either wealthy individuals or institutional investors such as pension funds, insurance companies or sovereign wealth funds.In this sense, they’re like many other investment funds. They invest in a range of different assets, from stocks and bonds to alternatives,
- [Business owners at risk of new tax penalty as HMRC tightens rules](https://wealthwisereport.com/tax/business-owners-at-risk-of-new-tax-penalty-as-hmrc-tightens-rules/): HMRC introduced the rules in April to collect more data on business owners as part of its mission to close the tax gap. Small businesses account for 62pc of the UK’s £59.2bn in uncollected tax.But the ATT said HMRC’s published guidance on the rules could cause confusion for business owners. In its notes accompanying the
- [HLB wins six wealth management awards amid transformation push](https://wealthwisereport.com/wealth-management/hlb-wins-six-wealth-management-awards-amid-transformation-push/): KUALA LUMPUR: Hong Leong Bank Bhd (HLB) has won six regional and international wealth management awards as it accelerates its wealth management transformation strategy.In a statement, the bank said HLB Private Bank was named Best Private Bank/Wealth Manager in Malaysia and Singapore at the WealthBriefingAsia Awards, while HLB Priority won Best Bank/Wealth Manager for Emerging
- [‘Completely hollow’: critics denounce Blanche deal to halt Trump slush fund | US news](https://wealthwisereport.com/fund/completely-hollow-critics-denounce-blanche-deal-to-halt-trump-slush-fund-us-news/): A compromise between Todd Blanche and two Republican senators that potentially cleared the way for Blanche’s confirmation as attorney general is weak, Democrats and several experts said, as it makes promises Donald Trump can easily reverse.Blanche, the acting attorney general, posted two documents on Sunday evening showing he was withdrawing an 18 May order allowing
- [Ask the expert: How do I avoid double tax on my pension?](https://wealthwisereport.com/tax/ask-the-expert-how-do-i-avoid-double-tax-on-my-pension/): Wednesday 05 August 2026 6:00 am | Updated: Tuesday 04 August 2026 2:56 pm Got a question for our expert? Email asktheexpert@cityam.comFidelity personal financial specialist Marianna Hunt is back on hand to answer your burning questions, and today a reader is looking to avoid the incoming double tax blow.Q: I’m hoping to retire soon and am
- [INTX Introduces Tenet, the Industry's First Native Intelligence Layer for the (Re)Insurance Operating System](https://wealthwisereport.com/insurance/intx-introduces-tenet-the-industrys-first-native-intelligence-layer-for-the-reinsurance-operating-system/): Tuesday 04 August 2026 2:00 pm INTX Insurance Software today introduced Tenet, the industry’s first native Intelligence Layer for the (Re)Insurance Operating System. Embedded directly within the unified INTX platform, Tenet brings contextual intelligence to every stage of the (re)insurance lifecycle—helping (re)insurers move beyond task automation to intelligent decision-making. Embedded across the INTX platform, Tenet
- [Situational Awareness Hedge Fund Lost 67% in 2026](https://wealthwisereport.com/fund/situational-awareness-hedge-fund-lost-67-in-2026/): Leopold Aschenbrenner’s Situational Awareness hedge fund lost approximately 67% in July after a sharp decline in AI infrastructure stocks triggered margin calls and forced the firm to sell most of its public portfolio to Citadel.The fund’s assets reportedly fell from around $45 billion at the beginning of July to roughly $10 billion after the sale.
- [Calls for UK bank tax to fund cost of living help as HSBC profits hit £7.5bn | Banking](https://wealthwisereport.com/tax/calls-for-uk-bank-tax-to-fund-cost-of-living-help-as-hsbc-profits-hit-7-5bn-banking/): Campaigners have renewed calls for a windfall tax on UK banks that could raise £19bn towards Andy Burnham’s cost of living agenda, after HSBC raked in $10.1bn (£7.5bn) worth of profits in the second quarter of the year.Bosses at HSBC reported on Tuesday that profits rose 60% year on year in the three months to
- [BlackRock Files Tokenised Fund Shares On Solana: SOL Impact](https://wealthwisereport.com/fund/blackrock-files-tokenised-fund-shares-on-solana-sol-impact/): What Is Fund Tokenisation, And Why Does It Matter? Tokenisation means recording ownership of a traditional financial asset, such as fund shares or Treasury bills, directly on a public blockchain rather than solely in a conventional database. Supporters argue this can make settlement faster and record keeping more transparent, though the underlying assets themselves, cash
- [HDFC Bank modernises wealth management with Infosys Finacle](https://wealthwisereport.com/wealth-management/hdfc-bank-modernises-wealth-management-with-infosys-finacle/): By Milan Rojan Today API Automation Core Banking HDFC Bank has deployed the Infosys Finacle Wealth Management Solution as part of its digital transformation strategy, replacing legacy systems with an API-driven platform designed to streamline domestic and offshore wealth operations. The implementation has enabled the bank to consolidate multiple systems onto a unified platform, supporting
- [HDFC Bank modernises wealth platform with Infosys Finacle](https://wealthwisereport.com/wealth-management/hdfc-bank-modernises-wealth-platform-with-infosys-finacle/): HDFC Bank, India's largest private-sector lender, has modernised its wealth management technology by deploying Infosys Finacle's wealth management platform. It replaced legacy systems with an API-driven architecture as it focuses on digital wealth services to meet rising demand from affluent and high-net-worth customers. The implementation brings the bank's domestic and offshore wealth operations onto a
- [AI, energy infra moving at different speeds, says expert on Al-Attiyah Foundation Podcast](https://wealthwisereport.com/energy/ai-energy-infra-moving-at-different-speeds-says-expert-on-al-attiyah-foundation-podcast/): Laura Cozzi, the International Energy Agency’s Chief Energy modeller. The rapid expansion of artificial intelligence (AI) could soon collide with a fundamental constraint: a lack of electricity, an expert stated during the Al-Attiyah Foundation Podcast. As many as one in five data centres planned worldwide between now and 2030 may not have access to sufficient power, according to Laura Cozzi, the International Energy Agency’s (IEA) Chief Energy modeller.Cozzi said data centres can be built in as little as 18 months, while the power plants, grids and other infrastructure needed to supply them typically take far longer to develop.“There is a big mismatch between how quickly data centre providers move and the time needed for energy-sector infrastructure,” she said, describing a clash between the fast-moving technology industry and an energy sector accustomed to long-term planning.The warning comes as global electricity demand from data centres is expected to more than double from 460 terawatt-hours (TWh) in 2024 to over 1,000TWh by 2030. This would represent around 3% of global electricity generation, according to the IEA. Renewables are expected to meet almost half of the additional demand, although natural gas and coal will also play significant roles.Cozzi said the rapid adoption of AI was already reshaping energy demand, particularly in the US. Although successive generations of computer chips are becoming substantially more efficient, the growing use of energy-intensive applications such as AI-generated video is driving demand for computing power higher.This surge is also transforming technology companies from passive energy consumers into major participants in energy markets. Demand associated with AI has contributed to record orders for gas turbines, while technology companies are investing in renewable energy, battery storage and small modular nuclear reactors.The discussion also explored what Cozzi described as the emerging “Age of Electricity.” Global electricity demand grew by nearly 3% in 2025 — more than twice the rate of overall energy demand — driven by data centres, electric vehicles, industrial activity, and rising cooling requirements. Solar photovoltaic power supplied more than a quarter of the increase in global energy demand, becoming the largest single source of growth for the first time. Despite geopolitical instability, Cozzi noted that global energy investment remains strong, with $3.4tn expected to flow into the sector in 2026. She also highlighted Qatar’s continued investment in LNG as part of a broader wave of spending on energy security and supply diversification.The podcast further examines the return of nuclear energy, rapid advances in batteries, persistent energy poverty, and the relationship between climate action and energy security. Cozzi argued that technologies including solar, batteries, and electric vehicles can advance both agendas by helping energy-importing countries reduce emissions while strengthening domestic energy security. Related Story Source link
- [HSBC boosted by lending and wealth management – Daily Business](https://wealthwisereport.com/wealth-management/hsbc-boosted-by-lending-and-wealth-management-daily-business/): HSBC posted a 23% surge in pre-tax profits for the first half to $19.5 billion (2025: $15.8bn), driven by higher net interest income and increased fee income, particularly from its wealth management and banking services. The increase was partly offset by higher expected credit losses and operating expenses, but was ahead of the $18.9bn that
- [CNTE STAR T Powers the Czech Republic's Largest Battery Energy Storage Project](https://wealthwisereport.com/energy/cnte-star-t-powers-the-czech-republics-largest-battery-energy-storage-project/): TEPLICE, Czech Republic, Aug. 4, 2026 /PRNewswire/ -- Contemporary Nebula Technology Energy Co., Ltd. (CNTE), a global provider of integrated energy storage solutions invested by CATL, has supplied its STAR T containerized energy storage system for the Modlany Energy Park in northern Czech Republic.The project combines a 42.7 MW photovoltaic power plant with a 37.95
- [6 surprising travel insurance exclusions to watch out for](https://wealthwisereport.com/insurance/6-surprising-travel-insurance-exclusions-to-watch-out-for/): Think your travel insurance has you covered? From altitude limits to water sports, some policies contain surprising exclusions that can catch holidaymakers off guard.Which? examined 160 policies from 47 insurers and found that many place limits or exclusions on common holiday activities. These conditions, set out in the policy wording, could leave you unable to
- [KiwiSaver providers can sell your investments to pay fees, dispute scheme rules](https://wealthwisereport.com/investments/kiwisaver-providers-can-sell-your-investments-to-pay-fees-dispute-scheme-rules/): KiwiSaver providers are allowed to sell members' investments to cover their fees if the process is clearly disclosed, Financial Services Complaints Ltd (FSCL) says.FSCL is one of the external disputes resolution schemes that serves the financial services sector. The schemes deal with complaints that cannot be resolved directly between the customer and financial services provider.In
- [How Geothermal and Nuclear Could Help the U.S. Catch China in the Energy Race](https://wealthwisereport.com/energy/how-geothermal-and-nuclear-could-help-the-u-s-catch-china-in-the-energy-race/): China is winning the race for global clean energy dominance. Beijing has outspent every other country on Earth for years now, and controls critical global clean energy supply chains. Over the same time period, the United States has taken a major step back from clean energy objectives under the Trump administration, giving Beijing even more
- [20 Wealth-Building Lessons For The Next Generation](https://wealthwisereport.com/wealth-management/20-wealth-building-lessons-for-the-next-generation/): Younger generations are building wealth in a very different financial landscape than the ones that came before them. With easier access to digital assets, new investment opportunities and AI-powered financial tools, they have more opportunities to take control of their futures—but they also have more choices to navigate. Although the way people build wealth may
- [Fragmented Data Systems Block AI Growth in Wealth Firms](https://wealthwisereport.com/wealth-management/fragmented-data-systems-block-ai-growth-in-wealth-firms/): While the latest advances in artificial intelligence have our industry buzzing with equal parts excitement and apprehension, they are also exposing a long-standing issue: fragmented tech stacks. These are the byproducts of an industry historically served by a patchwork of purpose-built tools layered with incremental upgrades and add-ons that were never designed for or prepared
- [Constellation Energy vs. Vistra: Which Utilities Stock Is a Better Buy in 2026?](https://wealthwisereport.com/energy/constellation-energy-vs-vistra-which-utilities-stock-is-a-better-buy-in-2026/): Key PointsConstellation Energy maintains the largest nuclear fleet in the United States and secures long-term power deals with major technology firms.Vistra combines a massive retail electricity business with a growing generation portfolio focused on meeting high-performance computing needs.Which of these power producers is the better addition to your portfolio as data center demand reshapes the
- [PI insurance 'cut by up to a fifth' for some contractors](https://wealthwisereport.com/insurance/pi-insurance-cut-by-up-to-a-fifth-for-some-contractors/): Building firms have seen their professional indemnity (PI) insurance bill slashed by up to a fifth over the past year, research has revealed.A report by insurance broker Gallagher found that “well-performing” contractors and consultants had seen average premium reductions of 15 to 20 per cent from the first half of 2025 to the same period
- [France bolsters checks on ‘sensitive’ foreign investments – POLITICO](https://wealthwisereport.com/investments/france-bolsters-checks-on-sensitive-foreign-investments-politico/): Earlier this year, Lecornu asked three parliamentarians from his center-right coalition to report on France’s economic security. Obtained by POLITICO, the document called for a “radical change in posture” and urged the government to take “a holistic approach” to protecting strategic assets, securing critical supply chains, reducing dependencies and strengthening technological sovereignty. In a press
- [EDF and Heliotec launch partnership to help small businesses reduce energy costs](https://wealthwisereport.com/energy/edf-and-heliotec-launch-partnership-to-help-small-businesses-reduce-energy-costs/): The four-month trial will provide over 1,000 eligible EDF Small Business customers with free access to Heliotec's AI-powered energy intelligence platform Customers receive real-time, site-specific recommendations in clear, practical language, to help them take immediate action to reduce unnecessary energy costs and waste No hardware installation required, allowing businesses to take control of their energy use
- [Rightmove reveals most-viewed properties in first half of 2026](https://wealthwisereport.com/property/rightmove-reveals-most-viewed-properties-in-first-half-of-2026/): Rightmove has released data on the most-viewed residential properties listed on its platform during the first six months of 2026, revealing a diverse range of homes spanning from £250,000 to £20 million. The properties attracting the highest number of clicks varied significantly in price point and location, though all featured distinctive characteristics that differentiated them
- [Parents hit with '£60,000' tax warning from HMRC](https://wealthwisereport.com/tax/parents-hit-with-60000-tax-warning-from-hmrc/): HMRC has issued a fresh warning to parentsThe charge depends on the income of the higher-earning partner(Image: ArtistGNDphotography via Getty Images)Millions of mums and dads are being cautioned they could face an unforeseen tax demand.HM Revenue & Customs (HMRC) has issued a new warning reminding households that breaching the £60,000 earnings threshold can activate the
- [Insurance Recapitalisation: NAICOM Clears 43 Insurers](https://wealthwisereport.com/insurance/insurance-recapitalisation-naicom-clears-43-insurers/): The National Insurance Commission has officially announced the successful completion of the country’s 12-month insurance sector recapitalisation exercise, describing the accomplishment as a pivotal step that “signals the beginning of a new era for insurance in the country.” Undertaken pursuant to Section 15 and other relevant provisions of the Nigerian Insurance Industry Reform Act (NIIRA)
- [Wealth Management Invest: How Advisors Use Model Portfolios](https://wealthwisereport.com/wealth-management/wealth-management-invest-how-advisors-use-model-portfolios/): In this episode of Wealth Management Invest, host David Bodamer speaks with Karl Desmond, senior client portfolio manager at Invesco, about how financial advisors are using model portfolios. Karl breaks down trends with both pre-built and custom model portfolios, including how advisors can maintain input on asset allocation, manager selection, and existing holdings while delegating
- [AI chatbots are forcing wealth managers to defend their value](https://wealthwisereport.com/wealth-management/ai-chatbots-are-forcing-wealth-managers-to-defend-their-value/): Wealth managers are no longer only competing with rival firms, robo-advisors or low-fee index funds. They’re now facing a stranger challenge: their own clients’ AI chatbots.CNBC’s Inside Wealth reports that large language models are giving financial advisors a new kind of pressure, as clients use tools like ChatGPT and Claude to ask investment, tax and
- [Parents issued warning over child savings blunder that could trigger unexpected tax bill](https://wealthwisereport.com/tax/parents-issued-warning-over-child-savings-blunder-that-could-trigger-unexpected-tax-bill/): Children are not allowed both a Junior ISA (JISA) and a Child Trust Fund but many parents may not realise that they are making this mistake11:50, 03 Aug 2026Updated 12:02, 03 Aug 2026Children cannot have both a JISA and Child Trust FundParents who have opened a savings account for their child are being warned they
- [The nasty tax surprise HMRC is hoping you won't notice](https://wealthwisereport.com/tax/the-nasty-tax-surprise-hmrc-is-hoping-you-wont-notice/): On Tuesday 4 August, a government consultation quietly closes. On Friday 7 August, more than 860,000 sole traders and landlords must file their first Making Tax Digital quarterly update. The deadline made the news. The consultation did not. It should have, because the consultation is the point of the deadline.For years, HMRC assured the self-employed
- [The Guardian view on global corporate tax: a $500bn prize that states must seize | Editorial](https://wealthwisereport.com/tax/the-guardian-view-on-global-corporate-tax-a-500bn-prize-that-states-must-seize-editorial/): Governments are told that public services must shrink because money is tight. Yet a new Tax Justice Network report says that countries could capture an extra $500bn a year without raising corporate tax rates. The answer is to tax multinational profits where real economic activity happens – known as unitary taxation. No new profit is
- [Landlord insurance offer: Get 10% off with LLSAVE10](https://wealthwisereport.com/insurance/landlord-insurance-offer-get-10-off-with-llsave10/): This article contains affiliate links. We may earn a small commission on items purchased through this article, but that does not affect our editorial judgement.Fires, floods and storms can leave tenants needing somewhere else to live. This landlord insurance offer includes potential help with alternative accommodation, while property owners can save 10% using code LLSAVE10.
- [Millions more pensioners paying tax as HMRC takes £30bn](https://wealthwisereport.com/tax/millions-more-pensioners-paying-tax-as-hmrc-takes-30bn/): Fresh HMRC statistics show pensioners paid £29.8 billion in income tax in 2024/25, up from £21.1 billion in 2022/23 – a rise of more than 40% in just two years. At the same time, the cost of pension tax relief has also surged, climbing from £47.8 billion to £60.4 billion over the same period –
- [Morgan Stanley’s IPO after-party: a wealth management bonanza](https://wealthwisereport.com/wealth-management/morgan-stanleys-ipo-after-party-a-wealth-management-bonanza/): Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Morgan Stanley is betting a wave of upcoming IPOs will deliver windfalls worth tens of billions of dollars in client assets for its wealth management division, repeating the bonanza from SpaceX’s listing.In the second quarter, the Wall
- [Bloom Energy Is Soaring: Is There a Better Way To Play The AI Power Boom?](https://wealthwisereport.com/energy/bloom-energy-is-soaring-is-there-a-better-way-to-play-the-ai-power-boom/): Bloom Energy (BE -0.63%) has been on a rollercoaster ride over the past year. The stock is up nearly 450% over the span, but it is also in the middle of a deep 45% drawdown. This is actually the second drawdown of that magnitude over the last 52 weeks. Even with Bloom Energy's artificial intelligence
- [4 Best Brokers for Index Funds in August 2026](https://wealthwisereport.com/stock-brokers/4-best-brokers-for-index-funds-in-august-2026/): You can own a piece of every major U.S. company for less than the cost of lunch. That's the magic of index funds, and it's why they anchor my personal portfolio. For buying them in 2026, the top brokers are Fidelity, Charles Schwab, SoFi®, and Vanguard.Each of these brokers keeps fees low and makes it
- [Cheapest Life Insurance Companies of August 2026](https://wealthwisereport.com/insurance/cheapest-life-insurance-companies-of-august-2026/): Striking a balance between affordability and coverage is essential when shopping for life insurance. There are several types of life insurance, but term is typically the cheapest option. For example, a healthy 40-year-old male buying a 20-year, $500,000 term life policy will pay an average of $37 a month, while a 40-year-old female with the
- [PE/VC investments drop 36% in H12026: EY-IVCA - Business News](https://wealthwisereport.com/investments/pe-vc-investments-drop-36-in-h12026-ey-ivca-business-news/): Private equity and venture capital investments came down 36% YoY in first half of the CY2026 at $ 20.5 billion as compared to $ 31.8 billion H125, EY-IVCA said in a report. The investments were 29% lower than in H22025 at $29 billion. The number of deals in H12026 was 18% lower YoY at 604
- [Bloom Energy or Plug Power: Which Hot Fuel Cell Stock Is a Better Buy in 2026?](https://wealthwisereport.com/energy/bloom-energy-or-plug-power-which-hot-fuel-cell-stock-is-a-better-buy-in-2026/): Key PointsBloom Energy focus on solid oxide fuel cells for high-density power needs has led the company to achieve positive free cash flow.Plug Power is aggressively building a comprehensive green hydrogen ecosystem despite facing significant liquidity and operational execution challenges.Which of these clean energy companies is the better fit for your portfolio in 2026?Deciding between
- [Dubai attracts global wealth as family offices embrace the AI era](https://wealthwisereport.com/wealth-management/dubai-attracts-global-wealth-as-family-offices-embrace-the-ai-era/): Dubai has firmly established itself as one of the world’s leading destinations for family offices, wealth migration, and private capital, and is expected to remain a magnet for millionaires, ultra-high-net-worth individuals (UHNWIs), and family offices despite ongoing geopolitical uncertainties.Industry experts attribute the emirate’s continued appeal to its stable policy framework, robust regulatory environment, world-class infrastructure,
- [Viral energy price figures don’t show annual consumer energy bills across Europe – Full Fact](https://wealthwisereport.com/energy/viral-energy-price-figures-dont-show-annual-consumer-energy-bills-across-europe-full-fact/): Posts shared thousands of times on social media claim to show a comparison of “annual energy bills around the world”, where the figure for Poland is supposedly as low as £150 compared to £2,325 in the UK.While it’s not clear where these specific figures come from, it appears likely that they conflate wholesale prices with
- [Opinion - Energy abundance is not the same thing as abundant energy](https://wealthwisereport.com/energy/opinion-energy-abundance-is-not-the-same-thing-as-abundant-energy/): We’re living in an energy hellscape. Wars in Iran and Ukraine are supercharging world energy prices as cruise missiles target oil tankers and drones attack still-radioactive Chernobyl and operationalnuclearplants in five countries, some believed to support covert nuclear weapons development. Less visibly, local pollution from fossil fuels causes one in five deaths worldwide. Record-breaking climate disasters claimed
- [6 Emergency Fund Rules Dave Ramsey Swears By (#2 Is Non-Negotiable)](https://wealthwisereport.com/fund/6-emergency-fund-rules-dave-ramsey-swears-by-2-is-non-negotiable/): Dave Ramsey is one of the most well-known voices in personal finance, offering straightforward advice that helps people manage their money.One of his core principles is the importance of an emergency fund, a financial safety net that protects against unexpected expenses and prevents debt. His approach to building and maintaining an emergency fund is simple but
- [How Leading RIAs Are Winning the Competition for Talent](https://wealthwisereport.com/wealth-management/how-leading-rias-are-winning-the-competition-for-talent/): As the Registered Investment Advisor (RIA) channel continues to capture a larger share of the wealth management market, firms are increasingly locked in a high-stakes competition for top-tier talent to sustain their growth trajectories. This dynamic is intensified by demographic forces driving one of the largest wealth transfers in modern history as well as the
- [Anand Rathi Share and Stock Brokers Share Price Today 7 Aug 2026: Live NSE/BSE Rates, Technical Analysis and Expert Forecasts](https://wealthwisereport.com/stock-brokers/anand-rathi-share-and-stock-brokers-share-price-today-7-aug-2026-live-nse-bse-rates-technical-analysis-and-expert-forecasts/): Anand Rathi Share and Stock Brokers is trading -2.24% lower at Rs 499.45 as compared to its last closing price. Anand Rathi Share and Stock Brokers has been trading in the price range of 515.05 & 482.00. Anand Rathi Share and Stock Brokers has given -20.01% in this year & -1.33% in the last 5
- [Anand Rathi Share and Stock Brokers Share Price Today 10 Aug 2026: Live NSE/BSE Rates, Technical Analysis and Expert Forecasts](https://wealthwisereport.com/stock-brokers/anand-rathi-share-and-stock-brokers-share-price-today-10-aug-2026-live-nse-bse-rates-technical-analysis-and-expert-forecasts/): Anand Rathi Share and Stock Brokers is trading 0.29% upper at Rs 500.90 as compared to its last closing price. Anand Rathi Share and Stock Brokers has been trading in the price range of 508.05 & 499.45. Anand Rathi Share and Stock Brokers has given -20.01% in this year & -1.33% in the last 5
- [SNP kept tax advisory group alive to avoid bad headlines,](https://wealthwisereport.com/tax/snp-kept-tax-advisory-group-alive-to-avoid-bad-headlines/): Mr Neidle, a tax lawyer and founder of Tax Policy Associates, told the Holyrood Sources podcast this week that ministers never consulted TAG before raising the top rate of income tax to 48p, a decision his own analysis suggests cost Scotland £22 million in lost revenue, rather than raising money as intended. It emerged earlier
- [Identifying Hidden Tax Savings Opportunities: A Guide For High Earners](https://wealthwisereport.com/tax/identifying-hidden-tax-savings-opportunities-a-guide-for-high-earners/): D. Scott Kenik is the Founder and Principal of Bluecrest Tax Advisors.​For most successful investors and business owners, taxes represent their single largest lifetime expense—often exceeding housing, education, vacations and automobiles combined. Yet surprisingly few devote the same level of planning to taxes that they do to investments or growing their business.Traditional tax preparation is
- [The Role Of Tax Efficiency In Retirement Planning](https://wealthwisereport.com/tax/the-role-of-tax-efficiency-in-retirement-planning/): As you approach or enter retirement, most investors focus on how their money is invested. While choosing the right mix of stocks, bonds, and cash is important, where those investments are held can be just as valuable. This concept, known as asset location, is a powerful way to increase tax-efficiency in one’s overall investment portfolio
- [A Fisher Investments Yield Curve Primer](https://wealthwisereport.com/investments/a-fisher-investments-yield-curve-primer/): The yield curve has preceded most US recessions since World War II, giving it a reputation as a reliable leading economic indicator. Fisher Investments agrees it is useful, yet many misinterpret it and why it works. To see how we think you should use it, read on.The yield curve plots a single entity’s interest rates
- [One million more people set to pay income tax – 3 ways to reduce your bill](https://wealthwisereport.com/tax/one-million-more-people-set-to-pay-income-tax-3-ways-to-reduce-your-bill/): One million more people are expected to pay income tax or move into a higher tax band this year due to the frozen tax thresholds, according to new analysis. The Taxpayers' Alliance says the freeze will also bring around 500,000 lower-paid workers into paying income tax for the first time. First introduced in 2021 and extended in
- [AI hedge fund Situational Awareness may have sold its public portfolio, but it still has its Anthropic shares](https://wealthwisereport.com/fund/ai-hedge-fund-situational-awareness-may-have-sold-its-public-portfolio-but-it-still-has-its-anthropic-shares/): Situational Awareness, a hedge fund formed by former OpenAI researcher Leopold Aschenbrenner, has sold the majority of its public stock portfolio to Ken Griffin’s Citadel following steep losses over the past month, the Wall Street Journal reported earlier on Thursday. It’s a big comedown for the rising star who has been described as both “scarily
- [The Hidden Reason Leopold Aschenbrenner's Situational Awareness Fund Was Forced To Unwind](https://wealthwisereport.com/fund/the-hidden-reason-leopold-aschenbrenners-situational-awareness-fund-was-forced-to-unwind/): Leopold Aschenbrenner's Situational Awareness Capital did not collapse because investors suddenly lost faith in artificial intelligence. The hedge fund, which had reported a 439 per cent net return through June and was managing tens of billions of dollars, was forced to unwind after losses on a highly leveraged portfolio triggered mounting margin pressures on both
- [Charging visibility and fuel data in a single platform](https://wealthwisereport.com/energy/charging-visibility-and-fuel-data-in-a-single-platform/): Teletrac Navman has launched Energy Hub, a new solution within its all-in-one fleet management platform TN360. Energy Hub is designed to provide businesses with a unified view of energy usage across mixed-energy fleets. The solution combines electric vehicle (EV) charging visibility with traditional fuel data in a single platform, while supporting a broader range of
- [Bloom Energy Soars 28%, FuelCell Energy Rockets 27% as Q2 Results Sink In and Mizuho Upgrades](https://wealthwisereport.com/energy/bloom-energy-soars-28-fuelcell-energy-rockets-27-as-q2-results-sink-in-and-mizuho-upgrades/): Quick ReadBloom Energy beat Q2 estimates with 165% revenue growth, and BE shares surged 26% Thursday while FuelCell Energy stock jumped 27% on the sentiment wave.Plug Power stock lagged BE and FCEL with a 9% gain and remains up 4% YTD, while the HYDR Global X Hydrogen ETF surged 10%.CEO KR Sridhar declared Bloom Energy
- [Burnham’s social care tax could cost workers £100 a month](https://wealthwisereport.com/tax/burnhams-social-care-tax-could-cost-workers-100-a-month/): Under this model, a 45-year-old worker on an average salary would pay around £1,200 in contributions per year, or £100 a month.The report did not recommend this catch-up payment approach. Instead it warned against the higher tax rates which were “unlikely to offer the most deliverable route to reform” by targeting workers whose incomes were
- [Situational Awareness hedge fund dumps entire public stock portfolio in margin-fueled fire sale](https://wealthwisereport.com/fund/situational-awareness-hedge-fund-dumps-entire-public-stock-portfolio-in-margin-fueled-fire-sale/): One of the most talked-about hedge funds in AI investing just hit the eject button on every single public stock it owned. Situational Awareness LP, the fund run by former OpenAI researcher Leopold Aschenbrenner, sold its entire public equities portfolio before Thursday’s trading session, reportedly offloading everything to a single buyer. The reason? Margin pressure.
- [HMRC plots fines for ‘innocent mistakes’ in tax returns](https://wealthwisereport.com/tax/hmrc-plots-fines-for-innocent-mistakes-in-tax-returns/): HMRC plans to use the policy to improve compliance and free up resources so it can focus on more complex cases of tax avoidance.But experts have warned the proposals could impose a “greater burden” on taxpayers.Nimesh Shah, of accountancy firm Blick Rothenberg, said: “Most people are not represented by a tax adviser – and so
- [Cyta reports major investments and digital overhaul](https://wealthwisereport.com/investments/cyta-reports-major-investments-and-digital-overhaul/): Board points to stronger finances and digital progress The Cyta board of directors on Thursday presented its report covering its February 2024 to July 2026 term, describing the period as one marked by major transformation, strategic reforms and significant investments aimed at strengthening the organisation’s role in Cyprus’ digital future. The board reported that its
- [Ripple News: CBI Approves First Tokenized Fund on XRP Ledger](https://wealthwisereport.com/fund/ripple-news-cbi-approves-first-tokenized-fund-on-xrp-ledger/): Ripple and Aviva Investors went live on July 29, 2026, with a tokenized share class of the Aviva Investors USD Liquidity Fund on the XRP Ledger, the first tokenized fund structure approved by the Central Bank of Ireland on a public blockchain. BNY Mellon is charged with holding the underlying assets, Komainu providing regulated digital
- [WRISE Group Unveils WRISE AI Labs and Appoints Dr. Jeffrey Wu as Group Chief Scientist to Accelerate AI-Native Wealth Management](https://wealthwisereport.com/wealth-management/wrise-group-unveils-wrise-ai-labs-and-appoints-dr-jeffrey-wu-as-group-chief-scientist-to-accelerate-ai-native-wealth-management/): WRISE’s initial HKD30 million investment accelerates WRISE AI Labs while the appointment of Dr. Jeffrey Wu as Group Chief Scientist and a strategic collaboration with Panorama reinforces the Group’s long-term AI-native wealth management strategy HONG KONG SAR- Media OutReach Newswire - 30 July 2026 - WRISE Group ("WRISE"), one of Asia's fastest-growing independent wealth management
- [Microsoft Reports Gains From Cloud, AI Investments • Channels Television](https://wealthwisereport.com/investments/microsoft-reports-gains-from-cloud-ai-investments-channels-television/): Microsoft beat analysts’ expectations in its latest quarterly report, saying Wednesday that the results were partly driven by its cloud and artificial intelligence divisions. The tech giant reported $90 billion in revenue and $35.8 billion in net income in the last quarter of its fiscal year, which ended in June, potentially alleviating concerns from
- [This Energy Drink Replaced My Morning Coffee](https://wealthwisereport.com/energy/this-energy-drink-replaced-my-morning-coffee/): Everyone has a vice, and mine is my morning coffee. While this vice sounds superficially harmless, I drink my coffee on an empty stomach—my jet fuel for my 7:00 a.m. workout classes. There are a few things beauty and wellness experts advise against, like using hot tools on unprotected hair and skipping sunscreen daily, but
- ['I saved £300 on my car insurance with simple Martin Lewis trick' | Personal Finance | Finance](https://wealthwisereport.com/insurance/i-saved-300-on-my-car-insurance-with-simple-martin-lewis-trick-personal-finance-finance/): Martin Lewis has an arsenal of tricks to help people save money (Image: Jeff Spicer/BAFTA/Getty Images for BAFTA)I, like every other motorist who owns or finances their car, go through the annual task of reinsuring my car.How much your insurance costs often depends on a variety of factors. These include your job, age, profession, relationship
- [Transformative approach required to achieve energy transition targets – The Irish Times](https://wealthwisereport.com/energy/transformative-approach-required-to-achieve-energy-transition-targets-the-irish-times/): A breakdown of Ireland’s 2025 energy mix illustrates the sheer dominance of fossil fuels, adding up to 83 per cent of usage. UCC energy analyst Prof Brian Ó Gallachóir, described it as “a form of madness” at a recent Energy Ireland conference. Energy system decarbonisation is actually in train. Fossil fuels peaked in 2008 with
- [Hitachi Energy, L&T secure new grid deals with TenneT](https://wealthwisereport.com/energy/hitachi-energy-lt-secure-new-grid-deals-with-tennet/): Hitachi Energy and Larsen & Toubro (L&T) have been awarded contracts by TenneT to deliver two new high-voltage direct current (HVDC) grid connections, Nederwiek3 in the Netherlands and LanWin5 in Germany. The projects, announced under the companies’ multi-year framework agreement, are set to supply a combined 4GW of renewable electricity generated in the North Sea
- [TSO, energy markets association discuss efforts to make electricity cheaper](https://wealthwisereport.com/energy/tso-energy-markets-association-discuss-efforts-to-make-electricity-cheaper/): Delegations from the transmission system operator and the energy markets association discussed efforts to reduce electricity costs for households and businesses, and ways to make the new competitive energy market more efficient, both organisations said on Thursday. According to both sides, the energy markets association “presented proposals and positions on issues which fall within the
- [Elon Musk’s xAI sues Minnesota over law banning ‘nudification’ technology | Elon Musk](https://wealthwisereport.com/technology/elon-musks-xai-sues-minnesota-over-law-banning-nudification-technology-elon-musk/): Elon Musk’s company xAI has sued Minnesota over the state’s first-in-the-nation law banning “nudification” technology on websites and apps, potentially providing a test for how far states can go in constitutionally regulating the use of artificial intelligence.Musk’s company sued on Monday in federal court, days before the law is set to take effect on Saturday
- [Disciplined investments help drive transformation at lender](https://wealthwisereport.com/investments/disciplined-investments-help-drive-transformation-at-lender/): X Register for free to receive latest news stories direct to your inbox Register Bradford-based lender, Vanquis Bank, says its profitable growth continued in the first half, with strong credit quality performance and its technology transformation remaining on track. Publishing its interim results for the six months ended 30 June 2026, the business reported a
- [Understanding Wholesale Energy: Bulk Buying and Selling Explained](https://wealthwisereport.com/energy/understanding-wholesale-energy-bulk-buying-and-selling-explained/): Key Takeaways Wholesale energy refers to buying and selling large quantities of energy products, primarily electricity, in the wholesale market by producers and retailers.The development of wholesale energy markets followed the deregulation and restructuring of utilities and electricity markets globally in the 1990s.Besides utility companies, independent renewable energy producers and large consumers are now actively
- [Climate change is turning parts of Europe into an insurance nightmare – POLITICO](https://wealthwisereport.com/insurance/climate-change-is-turning-parts-of-europe-into-an-insurance-nightmare-politico/): According to the French insurance lobby France Assureurs, home insurance premiums already increased by 7.8 percent in 2025, while the climate disaster premium — which doesn’t cover wildfires — rose by 66 percent. For now, most French residents can still easily obtain home insurance anywhere in mainland France, according to the public reinsurer. But it is seeing early signs of strain in a few
- [Understanding Property Rights: Importance and Impact on Ownership](https://wealthwisereport.com/property/understanding-property-rights-importance-and-impact-on-ownership/): Key Takeaways Property rights are legal entitlements that allow owners to control, use, and transfer tangible or intangible assets.Effective property rights are crucial for market efficiency and economic transactions, varying by jurisdiction.Property can be acquired through mutual agreements or homesteading, highlighting the role of government in resource allocation.Open-access property, like oceans, has no individual ownership,
- [Overreliance on AI risks ‘deskilling’ health sector staff, report warns – The Irish Times](https://wealthwisereport.com/wealth-management/overreliance-on-ai-risks-deskilling-health-sector-staff-report-warns-the-irish-times/): There is a risk of deskilling health and social care staff through the overreliance on artificial intelligence tools, the health and safety watchdog has warned.The Health Information and Quality Authority (Hiqa) on Wednesday published the State’s first national guidance on the responsible and safe use of AI in health and social care services.The guidance acknowledges
- [Dubai Investments acquires full ownership of Clemenceau Medical Centre Dubai](https://wealthwisereport.com/investments/dubai-investments-acquires-full-ownership-of-clemenceau-medical-centre-dubai/): Group increases stake from 20% to 100% as it strengthens healthcare sector portfolioDubai: Dubai Investments has completed the acquisition of an additional 80% stake in Clemenceau Medical Centre Dubai (CMC Dubai), increasing its ownership from 20% to 100%.The transaction was executed through Dubai Investments Industries, a wholly owned subsidiary of Dubai Investments. Following the acquisition,
- [Bloom Energy Gains and Loses 11% on Record $1.07B Q2 Revenue, Raised 2026 Guidance](https://wealthwisereport.com/energy/bloom-energy-gains-and-loses-11-on-record-1-07b-q2-revenue-raised-2026-guidance/): © audioundwerbung / iStock via Getty Images Shares of Bloom Energy (NYSE:BE) advanced 11% to $185.85 in early Wednesday trading after the fuel cell maker delivered a blowout Q2 2026 earnings beat and raised full-year guidance. The move flipped Tuesday’s pre-earnings selloff, when Bloom Energy shares fell 13% amid short-seller pressure from Hunterbrook. However, as
- [Wind Point Partners Announces Final Close of Oversubscribed Fund XI at $3.2 Billion](https://wealthwisereport.com/fund/wind-point-partners-announces-final-close-of-oversubscribed-fund-xi-at-3-2-billion/): Wednesday 29 July 2026 1:00 pm Wind Point Partners (“Wind Point”), a leading Chicago-based private equity firm, today announced the successful closing of its latest fund, Wind Point Partners XI (“Fund XI” or the “Fund”). Fund XI was oversubscribed and exceeded the hard cap, with total commitments of $3.2 billion. This amount includes significant commitments
- [Wealth, global banking lift Standard Chartered to record $11.6bn income](https://wealthwisereport.com/wealth-management/wealth-global-banking-lift-standard-chartered-to-record-11-6bn-income/): …Launches $1bn buyback Standard Chartered posted a record operating income of $11.6 billion for the six months ended June 30, while profit before tax rose nine percent to $4.8 billion, powered by strong growth in its wealth management and global banking businesses. The lender announced a $1 billion share buyback and upgraded its earnings outlook
- [European wildfires: will your travel insurance cover disruption?](https://wealthwisereport.com/insurance/european-wildfires-will-your-travel-insurance-cover-disruption/): If you're heading to France or Spain – or are already there – devastating wildfires could throw your plans into chaos. Here is how your travel insurance can help.While the government has not issued an official warning against travel, the Association of British Insurers says you should closely monitor local advice and carefully review the
- [Clarke Energy to Strengthen Energy Resilience for Capraci Through Trigeneration Project in Côte d'Ivoire](https://wealthwisereport.com/energy/clarke-energy-to-strengthen-energy-resilience-for-capraci-through-trigeneration-project-in-cote-divoire/): Clarke Energy has been selected by Capraci to design and deliver a 4 MW natural gas-fuelled trigeneration power plant in Abidjan. The project will strengthen energy security while optimising operating costs and improving environmental performance. The solution will simultaneously generate electricity, heat and cooling to maximise overall site efficiency. ABIDJAN, Ivory Coast, July 29, 2026 /PRNewswire/ -- Clarke
- [Would your home insurance cover theft from your shed or garage?](https://wealthwisereport.com/insurance/would-your-home-insurance-cover-theft-from-your-shed-or-garage/): Sheds and garages are often used to store valuable belongings, from bikes and power tools to lawnmowers.But if they're stolen, you may not be covered in the way you expect. According to Aviva, theft claims involving sheds and outbuildings averaged £4,567 in 2025, while home insurance policies can apply different limits and conditions to items
- [Leadway, CubeCover, Vitse Partner Insurance meet Tech 5.0](https://wealthwisereport.com/insurance/leadway-cubecover-vitse-partner-insurance-meet-tech-5-0/): Leadway Assurance, CubeCover and Vitse Technologies have signed on as official partners for the fifth edition of Insurance Meets Tech (IMT), reinforcing growing collaboration between insurers and technology firms as the industry accelerates its digital transformation. The organisers of the annual conference said Leadway Assurance will serve as Official Insurer, CubeCover as Official Digital Insurer,
- [Property complaints surge 50% as AI reshapes disputes](https://wealthwisereport.com/property/property-complaints-surge-50-as-ai-reshapes-disputes/): Property complaints in the UK have increased by more than 50% in the first half of this year compared to the same period in 2024, according to data from The Property Ombudsman (TPO). The surge reflects a fundamental shift in how disputes are being raised and resolved across the sector. The rise in complaints is
- [Jamaica needs a true energy partnership — Part 1](https://wealthwisereport.com/energy/jamaica-needs-a-true-energy-partnership-part-1/): Jamaica has a goal to generate 50 per cent of its electricity from renewable sources by 2030, backed by wind, solar, and battery storage. Last month, on June 10, for its sixth annual Maurice Facey Lecture, the Pan Jamaica Group and the CB Facey Foundation brought Uruguayan energy expert Dr Ramón Méndez Galain to outline
- [‘Ask the right questions’: what you need to know before buying shares | Investments](https://wealthwisereport.com/investments/ask-the-right-questions-what-you-need-to-know-before-buying-shares-investments/): When Elon Musk’s SpaceX launched on to the stock market, tens of thousands of Britons clamoured to buy a stake, putting the spotlight on DIY investing.Going it alone and buying shares in individual companies can be rewarding, but also risky. Unless you have a huge amount of cash, you are likely to end up investing
- [The Four-Question Process Confidence Wealth Management's CEO Uses to Turn Employee Ideas Into Firm-Wide Capabilities](https://wealthwisereport.com/wealth-management/the-four-question-process-confidence-wealth-managements-ceo-uses-to-turn-employee-ideas-into-firm-wide-capabilities/): Confidence Wealth Management says "Company Inventions” tradition and four-question improvement process turn team initiative into expanded client service The Four-Question Process a Wealth Management CEO Uses to Turn Employee Ideas Into a Firm-Wide Capabilities Get the latest news delivered to your inbox Sign up for The Manila Times newsletters By signing up with an email
- [AI-powered financial guidance gains ground as UAE wealth habits evolve](https://wealthwisereport.com/wealth-management/ai-powered-financial-guidance-gains-ground-as-uae-wealth-habits-evolve/): As artificial intelligence reshapes the financial services sector, wealth management firms are increasingly focusing on consumer behaviour rather than investment products alone, reflecting a broader industry trend toward personalised financial guidance and predictive decision-making.Industry executives say growing digital adoption, rising demand for financial literacy and advances in AI are accelerating a shift away from traditional
- [Octopus urges Andy Burnham to slash £200 more from energy bills | UK | News](https://wealthwisereport.com/energy/octopus-urges-andy-burnham-to-slash-200-more-from-energy-bills-uk-news/): Octopus Energy has urged Andy Burnham to make two major changes it says could cut nearly £200 off every household’s annual electricity bill. The firm, which is one of the largest household energy suppliers in the country, says two key moves could have a major impact on the energy costs Britons face.One is reversing what
- [Ofgem orders new data exchange to improve NESO’s grid visibility](https://wealthwisereport.com/energy/ofgem-orders-new-data-exchange-to-improve-nesos-grid-visibility/): Ofgem has approved new rules requiring NESO and electricity network operators to exchange detailed planning data more routinely from 6 August.Grid Code modification GC0139 is intended to give the system operator and network companies a clearer view of electricity flows across the boundary between the transmission and distribution systems.The change replaces parts of the existing
- [Bloom Energy Sinks 13%, FuelCell Drops 7%, Plug Power Falls 4% Ahead of Bloom's Q2 Report](https://wealthwisereport.com/energy/bloom-energy-sinks-13-fuelcell-drops-7-plug-power-falls-4-ahead-of-blooms-q2-report/): © Andrei Stanescu / Getty Images Bloom Energy (NYSE:BE) shares are down 13% to $163.04 in midday trading Tuesday, leading a broad selloff across the hydrogen and fuel cell complex ahead of the company’s Q2 2026 earnings report scheduled for after the close. FuelCell Energy (NASDAQ:FCEL) shares are off 7%, Plug Power (NASDAQ:PLUG) shares are
- [HMRC claws back £100m from landlords in tax crackdown](https://wealthwisereport.com/tax/hmrc-claws-back-100m-from-landlords-in-tax-crackdown/): HMRC recovered more than £100m in tax from landlords last year following a data-driven crackdown, figures show.Thousands of landlords came forward in 2025-26 to report undeclared rental income after receiving “nudge letters” from the tax office.Landlords made 11,511 voluntary disclosures, the highest number since 2018-19, with average payments of £9,063.HMRC recovered £104.3m in 2025-26, nearly
- [Wealth management continues to attract private equity; Carlyle makes debut investment from new aerospace platform](https://wealthwisereport.com/wealth-management/wealth-management-continues-to-attract-private-equity-carlyle-makes-debut-investment-from-new-aerospace-platform/): Good morning dealmakers, it’s Obey Martin Manayiti here with the US edition of the Wire from the New York newsroom.Private equity-backed deals in wealth management have been robust. Over the years, PE Hub has reported on this sector, drawing on expert analysis from dealmakers and advisors on factors shaping the sector. As deals continue to
- [AXA Insurance v HMRC: Supreme Court clarifies when group litigation test case rulings can be overridden](https://wealthwisereport.com/insurance/axa-insurance-v-hmrc-supreme-court-clarifies-when-group-litigation-test-case-rulings-can-be-overridden/): The Supreme Court has dismissed an appeal by two insurance companies seeking to rely on a twenty-year-old test case ruling that has since been shown to be legally incorrect, providing the first detailed guidance on when courts may depart from the normally binding effect of group litigation order decisions.In AXA Insurance UK PLC and another
- [Andy Burnham's £1B Pension Fund Explained: What It Means for UK Savers and Startups](https://wealthwisereport.com/fund/andy-burnhams-1b-pension-fund-explained-what-it-means-for-uk-savers-and-startups/): Britain has long been home to innovative science and technology businesses. The government says it now wants more of those companies to secure the funding they need to expand in the UK rather than looking elsewhere for growth capital. That ambition sits behind plans for a proposed UK Scale-up Fund worth more than £1 billion.Announced
- [Everyone hates stamp duty and council tax – but Burnham’s ‘solution’ looks worse](https://wealthwisereport.com/tax/everyone-hates-stamp-duty-and-council-tax-but-burnhams-solution-looks-worse/): Andy Burnham spent his first week announcing things that were crowd-pleasing. The £2 cap on bus fares. Pausing the early release of prisoners. Reductions in business rates for pubs. A six-month VAT cut on household energy bills. Critics who argue the cash benefit of these measures is limited, or that it’s unclear how they’ll be
- [Jada Fund of Funds backs $200mln fund to support Saudi SMEs](https://wealthwisereport.com/fund/jada-fund-of-funds-backs-200mln-fund-to-support-saudi-smes/): Five hundred Saudi riyal banknotes - Saudi money. Image used for illustrative purpose. Image courtesy: Getty Images/ Mohamed Alhamami Growth Catalyst’s focus on accelerating high-growth Saudi SMEs aligns with the Kingdom’s economic diversification ambitions under Vision 2030 Staff Writer | TradeArabia Jada Fund of Funds, a wholly owned
- [Can You Have Multiple Health Insurance Policies at the Same Time?](https://wealthwisereport.com/insurance/can-you-have-multiple-health-insurance-policies-at-the-same-time/): Health insurance is rarely something people sit down and design from scratch. It tends to build up slowly. A policy bought early in life stays active. Employer coverage comes into the picture later. Family needs change, but insurance decisions are not always revisited with the same urgency.Over time, it is not unusual for people to
- [Jada Fund of Funds backs Growth Catalyst Fund I to expand growth equity capital for Saudi SMEs](https://wealthwisereport.com/fund/jada-fund-of-funds-backs-growth-catalyst-fund-i-to-expand-growth-equity-capital-for-saudi-smes/): Jada Fund of Funds established to develop Saudi Arabia’s private capital ecosystem across venture capital, private equity, and private debt. Image courtesy: Jada Fund of Funds The commitment supports the development of Saudi Arabia’s private capital ecosystem and reinforces Jada’s mandate to back emerging fund managers.Growth Catalyst Fund I, a
- [DCC, one of FTSE 100’s biggest energy firms, agrees £5.75bn takeover | Energy industry](https://wealthwisereport.com/energy/dcc-one-of-ftse-100s-biggest-energy-firms-agrees-5-75bn-takeover-energy-industry/): One of the biggest energy businesses listed on the London Stock Exchange has agreed a controversial £5.7bn takeover by private equity, adding to the growing exodus of companies from the UK market.The US private equity groups KKR and Energy Capital Partners are poised to buy DCC Energy after the company’s board recommended the offer despite
- [The Best Technology Adapts To People, Not The Other Way Around](https://wealthwisereport.com/technology/the-best-technology-adapts-to-people-not-the-other-way-around/): Omar Hafez is the CEO & Founder of Think Big Technology.​Throughout history, some of the most successful technologies have shared a common characteristic: They fit naturally into how people already live and work. In my experience, the technologies that transform industries are those that adapt to existing habits, workflows and needs, making adoption feel less
- [Inflexor Ventures secures ₹400 crore first close for tech-focused Fund III](https://wealthwisereport.com/fund/inflexor-ventures-secures-₹400-crore-first-close-for-tech-focused-fund-iii/): Inflexor Ventures, a venture capital firm, today announced the first close of its Fund III, Inflexor Technology Discovery Fund, securing approximately ₹400 crore. The Fund is anchored by the Self-Reliant India (SRI) Fund, HDFC Asset Management Company (HDFC AMC) and HDFC AMC Select AIF FoF (HDFC FoF), and has also seen participation from international institutions.Building
- [Energy Return on Investment (EROI): Definition and Importance](https://wealthwisereport.com/energy/energy-return-on-investment-eroi-definition-and-importance/): Key Takeaways Energy Return on Investment (EROI) measures the net energy produced relative to the energy expended.EROI significantly influences the pricing of energy commodities and electricity.A declining EROI indicates increasing scarcity and extraction difficulty of energy resources.High EROI values imply cheaper and more efficient energy production. Get personalized, AI-powered answers built on 27+ years of
- [T1 Energy acquires TOPCon solar patent from Evervolt](https://wealthwisereport.com/energy/t1-energy-acquires-topcon-solar-patent-from-evervolt/): U.S. solar manufacturer T1 Energy Inc. has executed a definitive asset purchase agreement to acquire foundational patents and intellectual property for high-efficiency TOPCon solar cells and modules from Evervolt Green Energy Holding Pte Ltd. for a total consideration of $135 million. The transaction transitions T1 Energy from a licensee to the sole owner of the core IP framework, terminating prior licensing agreements and
- [How would 10% 'death tax' affect YOUR family as Andy Burnham to give speech this week](https://wealthwisereport.com/tax/how-would-10-death-tax-affect-your-family-as-andy-burnham-to-give-speech-this-week/): The new PM previously supported the idea of replacing Inheritance Tax with a 10% levy on all estates to pay for free social care13:25, 28 Jul 2026Updated 18:31, 28 Jul 2026Andy Burnham has been a long supporter of reforming adult social care(Image: Jeff Overs/BBC/PA Wire)Andy Burnham is rumoured to be considering a new "death tax"
- [AMCAP Launches 'Agentic AI' Platform, Betting Conversational Intelligence Will Reshape Wealth Management](https://wealthwisereport.com/wealth-management/amcap-launches-agentic-ai-platform-betting-conversational-intelligence-will-reshape-wealth-management/): NEW YORK, July 28, 2026 (GLOBE NEWSWIRE) -- AMCAP Capital Management has officially launched AMCAP Agentic AI, an autonomous intelligence platform designed to overhaul private wealth management and asset allocation. Moving beyond traditional passive algorithmic trackers, the system introduces a multi-tiered framework featuring conversational AI concierges that calibrate investor portfolios via natural dialogue. The deployment
- [Russell Investments - Asset Management Company](https://wealthwisereport.com/investments/russell-investments-asset-management-company/): Russell Investments receives an Average Parent rating. The Parent Pillar assessment is based on a structured evaluation of key factors that influence a firm's ability to support strong investment outcomes. This assessment integrates quantitative measures of investment cost, risk-adjusted performance, manager retention, and fund obsolescence. CostA firm's cost profile is assessed by analyzing the average
- [Inside AEW 2026: Why affordable and abundant energy](https://wealthwisereport.com/energy/inside-aew-2026-why-affordable-and-abundant-energy/): Ore Onagbesan, Programme Director of African Energy Week, explains the central thinking behind AEW 2026, how the programme reflects the differing priorities of African energy markets and why the continent’s development needs are reshaping the conversation around energy access, industrialisation and investment. As Programme Director, what central question do you want every government, investor and
- [Energy minister accused of misleading MPs over blackout threat](https://wealthwisereport.com/energy/energy-minister-accused-of-misleading-mps-over-blackout-threat/): The consumer cost of all of this is also rising. In short, if you don’t know what the weather is going to be like tomorrow, you need to have a lot of back-up power on standby in case the wind doesn’t blow or the sun doesn’t shine.And if the wind blows too much, or if
- [The winners and losers under a Burnham property tax shake-up](https://wealthwisereport.com/tax/the-winners-and-losers-under-a-burnham-property-tax-shake-up/): For a two-bedroom flat near Canary Wharf, last bought for £380,000 in May 2024, the current Band D council tax bill is £1,837.Despite being in central London, this inner-city flat pays less in council tax than the Exmouth bungalow.Under a 0.48pc proportional property tax, the Canary Wharf home would pay £2,064, based on an updated
- [Record 10.2 Million Over-65s Set to Pay UK Income Tax as Frozen Thresholds Bite](https://wealthwisereport.com/tax/record-10-2-million-over-65s-set-to-pay-uk-income-tax-as-frozen-thresholds-bite/): A record 10.2 million people aged 65 and over are expected to pay UK income tax during the 2026/27 tax year as frozen thresholds pull more pensioners into the tax system, according to new figures from HM Revenue & Customs (HMRC).The projections show the number of older taxpayers has risen sharply despite no increase in
- [Amenities: Understanding What Makes Property More Valuable](https://wealthwisereport.com/property/amenities-understanding-what-makes-property-more-valuable/): Amenities are property features that increase its value. They may be features of both residential and commercial properties. They can be featured by homeowners in real estate listings of single-family homes to attract potential buyers or renters. With commercial real estate, amenities can be part of a more sophisticated marketing strategy to attract tenants or
- [Irish energy giant accepts €6.5bn takeover after months of negotiations](https://wealthwisereport.com/energy/irish-energy-giant-accepts-e6-5bn-takeover-after-months-of-negotiations/): Irish energy giant DCC Energy has agreed to a €6.5 billion takeover by a consortium of US private equity firms after months of negotiations. The company, which owns the Certa and Flogas brands in Ireland, confirmed it has accepted a takeover offer from KKR and Energy Capital Partners, with its board recommending shareholders back the
- [UK Homeowners Could Stop Paying Council Tax and Stamp Duty Under Burnham Plans](https://wealthwisereport.com/tax/uk-homeowners-could-stop-paying-council-tax-and-stamp-duty-under-burnham-plans/): London homeowners could face higher annual property taxes under proposals backed by Greater Manchester Mayor Andy Burnham, as pressure grows for a major overhaul of the UK's property tax system.The proposals are not Government policy, and ministers have not announced plans to abolish council tax or stamp duty. However, calls for reform have intensified after
- [Natural Gas-Powered AI Push Sees Meta Retreat From Clean Energy Pact](https://wealthwisereport.com/energy/natural-gas-powered-ai-push-sees-meta-retreat-from-clean-energy-pact/): Technology giant Meta - the parent company of Facebook, Instagram and WhatsApp - has exited from a clean energy pact it had been a signatory to for over a decade, following a natural gas-powered push for its hyperscale data centers. The company’s exit from the RE100 - a corporate renewable energy initiative - was revealed
- [‘Clean and inexpensive energy is being thrown away’](https://wealthwisereport.com/energy/clean-and-inexpensive-energy-is-being-thrown-away/): Even though battery storage is key to bringing down electricity costs, the state is restricting the utilisation of this technology, a collective of businesses said on Monday. The Electricity Market Association (EMA) said energy poverty remains one of the biggest challenges, with consumers in Cyprus saddled with among the highest electricity bills across the EU.
- [State Pension tax HMRC rules and Personal Allowance changes](https://wealthwisereport.com/tax/state-pension-tax-hmrc-rules-and-personal-allowance-changes/): The briefing examines calls to increase the tax-free Personal Allowance, reintroduce a special allowance for pensioners and change the way HMRC collects tax as the State Pension continues to rise under the triple lock. Although the Government has already announced a limited concession from 2027, the report makes clear that campaigners, MPs and tax experts
- [GreensKeeper Value Fund Q2 2026 Letter](https://wealthwisereport.com/fund/greenskeeper-value-fund-q2-2026-letter/): Value in Action After a very slow start to the year, the Value Fund surged +10.9% in Q2, bringing its year-to-date return to +1.9%. (1) At last month’s Annual Meeting, we addressed the rumoured “ Death of Value Investing ” and highlighted signs of the market’s frothiness and pervasive risk-taking. Right on cue, the market
- [Techie Tonic: Reimagining insurance with autonomous intelligence](https://wealthwisereport.com/insurance/techie-tonic-reimagining-insurance-with-autonomous-intelligence/): However, intelligence without trust creates risk. As AI becomes embedded across underwriting, claims, pricing, fraud detection, compliance, and customer engagement, insurers must establish robust AI Governance and well-defined guard rails. Every high-impact AI-generated recommendation should be explainable, evidence-backed, monitored for bias, and subject to human accountability. Ethical AI, strong cybersecurity, privacy-by-design, regulatory compliance, and transparent
- [Huijue Solar Launches Container Energy Storage Offering for Commercial Battery Energy Storage](https://wealthwisereport.com/energy/huijue-solar-launches-container-energy-storage-offering-for-commercial-battery-energy-storage/): NEW YORK, United States, July 27, 2026 /MarketersMEDIA/ -- Huijue Solar announced the launch of a Container Energy Storage offering designed to deliver modular commercial battery energy storage capacity to manufacturing, logistics, retail and healthcare customers seeking faster deployment, predictable operating costs and scalable on-site energy control.The offering responds to recurring operational disruptions and rising
- [Burnham says there are ‘big decisions’ ahead on making council tax fairer – UK politics live | Politics](https://wealthwisereport.com/tax/burnham-says-there-are-big-decisions-ahead-on-making-council-tax-fairer-uk-politics-live-politics/): Burnham says 'big decisions' ahead on making council tax fairerAndy Burnham has said there are “big decisions” ahead of his government on council tax, as he criticised the unfairness of the current system for making some people pay higher rates than are levied on more expensive homes in London.In his interview with Laura Kuenssberg for
- [Irish Energy Distributor Agrees to $7.7 Billion Takeover by KKR-Led Consortium](https://wealthwisereport.com/energy/irish-energy-distributor-agrees-to-7-7-billion-takeover-by-kkr-led-consortium/): Irish energy distributor DCC Energy has agreed to be taken over by a consortium led by private equity heavyweight KKR and Energy Capital Partners.The deal values the company at close to $7.7 billion and is about $1 billion higher than KKR’s original offer, which was made in June.The Irish company is among Europe’s largest energy
- [Energy giant agrees £5.7bn takeover as FTSE exodus continues](https://wealthwisereport.com/energy/energy-giant-agrees-5-7bn-takeover-as-ftse-exodus-continues/): DCC Energy is set to become the latest FTSE 100 company to leave the London Stock Exchange after agreeing to sell up to private equity.The Dublin-headquartered business has recommended that shareholders support a £5.75bn takeover by KKR and Energy Capital Partners (ECP).Mark Breuer, the chairman of DCC Energy, said the deal “represents a compelling opportunity
- [DCC Energy Agrees to $7.7 Billion Takeover by ECP and KKR Consortium](https://wealthwisereport.com/energy/dcc-energy-agrees-to-7-7-billion-takeover-by-ecp-and-kkr-consortium/): DCC Energy has agreed to a recommended all-cash takeover by a consortium led by Energy Capital Partners (ECP) and KKR in a deal valuing the energy distribution company at approximately £5.75 billion ($7.7 billion), as private equity investors deepen their interest in energy infrastructure assets.Under the terms of the agreement, shareholders will receive 6,525 pence
- [Advait Battery and Adaptive Engineering to build India's integrated BESS manufacturing and solutions platform](https://wealthwisereport.com/energy/advait-battery-and-adaptive-engineering-to-build-indias-integrated-bess-manufacturing-and-solutions-platform/): As India accelerates investments in renewable energy and grid modernization, Advait Battery Ecosystems Pvt Ltd, a subsidiary of Advait Energy Transitions Ltd, has entered into a Strategic Collaboration Agreement with Adaptive Engineering Pvt Ltd to jointly establish, develop and commercialise an integrated Battery Energy Storage Systems (BESS) manufacturing and solutions platform in India.The collaboration aims
- [Compensation fund pays out nearly £50m in a year, accounts reveal](https://wealthwisereport.com/fund/compensation-fund-pays-out-nearly-50m-in-a-year-accounts-reveal/): The demise of Axiom Ince is expected to drain the compensation fund of £39.1m once all claims are paid, according to the fund’s newly published accounts for 2024-25. Some £37.5m had already been paid out by 31 October, the end of the financial year. The fund, which provides a safety net for client money that is
- [Is your annual travel insurance still worth it in 2026?](https://wealthwisereport.com/insurance/is-your-annual-travel-insurance-still-worth-it-in-2026/): It's easy to let your travel insurance auto-renew, year after year. But will it pay out when you need it?Half of Which? Connect members who purchase travel insurance said they had not updated their cover to reflect changes to their trips, according to our online survey of 1,168 members carried out in April 2026. Annual travel
- [Andy Burnham's council tax plans - what an overhaul could mean for you and your money](https://wealthwisereport.com/tax/andy-burnhams-council-tax-plans-what-an-overhaul-could-mean-for-you-and-your-money/): Andy Burnham has said there are "big decisions" to be made on council tax as he criticised the unfairness of the way the system operates.The current council tax system is seen as deeply flawed and can mean someone living in a £150,000 terraced house in Middlesbrough pays the same as the wealthy owner of a
- [Energy Vault Breaks Ground on AI Campus in Texas for Crusoe Spark Modular Data Centers](https://wealthwisereport.com/energy/energy-vault-breaks-ground-on-ai-campus-in-texas-for-crusoe-spark-modular-data-centers/): Energy Vault, a global energy infrastructure company that supports power grid reliability and next-generation artificial intelligence (AI) and high-performance computing infrastructure, on July 27 announced that construction has commenced at its powered AI infrastructure campus in Snyder, Texas, for Crusoe Cloud. The company said the initial development, referred to as “Snyder AI,” represents the first
- [Glut of wind farm power adds nearly £1bn to household energy bills](https://wealthwisereport.com/energy/glut-of-wind-farm-power-adds-nearly-1bn-to-household-energy-bills/): The issue is set to become one of the biggest new headaches for Miatta Fahnbulleh, the newly appointed Energy Secretary, because the scale of the costs is drawing increasing political attention.Claire Coutinho, the shadow energy secretary, said: “We are already spending £1.5bn a year on wind farms, not to generate energy but to turn them
- [Doyle and Loughman Wealth Management Group](https://wealthwisereport.com/wealth-management/doyle-and-loughman-wealth-management-group/): Based in Lebanon, New Hampshire, Doyle and Loughman Wealth Management Group is a distinguished financial advisory team with over 165 years of combined experience, offering comprehensive wealth management services to clients both locally and nationwide.Led by Executive Managing Partners Brian Doyle, AAMS®, and Stephen Loughman, CFP®, our team specializes in guiding individuals and families through
- [How to get ready for the first Making Tax Digital deadline](https://wealthwisereport.com/tax/how-to-get-ready-for-the-first-making-tax-digital-deadline/): Why do I need specialist software?HMRC has stipulated that all returns must be filed digitally, using HMRC-approved software.Rob Thomson, head of tax at Affinia, explained: “Sole traders and landlords will firstly need to ensure they have registered with HMRC for income tax and then have software in place which allows a direct connection to HMRC
- [Energy may be Cyprus govt’s biggest economic challenge](https://wealthwisereport.com/energy/energy-may-be-cyprus-govts-biggest-economic-challenge/): The real test is to produce secure, affordable energy supplyWith the energy sufficiency problems and power cuts that Cyprus is currently facing, energy will be one of the defining issues for the next government. The challenge extends beyond individual projects. The real task is to develop and implement a coherent long-term strategy capable of delivering
- [UK pension warning issued after £87.2m tax bombshell | Personal Finance | Finance](https://wealthwisereport.com/tax/uk-pension-warning-issued-after-87-2m-tax-bombshell-personal-finance-finance/): Brits should be aware of changes to pension inheritance tax (Image: Getty)Brits looking to retire could face an £87million tax bill after cashing in pension pots experts have warned. A minimum of £87.2million was paid in tax on the largest full pension withdrawals in just six months which is up over 20% year-on-year, new analysis
- [Five steps to take before you pass on a penny of your wealth](https://wealthwisereport.com/wealth-management/five-steps-to-take-before-you-pass-on-a-penny-of-your-wealth/): 2. Decide how much to giveOnce you’ve assessed your estate, it’ll be easier to work out how much you can realistically afford to give away early – if anything – and who you want to benefit.Charlotte Ransom, of wealth management firm Netwealth, said: “Before making any gift, take an honest assessment of what you have
- [Investments surge despite mounting economic and political concern](https://wealthwisereport.com/investments/investments-surge-despite-mounting-economic-and-political-concern/): Scottish investors paid more into their portfolios during the second quarter than in the first three months of 2026 despite ongoing market uncertainty, according to new data from Scottish Widows.Average portfolio contributions totalled £3892.18 between April and June, up from £1790.59 from January to March. And just under half (44%) of Scottish investors reported positive
- [Could your self-assessment tax bill soon be paid monthly?](https://wealthwisereport.com/tax/could-your-self-assessment-tax-bill-soon-be-paid-monthly/): Some self-assessment taxpayers could soon pay their tax bills monthly rather than in a lump sum under new government plans. Announced at the Autumn Budget 2025 and set to be introduced from April 2029, the proposed rules would require self-assessment taxpayers with an employment or private pension income to pay more of their tax liability through
- [Trump administration admits canceling clean energy grants to Democratic states | Trump administration](https://wealthwisereport.com/energy/trump-administration-admits-canceling-clean-energy-grants-to-democratic-states-trump-administration/): The Trump administration has admitted scrapping more than $7.5bn in federal grants for clean energy projects to states “based solely” on whether they backed Donald Trump in the 2024 election.US federal officials appeared to acknowledge in court documents last week that they had terminated the funding last October “based solely” on political criteria, targeting projects
- [Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff](https://wealthwisereport.com/energy/bloom-energy-tumbles-13-fuelcell-energy-drops-9-plug-power-slips-4-in-fuel-cell-selloff/): Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today.
- [Home and travel claims: are insurers getting any better at paying claims?](https://wealthwisereport.com/insurance/home-and-travel-claims-are-insurers-getting-any-better-at-paying-claims/): New Financial Conduct Authority (FCA) data suggests insurers reject almost three in 10 home insurance claims. It's a little better for travel insurance customers, with claims accepted between 83% and 85.5% of the time (depending on the type of travel insurance owned). However, claims acceptance rates exceeded 90% for most of the insurance products covered by the
- [Africa improves health defences, but it remains vulnerable to pandemics](https://wealthwisereport.com/wealth-management/africa-improves-health-defences-but-it-remains-vulnerable-to-pandemics/): Under the related Global Health Security Index, which uses the same methodology, high-income countries score on average 61.6. The United States scores the highest at 75.9, while Britain’s health security measure sits at 67.2.Biosecurity has also improved across the African continent since 2021, measured against factors like stronger legislation on containing samples of dangerous pathogens,
- [TechEx Europe 2026 returns to Amsterdam, bringing together Europe’s enterprise technology leaders](https://wealthwisereport.com/technology/techex-europe-2026-returns-to-amsterdam-bringing-together-europes-enterprise-technology-leaders/): TechEx Europe will take place on 19–20th October 2026 at the RAI, Amsterdam, bringing together more than 8,000 technology professionals, business leaders, and innovators for two days of enterprise technology discussions, technical insights, and cross-industry collaboration. The event combines eight co-located technology conferences and exhibitions under one roof, providing attendees with a comprehensive view of
- [The foreign income and gains regime (FIG) – 2026 tax return considerations | Regional Brand Campaign](https://wealthwisereport.com/tax/the-foreign-income-and-gains-regime-fig-2026-tax-return-considerations-regional-brand-campaign/): The 2025–26 UK tax year marked a fundamental shift in the taxation of internationally mobile individuals, with the abolition of the remittance basis and the introduction of the foreign income and gains (FIG) regime. This reform has materially changed how foreign income and gains are reported in the UK self-assessment (SA) tax return for 2026.The
- [AI in wealth management: budgets surge but ROI remains elusive](https://wealthwisereport.com/wealth-management/ai-in-wealth-management-budgets-surge-but-roi-remains-elusive/): AI is being deployed across trading workflows, with approximately a third of brokers currently using it for real-time algorithm optimization (32 percent), venue selection (29 percent), and market data analysis (29 percent). Compliance and surveillance adoption remains low at 12 percent, though 44 percent of brokers plan to implement it in the near term, according
- [Dutch business investments fall 3.8% in May](https://wealthwisereport.com/investments/dutch-business-investments-fall-3-8-in-may/): Business investments in the Netherlands decreased for the second consecutive month in May, falling 3.8 percent compared with the same month a year earlier, Statistics Netherlands (CBS) reported. Companies invested less in buildings, infrastructure, and machines than a year earlier while spending more on airplanes.The decline followed a 3.3 percent drop in April. Investments had
- [SIC gained £47m from investments last year – but withdrew same amount from reserves](https://wealthwisereport.com/investments/sic-gained-47m-from-investments-last-year-but-withdrew-same-amount-from-reserves/): SHETLAND Islands Council (SIC) made £47 million from its investments in the last financial year – but it needed to draw the same amount from its reserves for spending.This meant that the SIC’s investments both began and ended 2025/26 with a value of £371 million.However at the end of May the council’s investments had risen
- [7 brilliant health products Which? experts use and recommend](https://wealthwisereport.com/wealth-management/7-brilliant-health-products-which-experts-use-and-recommend/): A good night's sleep, quicker recovery after exercise and boosts for your everyday wellbeing can all come down to choosing the best products to support. Thanks to our rigorous testing, we know which ones genuinely deliver.While our independent testing helps identify the best performers, some products stand out for another reason: they've earned a place
- [Using tax as a strategic compounding lever](https://wealthwisereport.com/wealth-management/using-tax-as-a-strategic-compounding-lever/): Imagine two professionals, Sarah and David, who both have R100 000 in surplus capital to invest annually. Both are in the highest marginal tax bracket in South Africa, and both select identical underlying investment portfolios designed to yield a 10% annual return. David chooses to invest his capital directly in his personal capacity. Every year,
- [Are Rental Properties Worth Investing in? Pros, Cons, and Expert Tips](https://wealthwisereport.com/property/are-rental-properties-worth-investing-in-pros-cons-and-expert-tips/): Key Takeaways Owning rental properties can yield profits if managed properly, and it requires ongoing involvement and maintenance.Tax advantages include deductions for expenses like mortgage interest, insurance, and maintenance.Because direct real estate is illiquid, a rushed sale can require concessions or produce a lower price.Potential downsides include difficult tenants, rising taxes, and the risk of
- [Credent Wealth Management | Company Overview & News](https://wealthwisereport.com/wealth-management/credent-wealth-management-company-overview-news/): About Credent Wealth ManagementCredent Wealth Management is a Registered Investment Advisor (RIA) headquartered in Indiana with over $3 billion in assets under management, offering a uniquely client-centric approach to wealth management through commission-free, transparent, and impactful financial planning and investment strategies. Since its inception in 2018, Credent has grown rapidly through a combination of organic
- [10 Frequently Asked Questions About Personal Finance](https://wealthwisereport.com/wealth-management/10-frequently-asked-questions-about-personal-finance/): By The AllBusiness.com TeamMoney touches nearly every decision we make, yet most people never receive formal instruction in how to manage it. That gap leaves a lot of room for confusion about budgeting, saving, debt, credit, and retirement. Below are answers to ten of the most common personal finance questions people ask, along with practical
- [The US needs a new Manhattan Project for fusion energy](https://wealthwisereport.com/energy/the-us-needs-a-new-manhattan-project-for-fusion-energy/): Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.The writer is director of the Columbia Fusion Research Center and associate professor of applied physics at Columbia UniversityImagine an energy source that can produce electricity anywhere and releases no greenhouse gas emissions. It’s also safe and
- [Energy Secretary sends ‘important signal’ as she makes Aberdeen her first visit](https://wealthwisereport.com/energy/energy-secretary-sends-important-signal-as-she-makes-aberdeen-her-first-visit/): Miatta Fahnbulleh was in the city on Thursday to meet industry body Offshore Energies UK.The UK’s new Energy Secretary held “constructive” talks with industry leaders as she visited Aberdeen just days after being appointed to the role.Miatta Fahnbulleh took over from Ed Miliband when Prime Minister Andy Burnham announced his Cabinet after moving into Downing
- [Accounting Today Names LBMC Investment Advisors a Top 2026 CPA Wealth Management Firm by Assets Under Management](https://wealthwisereport.com/wealth-management/accounting-today-names-lbmc-investment-advisors-a-top-2026-cpa-wealth-management-firm-by-assets-under-management/): Firm recognized for managing more than $2.3 billion in client assets through integrated wealth management and tax planning Accounting Today Names LBMC Investment Advisors a Top 2026 CPA Wealth Management Firm by Assets Under Management Get the latest news delivered to your inbox Sign up for The Manila Times newsletters By signing up with an
- [UK ranks worst in Europe for mental health - as one in three affected](https://wealthwisereport.com/wealth-management/uk-ranks-worst-in-europe-for-mental-health-as-one-in-three-affected/): One in three are affected by a mental health problem in the UK (Image: Getty Images)The UK has the worst mental health in Europe and the third worst in the world - with more than one in three people impacted by poor mental health, according to global data. Almost a third of people experiencing mental
- [Six technology and innovation investment trusts to consider](https://wealthwisereport.com/technology/six-technology-and-innovation-investment-trusts-to-consider/): Technology, and its ever-present subsector artificial intelligence (AI), are perhaps the hottest topics in investment – and have been for several years.Information technology officially accounts for 32% of the MSCI ACWI Index. Yet in reality, what we’d all intuitively think of as ‘tech’ companies account for a greater proportion of this, since MSCI officially designates
- [US brokerage giant Interactive Brokers adds Bucharest Stock Exchange companies on its platform](https://wealthwisereport.com/stock-brokers/us-brokerage-giant-interactive-brokers-adds-bucharest-stock-exchange-companies-on-its-platform/): Interactive Brokers, the American brokerage giant with more than 5 million clients, USD 775 billion in assets, and more than 4 million trades processed daily across 170 markets, has added shares listed on the Bucharest Stock Exchange to its platform, including Banca Transilvania, OMV Petrom, Romgaz, and Hidroelectrica. Until now, a non-resident investor had to
- [Gate Insure highlights digital motor insurance for UK drivers](https://wealthwisereport.com/insurance/gate-insure-highlights-digital-motor-insurance-for-uk-drivers/): The Essex-based business concentrates on private motor insurance and on customers whose circumstances may require greater flexibility during the quotation process. This includes younger motorists, drivers with penalty points or previous motoring convictions, customers with limited or no No Claims Discount, and motorists whose circumstances may not fit conventional mainstream underwriting models. Gate Insurance Brokers
- [Benchmark appoints former Schroders Personal Wealth director to Oculus](https://wealthwisereport.com/wealth-management/benchmark-appoints-former-schroders-personal-wealth-director-to-oculus/): Steve Renfrew, a former regional director at Schroders Personal Wealth and Barclays, has been appointed managing director at Oculus Wealth Management. In his new role, Renfrew will support efforts to attract advisers from private banks, wealth managers and financial advice firms in the high-net-worth market and contribute to Oculus’ ongoing growth. Renfrew has decades of
- [Who is Miatta Fahnbulleh, the radical-thinking new UK energy secretary? | Politics](https://wealthwisereport.com/energy/who-is-miatta-fahnbulleh-the-radical-thinking-new-uk-energy-secretary-politics/): In her first 48 hours as energy secretary, Miatta Fahnbulleh was left in no doubt about the thorny policy decision at the top of her in-tray. Protesters from Fossil Free London met her outside her new offices dressed as firefighters holding placards reading: “We’re already putting out fires, don’t start new ones.”The MP for Peckham
- [The cheapest electric cars to insure in 2026 – and what our expert makes of the list](https://wealthwisereport.com/insurance/the-cheapest-electric-cars-to-insure-in-2026-and-what-our-expert-makes-of-the-list/): More UK drivers are switching to electric vehicles (EVs), with battery electric registrations up 24.3% in the first five months of 2026, according to the Society of Motor Manufacturers and Traders. Government grants of up to £3,750 on eligible new EVs and cheaper home charging can make the switch look increasingly appealing. But even if an
- [New era begins as Millennium acquires The Protectors](https://wealthwisereport.com/wealth-management/new-era-begins-as-millennium-acquires-the-protectors/): Millennium Wealth Management has announced the acquisition of The Protectors Financial as part of an ambitious growth strategy that will see the business expand its footprint across Shropshire while broadening its range of financial services. As part of the transition, the company will be rebranded as The Mortgage Centre, reflecting the company’s continued focus on delivering expert
- [China unveils five-year plan for renewable energy development](https://wealthwisereport.com/energy/china-unveils-five-year-plan-for-renewable-energy-development/): A drone photo shows staff members of State Grid Huzhou power supply company conducting inspection on the photovoltaic lines and equipment at a photovoltaic power station in Changxing County of Huzhou City, east China's Zhejiang Province, May 27, 2026. (Xinhua/Xu Yu) China has officially rolled out its plan for renewable energy development during the 15th
- [Energy Transition: Govt, Academia Urged to Deepen Partnershi](https://wealthwisereport.com/energy/energy-transition-govt-academia-urged-to-deepen-partnershi/): Energy experts, academics, and industry leaders have called on the Federal Government to strengthen its collaboration with the private sector and universities to expedite Nigeria’s energy transition. The stakeholders, while speaking at the fourth Dr Diran Fawibe Annual Lecture organised by the International Energy Services Limited, in conjunction with the Centre for Petroleum, Energy Economics
- [Tax management an integral part of corporate governance - IRB](https://wealthwisereport.com/wealth-management/tax-management-an-integral-part-of-corporate-governance-irb/): KUALA LUMPUR: Tax management has become an integral part of corporate governance strategy as more companies place greater emphasis on tax compliance, risk management, and transparency in their business operations, the Malaysian Inland Revenue Board (IRB) said today.IRB said in a statement today that this development was clearly reflected in the strong response to the Transfer
- [Why Bloom Energy Stock Soared 248% in the First Half of 2026](https://wealthwisereport.com/energy/why-bloom-energy-stock-soared-248-in-the-first-half-of-2026/): Bloom Energy (BE -3.01%) stock soared 248.4% in the first half of 2026, according to data provided by S&P Global Market Intelligence. From opening the first trading day of 2026 at a sleepy $90.57 to an absolute star topping out above $300 by the end of June, the stock wasn't just riding the artificial intelligence
- [House votes to limit stock trading by members of Congress](https://wealthwisereport.com/stock-brokers/house-votes-to-limit-stock-trading-by-members-of-congress/): WASHINGTON (AP) — The House approved legislation Wednesday that would bar members of Congress from purchasing individual stocks, advancing an ethics proposal that lawmakers in both parties have long championed but repeatedly failed to enact.Some Democrats sided with the Republican majority in the 232-198 vote that came as lawmakers prepared to return home and campaign
- [Third Avenue International Real Estate Value Fund Q2 2026 Letter](https://wealthwisereport.com/fund/third-avenue-international-real-estate-value-fund-q2-2026-letter/): Dear Fellow Shareholders, We are pleased to provide you with the Third Avenue International Real Estate Value Fund (the “Fund”) report for the quarter ended June 30, 2026. The Fund delivered a return of +2.23% (after fees) for the quarter, compared with the MSCI ACWI ex USA IMI Core Real Estate Index1 (the “Index”), which
- [Mashreq launches Money Insights, bringing smarter financial management](https://wealthwisereport.com/wealth-management/mashreq-launches-money-insights-bringing-smarter-financial-management/): New personal financial management capability helps about 1.5 million NEO customers better understand spending, manage subscriptions and take greater control of their financesPublished: Wed 22 Jul 2026, 4:28 PM Reinforcing its commitment to customer-centric digital innovation, Mashreq has launched Money Insights, a new personal financial management capability within Mashreq Mobile App. Designed to help customers
- [Truist hires Shimna Sameer as head of Truist Wealth](https://wealthwisereport.com/wealth-management/truist-hires-shimna-sameer-as-head-of-truist-wealth/): Sameer to drive growth, investment in wealth management businessCHARLOTTE, N.C., July 22, 2026 /PRNewswire/ -- Truist Financial Corporation (NYSE: TFC) today announced Shimna Sameer as head of Truist Wealth. Sameer joins the company to accelerate the performance and scale the delivery of Truist's wealth management business.As head of Truist Wealth, Sameer will have broad oversight
- [New Chancellor under pressure to rip up Rachel Reeves' tax hikes | Personal Finance | Finance](https://wealthwisereport.com/tax/new-chancellor-under-pressure-to-rip-up-rachel-reeves-tax-hikes-personal-finance-finance/): Pressure is mounting on new Chancellor John Healey to ditch a string of Rachel Reeves' controversial tax changes amid warnings they could leave millions worse off. Investment platform AJ Bell says Healey has an opportunity to draw a line under months of uncertainty over pensions, ISAs, and taxes, as he prepares for his first Budget.The
- [Top 10: Energy CEOs | Energy Digital](https://wealthwisereport.com/energy/top-10-energy-ceos-energy-digital/): John has served as President and CEO of NextEra since early 2022, reaching the top office exactly two decades after first joining. NextEra is a true titan of renewable energy, and this reputation has only been further solidified under John’s guidance. Today, it is considered the world’s largest solar and wind company, with a market cap
- [Dodge & COX Stock Fund’s Q2 2026 Investor Letter](https://wealthwisereport.com/fund/dodge-cox-stock-funds-q2-2026-investor-letter/): When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative
- [MOFI Real Estate Investment Fund reports N14.49 billion profit in H1 2026](https://wealthwisereport.com/fund/mofi-real-estate-investment-fund-reports-n14-49-billion-profit-in-h1-2026/): MOFI Real Estate Investment Fund (MREIF) reported profit before tax of N14.49 billion for the six months ended June 30, 2026, supported by strong income generation from its investment portfolio.Interest income from cash and cash equivalents and financial assets measured at amortized cost totalled N14.31 billion, accounting for 81.9% of the Fund’s N17.48 billion total
- [New UK energy secretary previously called for net zero target to be accelerated](https://wealthwisereport.com/energy/new-uk-energy-secretary-previously-called-for-net-zero-target-to-be-accelerated/): Those who believe Andy Burnham will step up oil and gas production in the North Sea — including Donald Trump — may be surprised by his choice of energy secretary.Far from marking a clean break from Ed Miliband, whose pursuit of net zero in the role made him a hate figure for rightwingers, Miatta Fahnbulleh
- [Blue Marble and MAPFRE team up on parametric insurance](https://wealthwisereport.com/insurance/blue-marble-and-mapfre-team-up-on-parametric-insurance/): Blue Marble, a specialist in designing innovative parametric insurance products, has joined forces with global insurer MAPFRE to widen the availability of parametric cover for communities and businesses exposed to climate risks.The tie-up centres on parametric solutions that draw on objective data, advanced analytics, AI and automation to trigger financial support automatically once predefined events
- [People: Rothschild & Co; Carden Group; Ascend; Fletcher Risk Management; Troo Hospitality; Bexley Beaumont](https://wealthwisereport.com/wealth-management/people-rothschild-carden-group-ascend-fletcher-risk-management-troo-hospitality-bexley-beaumont/): Rothschild & Co has appointed Samantha Beach as a director and client adviser in its UK Wealth Management business based in Manchester, further strengthening its regional presence. Samantha joins from Barclays Private Bank, where she spent more than a decade advising individuals, founders and families with substantial wealth across the North of England, developing
- [A strange quantum effect dramatically boosts energy transfer](https://wealthwisereport.com/energy/a-strange-quantum-effect-dramatically-boosts-energy-transfer/): Electron and proton motion often work together in both living systems and engineered materials. The most familiar example is proton-coupled electron transfer (PCET), a process that plays a central role in bioenergetics, cellular respiration, photosynthesis, and nitrogen fixation. PCET has also influenced the design of many artificial materials used for energy conversion and storage. More
- [Burnham's energy secretary rows back on calls to reach net-zero within the next 10 years](https://wealthwisereport.com/energy/burnhams-energy-secretary-rows-back-on-calls-to-reach-net-zero-within-the-next-10-years/): Miatta Fahnbulleh told Tom Swarbrick that getting the energy transition right meant a 'pragmatic approach' Want LBC stories before everyone else? Set us as your Preferred Source on Google Andy Burnham's newly appointed energy secretary has rowed back on her previous calls for Britain to implement net-zero within 10 years. Speaking to Tom Swarbrick, Miatta
- [Energy IPOs Are Booming Thanks to AI’s Insatiable Thirst for Power](https://wealthwisereport.com/energy/energy-ipos-are-booming-thanks-to-ais-insatiable-thirst-for-power/): The artificial intelligence boom has created an era of unprecedented uncertainty in the global economy. Large language models are evolving as quickly as they are being integrated, creating a major headache for anyone trying to project their future impact or even their current energy footprint. But while we don’t know exactly how much energy will
- [Forget ETHA. iShares' Other Ether Fund Is Nearly Identical, Except It Pays You](https://wealthwisereport.com/fund/forget-etha-ishares-other-ether-fund-is-nearly-identical-except-it-pays-you/): © Zakharchuk / Shutterstock.com The iShares Ethereum Trust ETF (NASDAQ: ETHA) has become the default way for U.S. investors to gain spot Ethereum exposure in a brokerage account. It holds 100% Ethereum, runs $4.75B in assets, and charges 0.25%. For ETHA holders, the appeal is straightforward: BlackRock custody, tight tracking, no wallet, no keys. What ETHA does not
- [Personal Financial Specialists: Overview, Requirements, Benefits](https://wealthwisereport.com/wealth-management/personal-financial-specialists-overview-requirements-benefits/): What Is a Personal Financial Specialist (PFS)? A Personal Financial Specialist (PFS) is a certification for certified public accountants (CPAs) that allows them to expand their expertise and offerings to include financial planning and wealth management. The American Institute of Certified Public Accountants (AICPA) established the Personal Financial Specialist (PFS) credential, which is reserved for
- [My fund bought Rolls-Royce shares at 70p and they recently hit £14: Here's where you should invest next...](https://wealthwisereport.com/fund/my-fund-bought-rolls-royce-shares-at-70p-and-they-recently-hit-14-heres-where-you-should-invest-next/): Each month, we put a senior fund or investment manager to task with our I'm a fund manager series to find out how they manage their own money.We want to know where they'd invest for the next year - and next 10 years - and what pitfalls to avoid. We also quiz them about Nvidia, gold, and
- [British Gas mixed up our energy meter – but now I’m being penalised | Money](https://wealthwisereport.com/energy/british-gas-mixed-up-our-energy-meter-but-now-im-being-penalised-money/): Residents in our new housing development are being billed for each other’s energy after the meters were mixed up.I realised British Gas was sending bills for my energy to the developer of the estate instead of to me. I informed British Gas of my details when I moved in seven months ago.When I finally persuaded
- [Rising energy bills to wipe out Andy Burnham’s VAT cut](https://wealthwisereport.com/energy/rising-energy-bills-to-wipe-out-andy-burnhams-vat-cut/): Household energy bills are forecast to rise by more than £150 despite Andy Burnham’s pledge to cut VAT on electricity.The temporary tax cut will save households an average of £45 a year, but UK energy suppliers predict this saving will be wiped out by much larger bill increases in October and January when the price
- [How Insurance Leaders Can Adopt AI Without Losing Human Connection](https://wealthwisereport.com/insurance/how-insurance-leaders-can-adopt-ai-without-losing-human-connection/): Scott Murphy, Chief Executive Officer, Jewelers Mutual.​Technology is changing how insurers operate, but progress should not be measured by how many tools an organization adopts. It should be measured by whether those tools help employees serve people more effectively.That distinction matters in insurance. Customers often turn to an insurer during stressful or uncertain moments. They
- [Qumis Launches the Industry's First Attorney-Certified AI Agents for Commercial Insurance Coverage](https://wealthwisereport.com/insurance/qumis-launches-the-industrys-first-attorney-certified-ai-agents-for-commercial-insurance-coverage/): Tuesday 21 July 2026 2:00 pm Qumis, the coverage intelligence platform for commercial property & casualty insurance, today announced the launch of its certified AI agents, a team of line-of-business specialists that work together to analyze entire insurance programs and deliver finished, citation-backed coverage analysis in minutes. Built for brokers, carriers, MGAs, TPAs, claims professionals
- [Families defeat HMRC in ‘landmark’ inheritance tax ruling](https://wealthwisereport.com/tax/families-defeat-hmrc-in-landmark-inheritance-tax-ruling/): In a Court of Appeal judgment, Sir Launcelot Henderson concluded that Ms Elborne and her advisers had “succeeded in implementing an ingenious scheme”.He said the scheme worked because it predated changes in anti-avoidance legislation. Home loan schemes no longer work.Nick Porter, of Buckles Law, called it a “landmark decision” and a “rare win” for taxpayers
- [Cresset Adds Two Managing Directors From Lazard Wealth](https://wealthwisereport.com/wealth-management/cresset-adds-two-managing-directors-from-lazard-wealth/): Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm announced Tuesday.Tiano and Smith previously served as directors for Lazard Wealth for about two
- [UK insurance customers warned to check policy now - ‘contact immediately' | Personal Finance | Finance](https://wealthwisereport.com/insurance/uk-insurance-customers-warned-to-check-policy-now-contact-immediately-personal-finance-finance/): Customers of a specific insurance broker have been urged to check their insurance policies as soon as possible. According to the Financial Conduct Authority, an independent public body that regulates financial services firms and consumer credit, Anthony Jones (UK) Limited (AJL) has agreed to stop carrying out any regulated activity, meaning it cannot provide any
- [What happened the last time Britain tried a land value tax](https://wealthwisereport.com/tax/what-happened-the-last-time-britain-tried-a-land-value-tax/): Europe stands on the brink of war and a huge amount of money must be raised for defence. The welfare state demands an ever-greater share of the national income. In response, a Left-wing government decides to impose a radical new property tax.It might be assumed these events describe present-day Britain. However, they could just as
- [1 In 3 Indians Face Financial Anxiety. Is AI Becoming The Country's New Money Manager?](https://wealthwisereport.com/wealth-management/1-in-3-indians-face-financial-anxiety-is-ai-becoming-the-countrys-new-money-manager/): Show Quick Read Key points generated by AI, verified by newsroom One-third of urban Indians frequently experience financial anxiety. Financial planning and money management cause significant urban stress. AI tools and social media increasingly guide financial decision-making. Nearly one in three urban Indians frequently experience financial anxiety, with managing money proving to be a bigger
- [My fund bought Rolls Royce shares at 70p and last month they hit £14: Here's where you should invest next...](https://wealthwisereport.com/fund/my-fund-bought-rolls-royce-shares-at-70p-and-last-month-they-hit-14-heres-where-you-should-invest-next/): Each month, we put a senior fund or investment manager to task with our I'm a fund manager series to find out how they manage their own money.We want to know where they'd invest for the next year - and next 10 years - and what pitfalls to avoid. We also quiz them about Nvidia, gold, and
- [Red Ed rides off as Burnham reshapes cabinet and cuts VAT on energy bills](https://wealthwisereport.com/energy/red-ed-rides-off-as-burnham-reshapes-cabinet-and-cuts-vat-on-energy-bills/): Ed Miliband has left the government’s energy brief to become Foreign Secretary after two years of rapid renewable expansion, which also left Britain facing the highest electricity costs in Europe – and major questions over how the transition will be funded.Prime Minister Andy Burnham moved Miliband to the Foreign Office in his first reshuffle yesterday.
- [Wealth tax on UK’s super-rich could raise £10bn a year, Andy Burnham told | Economics](https://wealthwisereport.com/tax/wealth-tax-on-uks-super-rich-could-raise-10bn-a-year-andy-burnham-told-economics/): A wealth tax on the UK’s super-rich households could raise £10bn a year, according to academics who urged Andy Burnham to include the measure in his plans to “make tax fairer” and pay for better public services.The sum could be raised through a 2% minimum charge on households with more than £100m in wealth and
- [London Stock Exchange Plans Night Trading to Win Back Retail Investors from Crypto Firms](https://wealthwisereport.com/stock-brokers/london-stock-exchange-plans-night-trading-to-win-back-retail-investors-from-crypto-firms/): London Stock Exchange plans to launch extended trading hours in early 2027. The exchange aims to win back retail investors drawn to 24/7 stock and tokenized offerings by crypto firms. London Stock Exchange Plans 24/7 Trading in 2027 The London Stock Exchange Group (LSEG) is moving forward with plans to introduce 24-hour trading, marking a
- [Who is new Energy Secretary Miatta Fahnbulleh? – Daily Business](https://wealthwisereport.com/energy/who-is-new-energy-secretary-miatta-fahnbulleh-daily-business/): One new name in the UK Cabinet is Miatta Fahnbulleh who replaces Ed Miliband as Secretary of State for Energy Security and Net Zero. Ms Fahnbulleh, who was only elected in the 2024 landslide, has been working on policy ideas for a potential Burnham government since resigning as a junior communities minister in the aftermath
- [Sequoia Fund Q2 2026 Shareholder Letter](https://wealthwisereport.com/fund/sequoia-fund-q2-2026-shareholder-letter/): 1 The performance data for the Fund shown above represents past performance and assumes reinvestment of dividends. Past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost.
- [Young Family Insurance Planning: How young families should prioritise insurance purchases, avoid mistakes | Personal Finance](https://wealthwisereport.com/insurance/young-family-insurance-planning-how-young-families-should-prioritise-insurance-purchases-avoid-mistakes-personal-finance/): Young families may view insurance as a forced expense or a tax-saving chore. However, the real-life situation for most people is far more precarious: they are often “asset-poor and liability-rich”. You likely have a growing income and a bright future, but you also have significant dependencies — young children, a spouse or perhaps a new
- [Family Insurance Planning: How to choose the right health, life insurance policies for your family | Personal Finance](https://wealthwisereport.com/insurance/family-insurance-planning-how-to-choose-the-right-health-life-insurance-policies-for-your-family-personal-finance/): Insurance is no longer a “set-and-forget” purchase, but the foundation of a financial plan that must evolve alongside your family. Without the right protection, a single medical emergency or the loss of a breadwinner can liquidate years of disciplined investing in weeks. Choosing the right policy is about identifying which risks you can afford
- [Pre-filled forms, guaranteed returns:Red flags when buying insurance online | Personal Finance](https://wealthwisereport.com/insurance/pre-filled-forms-guaranteed-returnsred-flags-when-buying-insurance-online-personal-finance/): Buying insurance online takes a few minutes. While speed is convenient, it removes the traditional safety net of human advice. When you buy online, you act as your own underwriter. The situation where this matters most is the moment right before you hit “pay now” on a web aggregator. Mistakes made here do not
- [Memory chip scarcity keeps AI thesis intact: RBC Wealth Management](https://wealthwisereport.com/wealth-management/memory-chip-scarcity-keeps-ai-thesis-intact-rbc-wealth-management/): ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via EmailGautam Chadda, Executive Director at RBC Wealth Management, says supply bottlenecks mean scarcity in the high-bandwidth memory market could persist for another six to 12 months, with AI enablement and AI infrastructure spending continuing to support memory makers. He also discusses the South
- [Private health insurance costs by age: how much more could you pay?](https://wealthwisereport.com/insurance/private-health-insurance-costs-by-age-how-much-more-could-you-pay/): Private health insurance becomes significantly more expensive as you get older, with average monthly sample quotes for core cover rising from £32.81 at age 30 to almost £178 at age 80, according to analysis by broker LifeSearch.While it can be tempting to choose the cheapest policy as premiums rise, differences in cover, hospital choice and
- [UK energy producer plunges into liquidation - in business for 8 years | UK | News](https://wealthwisereport.com/energy/uk-energy-producer-plunges-into-liquidation-in-business-for-8-years-uk-news/): A UK energy producer has plunged into liquidation. Baker Street Generation Limited entered Creditor's Voluntary Liquidation on July 16, a notice in the London Gazette reveals. This process happens when an insolvent company chooses to wind up its operations and close. It means an insolvency practitioner (a liquidator) comes in to liquidate the company, sell
- [Will Andy Burnham unfreeze the personal allowance? What unchanged tax bands have meant for our finances](https://wealthwisereport.com/tax/will-andy-burnham-unfreeze-the-personal-allowance-what-unchanged-tax-bands-have-meant-for-our-finances/): Andy Burnham will be dealing with an overflowing in-tray now he is officially in Number 10.The new Prime Minister has already said he will announce plans to ease the cost-of-living crisis which looms large over his premiership.The growing tax burden is also a hot potato as more workers and pensioners are dragged into paying more
- [RBC Draws $1.6B Dallas-Based Team from Stifel](https://wealthwisereport.com/wealth-management/rbc-draws-1-6b-dallas-based-team-from-stifel/): RBC Wealth Management has lured a six-person team, KPM Wealth Advisory Group, from Stifel, Nicolaus & Company to its Dallas branch. The advisors had previously overseen $1.6 billion in client assets.The team includes managing directors and financial advisors Donald Kinsey, Travis Moss and Matthew Pickett, along with senior financial associates Shawn Ezzo and Stephanie Mareth
- [CIMB aims to be primary wealth partner for Asean’s affluent](https://wealthwisereport.com/wealth-management/cimb-aims-to-be-primary-wealth-partner-for-aseans-affluent/): KUALA LUMPUR: CIMB Group aims to become the primary wealth management partner for affluent individuals across ASEAN through the introduction of CIMB Private Wealth, as rising incomes, urbanisation and intergenerational wealth transfers reshape demand for wealth advisory services across the region.The new wealth management proposition, introduced by CIMB Bank Bhd, combines institutional-grade financial solutions with
- [American Heart Association Deems 5 Cups of Coffee Safe but Warns Against Energy Drinks](https://wealthwisereport.com/energy/american-heart-association-deems-5-cups-of-coffee-safe-but-warns-against-energy-drinks/): Humans love coffee. So much so that caffeine has been called the world's most popular stimulant, and coffee is the most common source of it. For many, the brown brew is the first thing they reach for in the morning, boosting alertness and concentration and helping them power through a day that demands focus. But
- [Have Wealth Advisors Lost The Plot On Active Management?](https://wealthwisereport.com/wealth-management/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 a time when active management was not some niche corner of the investing world. Investors knew the big names in active fund management.Then indexing became more common. It's low cost, can offer broad
- [A year after the GST exemption for health insurance, have premiums actually come down? – Firstpost](https://wealthwisereport.com/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 gone. From 22 September 2025, individual and family health insurance is GST-free, so the final bill is lower even when the base price remains unchanged.What is the GST Rate on Health Insurance
- [How much does landlord insurance cost?](https://wealthwisereport.com/insurance/how-much-does-landlord-insurance-cost/): Which types of business insurance could commercial landlords benefit from the most?A couple types of business insurance are the best fit for many commercial landlords. These include:Business Owner's Policy (BOP insurance)For many commercial property owners, a Business Owner's Policy, also called BOP insurance, is the first policy they buy.A BOP combines two important types of
- [PRA and FCA consult on proposed UK insurance captive regime](https://wealthwisereport.com/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) published parallel consultation papers on a new, bespoke regulatory framework for captive insurance in the UK. Captive insurance is a method of self-(re)insurance and risk management that gives businesses greater control over
- [AssetMark Tax Management Services Surpass $10 Billion in Tax-managed Assets](https://wealthwisereport.com/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, Calif., July 20, 2026 (GLOBE NEWSWIRE) -- AssetMark, a leading wealth management platform for independent financial advisors, today announced that assets actively tax-managed through its Tax Management Services (TMS) have surpassed $10
- [Hundreds of pensioners hit with £100k tax bills](https://wealthwisereport.com/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 pots.Nearly 400 taxpayers shelled out at least £98,700 to HMRC after emptying pension pots worth at least £250,000 between October 2024 and March 2025.This was a third more savers than in the
- [Moneysupermarket launches investment platform powered by Seccl](https://wealthwisereport.com/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 a 0.34 per cent annual platform fee.Customers can choose from 40 funds and ETFs and can invest through a stocks-and-shares Isa or general investment account. Lis Barton, chief customer officer at Moneysupermarket,
- [Wealth-tech firm Veriqus Group raises ₹387 crore in funding round led by Norwest Venture](https://wealthwisereport.com/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 ₹387 crore in a funding round led by Norwest Venture Partners, the company said in a statement on Monday.“India's wealth management industry is at an inflection point, driven by rapid wealth creation
- [The PRS Database has been tested on real landlords. What happens next will separate the professionals from everyone else](https://wealthwisereport.com/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, who registered actual properties and were issued a Landlord Registration Number and a Property Registration Number. The shape of the live system is now reasonably clear, and the rollout is planned to
- [Energy Department removes more than 1,600 webpages from public website](https://wealthwisereport.com/energy/energy-department-removes-more-than-1600-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 Energy Department website was ready to help. And if you needed an expert, the site guided you to another page for help lining up a professional energy assessment, a well-established first step
- [When Anyone Can Build Anything, Intellectual Property Is The Last Moat](https://wealthwisereport.com/property/when-anyone-can-build-anything-intellectual-property-is-the-last-moat/): Charles Lew is the owner of The Lew Firm, & LA Small Business Commissioner. Charles writes & speaks on the confluence of AI and the Law.​Back in 2020, I wrote a piece for Forbes called "In A Digital World, Your Most Valuable Property Is Intellectual." I opened with a question. How do you protect your
- [Growing threats prompt rethink over cyber insurance](https://wealthwisereport.com/insurance/growing-threats-prompt-rethink-over-cyber-insurance/): Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter.Days after Stryker faced a devastating cyber attack in March, the medical technology company disclosed that it had not purchased cyber insurance.The attack forced the company to delay scheduled surgeries and had a “big impact” on first-quarter
- [National Insurance Day 2026: How Insurance Builds Confidence for Life’s Surprises](https://wealthwisereport.com/insurance/national-insurance-day-2026-how-insurance-builds-confidence-for-lifes-surprises/): Imagine a world without insurance. Every accident, illness, or disaster would mean paying out of pocket. A single medical emergency could mean using up years of hard-earned savings, and the untimely loss of a breadwinner could leave families vulnerable and without financial support.Insurance has existed for centuries. Merchants in Babylon used contracts to protect cargo
- [What is a money market fund? The basics](https://wealthwisereport.com/fund/what-is-a-money-market-fund-the-basics/): Cash has had a better run in recent years. But with the path of interest rates still uncertain, and ISA rules changing from April 2027, savers are keeping a closer eye on where their money sits. For some people, a Cash ISA or savings account will still be the right fit. Others may want a
- [Norwest invests ₹387 cr in Veriqus Group to launch wealth, asset management platform](https://wealthwisereport.com/wealth-management/norwest-invests-₹387-cr-in-veriqus-group-to-launch-wealth-asset-management-platform/): Veriqus Group has attracted ₹387 crore in its latest funding round led by Norwest, a global venture and growth equity investment firm managing over $15.5 billion in capital, even as it launched an integrated wealth and asset management platform.Founded by seasoned financial services leaders Ashish Gumashta, former Chairman & CEO of Julius Baer India, and
- [Best Tech Stocks in July 2026](https://wealthwisereport.com/technology/best-tech-stocks-in-july-2026/): 1. Which are the top technology stocks to buy in July 2026?The top technology stocks highlighted are Apple, Sandisk, Dell Technologies, Seagate, Western Digital, Everpure and IonQ. These companies stand out due to scale, EPS growth and exposure to major tech trends.2. Why is Apple included in the list?Apple is included because of its $4.88
- [Energy Storage Key To Avoiding The Next Energy Crisis](https://wealthwisereport.com/energy/energy-storage-key-to-avoiding-the-next-energy-crisis/): Europe is working hard to increase the share of renewables in the continental energy mix. European Union nations have been working to add wind and solar capacity as quickly as possible against the backdrop of oil price shocks and supply chain volatility, and have made considerable progress in indigenous renewable installations. However, all of that
- [Hormuz Closure Exposes Africa's Energy Dependence on Iran and China](https://wealthwisereport.com/energy/hormuz-closure-exposes-africas-energy-dependence-on-iran-and-china/): The ongoing restrictions on fuel trade, following the closure of the Strait of Hormuz, have led to widespread energy shortages in several parts of the world, demonstrating the vulnerabilities in many countries' energy security. As states look to develop alternative, regional supply chains or turn to alternative energy sources, such as renewables, it has become
- [Molten salt and human sweat: the weird batteries that could store renewable energy | Renewable energy](https://wealthwisereport.com/energy/molten-salt-and-human-sweat-the-weird-batteries-that-could-store-renewable-energy-renewable-energy/): In the deserts of the United Arab Emirates a sprawling clean energy project, stretching across an area roughly the size of 12,600 football fields, will play host to a breakthrough allowing solar energy to power the equivalent of half a million homes through the night.The Gulf state has been steadily combining 5.2GW of solar power
- [Restoring Britain’s health to 2014 levels could add 2% to GDP, thinktank says | Health](https://wealthwisereport.com/wealth-management/restoring-britains-health-to-2014-levels-could-add-2-to-gdp-thinktank-says-health/): Restoring the deteriorating health of the UK’s population to the level of 2014 would boost GDP by 2% and generate a £72bn dividend for the public finances, research suggests.A paper by the Health Foundation thinktank, published on Sunday, argues the nation’s health should be valued by policymakers as an economic asset.“Good health enables people to
- [5 heatwave hacks that could put your home insurance at risk](https://wealthwisereport.com/insurance/5-heatwave-hacks-that-could-put-your-home-insurance-at-risk/): As the nation continues to swelter, many people are trying every trick in the book to keep cool. But some heatwave hacks could put your home insurance at risk. Fans and opening windows, for example, may lower the temperature inside your home, but they could increase the chance of accidental damage or make your property more
- [UK tech advocates alarmed by Burnham plan to scrap technology department | Technology policy](https://wealthwisereport.com/technology/uk-tech-advocates-alarmed-by-burnham-plan-to-scrap-technology-department-technology-policy/): Andy Burnham’s plan to scrap the government’s technology department has triggered an angry backlash from MPs, Whitehall officials and tech experts.The incoming prime minister has asked officials to draw up plans to abolish the Department for Science, Innovation and Technology as part of a wider Whitehall shake-up.The plans have not yet been signed off, but
- [Revealed: the top 10 UK cities for first-time buyers | Property](https://wealthwisereport.com/property/revealed-the-top-10-uk-cities-for-first-time-buyers-property/): The common property rite of passage for graduates and career-focused first jobbers has changed over the past decade. Many careers used to start in London, and an early house-share would be followed by a first flat purchase, then a move to somewhere bigger.However, the heavy burden of housing costs in the capital is making would-be
- [Andy Burnham considers radical shake-up to cut energy bills | Energy bills](https://wealthwisereport.com/energy/andy-burnham-considers-radical-shake-up-to-cut-energy-bills-energy-bills/): Andy Burnham is considering radical plans that could cut household energy bills by £130 a year and make running a heat pump cheaper than a gas boiler.In his speech on Friday as he became the new Labour leader, Burnham promised to reduce the price of “essentials”, and a cost of living package is expected to
- [Letter: Trust is the ultimate wealth management tool](https://wealthwisereport.com/wealth-management/letter-trust-is-the-ultimate-wealth-management-tool/): Laith Al-Khalaf and Emma Dunkley’s report on how some private banks are using alpine circuses and aviation upgrades to attract high-net-worth clients (“Banks jostle to woo the wealthy with snow polo, honeypots and private jets”, Report, June 25) seems to capture the current private banking marketing theatre perfectly.In my experience, the window dressing rarely matches
- [BlackRock MuniAssets Fund, Inc. (MUA) Announces Terms of Rights Offering to Pursue Attractive High Yield Municipal Opportunities](https://wealthwisereport.com/fund/blackrock-muniassets-fund-inc-mua-announces-terms-of-rights-offering-to-pursue-attractive-high-yield-municipal-opportunities/): NEW YORK--(BUSINESS WIRE)--Jul 17, 2026--BlackRock MuniAssets Fund, Inc. (NYSE: MUA) (the "Fund") today announced the terms of transferable rights ("Rights") to be issued to the holders of the Fund's common shares of beneficial interest (par value $0.10 per share) ("Shares") as of July 28, 2026 (the "Record Date"). Holders of Rights will be entitled to
- [The energy institute statistical review 2026: the story lies beyond electricity ](https://wealthwisereport.com/energy/the-energy-institute-statistical-review-2026-the-story-lies-beyond-electricity/): The publication of the Energy Institute’s Statistical Review of World Energy 2026 has produced widely differing interpretations. Some commentators argue that it demonstrates the energy transition is accelerating rapidly. Others claim it shows that the transition is failing because fossil fuels continue to dominate. Both conclusions are based on the same data. The difference lies in
- [Q&A: How a 12-Year Succession Plan Helped HB Wealth Grow](https://wealthwisereport.com/wealth-management/qa-how-a-12-year-succession-plan-helped-hb-wealth-grow/): It’s hard to go for a month in the registered investment advisor sector without a new report detailing the challenge of succession planning in this founder-led, client-driven industry.Just take this week. According to Charles Schwab’s annual RIA benchmarking survey, just 45% of firms with under $250 million in assets under management have a written succession
- [Global fusion energy investments hit record $4.48 billion](https://wealthwisereport.com/investments/global-fusion-energy-investments-hit-record-4-48-billion/): Global investments in fusion energy hit a record of $4.48 billion in the ‌year since last July, according to a survey released this week, a milestone driven by hopes the emerging industry can help meet rising demand for electricity in the long term. Fusion reactors, which are in the experimental stage, jam light atoms such
- [OpenAI pushes new yardstick for measuring AI investments](https://wealthwisereport.com/investments/openai-pushes-new-yardstick-for-measuring-ai-investments/): Dive Brief: OpenAI is introducing a new approach for measuring the value of artificial intelligence investments as organizations shift from experimenting with the technology to scaling its use while demonstrating business impact. In a Friday blog post, OpenAI CFO Sarah Friar outlined a framework that measures AI based on outcomes, including the number of tasks
- [Emotional Health: What It Looks Like and How to Improve It](https://wealthwisereport.com/wealth-management/emotional-health-what-it-looks-like-and-how-to-improve-it/): Though emotional health is often conflated with mental health, the two are separate and equally important to overall well-being.Emotional health “focuses on being in tune with our emotions, vulnerability, and authenticity,” says licensed psychologist Juli Fraga, PsyD.Keep in mind that having good emotional health doesn’t mean you’re always happy or free from negative emotions. It’s
- [Why some businesses pay far more for energy in summer (and others don’t)](https://wealthwisereport.com/energy/why-some-businesses-pay-far-more-for-energy-in-summer-and-others-dont/): Why some businesses pay far more for energy in summer (and others don’t)For most businesses, energy is a line item that gets paid without much scrutiny. The bill arrives, it gets processed, and attention moves on to more pressing operational concerns. That approach is increasingly costly. Average commercial electricity rates rose 4.8% year over year
- [US firm builds world’s largest flywheel test cell for energy storage](https://wealthwisereport.com/energy/us-firm-builds-worlds-largest-flywheel-test-cell-for-energy-storage/): US-based Qnetic is assembling a 200-kilowatt-hour (kWh) flywheel-based energy storage system dubbed Pulsar, as it is also constructing the world’s largest dedicated flywheel test cell at its Technology Center in Shanghai. The systems are aimed at validating the performance, safety, and reliability of flywheel-based energy storage systems that can replace chemistry-based batteries in the future.
- [Deals & Moves: Wealth Enhancement Lands Teams Overseeing $993M](https://wealthwisereport.com/wealth-management/deals-moves-wealth-enhancement-lands-teams-overseeing-993m/): Wealth Enhancement, an acquisitive Minneapolis-based registered investment advisor overseeing $158.2 billion in client assets, has brought on the investment advisory business of Raleigh, N.C.-area WealthShield Partners and its affiliated wealth management practice, Madison Oaks Wealth Partners, which together managed more than $993 million in assets.WealthShield Partners is led by Managing Partner Robert Leggett, while Madison
- [Wealth management assets reach £1.24tn as MPS demand rises](https://wealthwisereport.com/wealth-management/wealth-management-assets-reach-1-24tn-as-mps-demand-rises/): The UK discretionary wealth management market reached £1.24tn in assets under management at the end of 2025, as adviser demand for model portfolios continued to grow. Research from Platforum found that wealth managers are increasingly attracting business through third-party financial advisers outsourcing investment management, rather than relying solely on their own private clients. Less than
- [What an Andy Burnham government could mean for tax](https://wealthwisereport.com/tax/what-an-andy-burnham-government-could-mean-for-tax/): In this latest episode of Professional Adviser TV, Ranahan explored the prospect of a wealth tax under Burnham's leadership and the long mooted equalisation of capital gains tax and income tax rates. Ranahan argued in the conversation that any wealth tax is more likely to serve as political cover for broader revenue-raising measures such as
- [Stay on course in wealth management with TrinityBridge](https://wealthwisereport.com/wealth-management/stay-on-course-in-wealth-management-with-trinitybridge/): Success for professional sports people is gauged not only by talent and determination but also by their ability to navigate a career in which uncertainty is a given. For competitive – and risk-taking – individuals the financial rewards vary dramatically from one tournament to the next. It’s not uncommon for a player to leave an
- [Energy Drinks Ban Sees England Block High-Caffeine Drinks for Under-16s From 2027](https://wealthwisereport.com/energy/energy-drinks-ban-sees-england-block-high-caffeine-drinks-for-under-16s-from-2027/): Children under 16 in England will be banned from buying high-caffeine energy drinks from April 2027 under legislation announced by the government, which says the measure is intended to protect children's health and wellbeing.The proposed legislation, subject to parliamentary approval, would prohibit retailers from selling drinks containing more than 150 milligrams of caffeine per litre
- ['Andy Burnham as PM - the possible tax changes and what they could mean for your pocket'](https://wealthwisereport.com/tax/andy-burnham-as-pm-the-possible-tax-changes-and-what-they-could-mean-for-your-pocket/): Amid all the expectations as Andy Burnham takes over as Labour leader and the PM on Monday, there are big questions about tax - and who might end up better or worse off under his premiership.He takes over from Sir Keir Starmer with the UK economy having grown faster than any other G7 country in
- [Energy drinks to be banned from sale to under-16s in England | Health](https://wealthwisereport.com/energy/energy-drinks-to-be-banned-from-sale-to-under-16s-in-england-health/): High-caffeine energy drinks “have no place in children’s hands” and will be banned from sale to under-16s in England from April next year under new laws designed to improve health outcomes in young people.About 100,000 children across the country currently drink high-caffeine energy drinks daily, with those in more deprived areas and households more likely
- [OneDigital Draws $1.8B Wealth Team from Cetera](https://wealthwisereport.com/wealth-management/onedigital-draws-1-8b-wealth-team-from-cetera/): OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has acquired Rosenthal Wealth Management Group, a $1.8 billion registered investment advisor based in Manassas, Va., with additional offices in Maryland and Western Pennsylvania.The eight-advisor team is leaving independent broker/dealer Cetera to make the move to OneDigital Investment
- [Nine inheritance tax gift mistakes and how to avoid them](https://wealthwisereport.com/tax/nine-inheritance-tax-gift-mistakes-and-how-to-avoid-them/): As the inheritance tax (IHT) net captures increasing numbers of family estates, thanks to long-frozen tax thresholds and rising property prices, more and more people are choosing to pass on wealth while they’re still around.But while giving money and assets away can help reduce the size of your estate – and, therefore, the resulting inheritance
- [England's New Energy Drink Ban Won't Just Affect Shops—Online Retailers Must Check Ages Too](https://wealthwisereport.com/energy/englands-new-energy-drink-ban-wont-just-affect-shops-online-retailers-must-check-ages-too/): England is preparing to introduce a landmark restriction on the sale of high-caffeine energy drinks to under-16s. These energy drinks remain popular among young people, largely because of their sugary taste and the burst of energy they provide. Many are drawn in by slick marketing, celebrity endorsements and eye-catching packaging.'High-caffeine energy drinks have no place
- [Income tax cuts, energy, childcare: Here’s what we know so far about Budget 2027 – The Irish Times](https://wealthwisereport.com/tax/income-tax-cuts-energy-childcare-heres-what-we-know-so-far-about-budget-2027-the-irish-times/): The key Government pre-budget document, the Summer Economic Statement, is due shortly and is likely to be published next Wednesday, after the Cabinet meeting. By outlining the parameters of the tax and spending measures it will give important indications for Budget 2027 and what it will mean for households. It will also, given the scale
- [Savers stung by record £8.4bn tax grab](https://wealthwisereport.com/tax/savers-stung-by-record-8-4bn-tax-grab/): Charlene Young, of investment platform AJ Bell, said: “The figure was revised up 38pc following sticky inflation and interest rates staying higher for longer.”HMRC also estimated that it would bring in £8.2bn in savings interest tax in this tax year. Ms Young attributed the fall to the “rush to use the cash Isa allowance”.She said:
- [Janney Launches Automated Tax Overlay Management to Provide Integrated Tax-Aware UMA Portfolios ](https://wealthwisereport.com/wealth-management/janney-launches-automated-tax-overlay-management-to-provide-integrated-tax-aware-uma-portfolios/): The process to build, test and roll out the integrated technology highlights Janney’s ongoing evolution and commitment to advisor growth PHILADELPHIA, July 16, 2026 (GLOBE NEWSWIRE) -- Janney Montgomery Scott LLC today announced the launch of Janney’s UMA Tax Overlay Management, a centralized portfolio management tool designed to further enhance tax-aware portfolio management through integrated
- [Wealth manager expands with heartland region moves](https://wealthwisereport.com/wealth-management/wealth-manager-expands-with-heartland-region-moves/): A national wealth management firm has bolstered operations with a twin market move. Fairstone has bought Grainger Financial Planning and Riverstone Wealth Management. Bosses say the swoop for the businesses – which operate in Sunderland-headquartered Fairstone’s North East heartland – “demonstrates its commitment to further growth” in the region. The deals come after the businesses
- [Wealth manager expands with heartland moves](https://wealthwisereport.com/wealth-management/wealth-manager-expands-with-heartland-moves/): A national wealth management firm has bolstered operations with a twin market move. Fairstone has bought Grainger Financial Planning and Riverstone Wealth Management. Bosses say the swoop for the businesses – which operate in Sunderland-headquartered Fairstone’s North East heartland – “demonstrates its commitment to further growth” in the region. The deals come after the businesses
- [Energy Vault Schedules Conference Call to Discuss Second Quarter 2026 Financial Results](https://wealthwisereport.com/energy/energy-vault-schedules-conference-call-to-discuss-second-quarter-2026-financial-results/): WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)--Jul 16, 2026--Energy Vault Holdings, Inc. (NYSE: NRGV) (“Energy Vault” or “the Company”), a global leader in sustainable, grid-scale energy storage solutions and AI compute infrastructure solutions, announced today that the Company will release its earnings results for the second quarter ended June 30, 2026 on Tuesday, August 11, 2026 followed by
- [Angel One sees lending, wealth businesses driving next phase of growth](https://wealthwisereport.com/wealth-management/angel-one-sees-lending-wealth-businesses-driving-next-phase-of-growth/): Angel One also said its wealth management business is progressing as planned but will require continued investment Angel One expects its lending, wealth management and asset management businesses to play a bigger role in growth over the next few quarters, with the company saying nearly 40 per cent of its revenue now comes from businesses
- [SRA reforms compensation fund levy](https://wealthwisereport.com/fund/sra-reforms-compensation-fund-levy/): The Solicitors Regulation Authority today confirmed plans to impose a hefty increase in the compensation fund levy, but is moving to ease the relative burden on smaller firms. During its draft 2026-27 business plan consultation, the regulator said one of the main concerns raised was the potentially disproportionate impact that increases in fees or compensation
- [Most travel insurers say you need to declare weight-loss jabs](https://wealthwisereport.com/insurance/most-travel-insurers-say-you-need-to-declare-weight-loss-jabs/): Use of GLP-1 drugs such as Wegovy, Mounjaro and Ozempic is growing rapidly. A June report by consultancy PwC estimates that around three million people in the UK are now using them to manage their weight. But while these medications are genuinely helping many people get slimmer, they're bulking out some of the complexity in travel
- [How to reset your personal financial plan when major life changes occur | Personal Finance](https://wealthwisereport.com/wealth-management/how-to-reset-your-personal-financial-plan-when-major-life-changes-occur-personal-finance/): Many times, life throws a curveball. It could be a job offer across the country, a six-month career break, or a major relocation. These changes can disrupt our finances, budgets, and investments. When your daily life undergoes a major shift, your financial plan cannot stay on autopilot. It needs a reset.
- [Debt management strategy: What is debt consolidation financial strategy, who should consider it | Personal Finance](https://wealthwisereport.com/wealth-management/debt-management-strategy-what-is-debt-consolidation-financial-strategy-who-should-consider-it-personal-finance/): Debt consolidation is the financial strategy of taking out a single new loan to pay off multiple smaller, high-interest debts. For a young person, it is often the reset button needed when a flurry of credit card bills, ‘buy now, pay later’ dues and personal loans begin to spiral. Instead of managing five different due
- [Energy provider enercity opens customer management for ChatGPT](https://wealthwisereport.com/energy/energy-provider-enercity-opens-customer-management-for-chatgpt/): The energy provider enercity (formerly Stadtwerke Hannover AG) is offering its customers self-service using ChatGPT. They can use the chatbot to submit meter readings and manage their contracts. A pilot operation is already underway. Unlike many previous AI-supported customer service applications, the energy provider has not built its own AI for this purpose but has
- [Andy Burnham signals a wealth tax is off the agenda for now | Tax and spending](https://wealthwisereport.com/tax/andy-burnham-signals-a-wealth-tax-is-off-the-agenda-for-now-tax-and-spending/): Andy Burnham has signalled that he will not increase wealth taxes immediately after becoming prime minister, easing concerns among the business community but limiting his economic room for manoeuvre.He said on Wednesday he did not want to “create new divisions” with his tax policy, in comments that allies said were a sign that he did
- [Wells Fargo, Morgan Stanley Report Strong Q2 Wealth Gains](https://wealthwisereport.com/wealth-management/wells-fargo-morgan-stanley-report-strong-q2-wealth-gains/): Wealth units at wirehouses and larger public banks continued to beat estimates in the second quarter of 2026, with Morgan Stanley touting that stock market IPOs (like SpaceX) are turbocharging net new wealth assets, while Wells Fargo claims the bank has continued to hit near-record advisor recruiting in the past year.In the second quarter, Wells
- [Baltic Horizon Fund publishes its NAV for June 2026](https://wealthwisereport.com/fund/baltic-horizon-fund-publishes-its-nav-for-june-2026/): The net asset value (NAV) per unit of the Baltic Horizon Fund (the Fund) decreased to EUR 0.4039 at the end of June 2026 (0.4042 as of 31 May 2026). The month-end total net asset value of the Fund slightly decreased to EUR 91.5 million (EUR 91.6 million as of 31 May 2026). In June
- [Performance secrets - energy, frequency and vibration](https://wealthwisereport.com/energy/performance-secrets-energy-frequency-and-vibration/): "If you want to find the secrets of the universe, think in terms of energy, frequency and vibration," said inventor Nikola Tesla. Ever wonder why some managers get a critical task done in five minutes, while others flounder complaining endlessly for five weeks, or five months later? Ever feel that despite a barrage of communication
- [How 3.3m more workers have been pulled into paying higher rate of tax in past five years](https://wealthwisereport.com/tax/how-3-3m-more-workers-have-been-pulled-into-paying-higher-rate-of-tax-in-past-five-years/): Millions more workers have been dragged into higher-rate tax bands because of the freeze on income tax thresholds since 2021.The number of higher-rate taxpayers has increased from 4.43million in the 2021/22 tax year, to a projected 7.7million in 2026/27, according to government figures published today.For tax allowances and thresholds to maintain their real value, or
- [Morgan Stanley Reaps $148B in Wealth Assets From IPO Boom](https://wealthwisereport.com/wealth-management/morgan-stanley-reaps-148b-in-wealth-assets-from-ipo-boom/): (Bloomberg) -- It’s not just Morgan Stanley’s IPO bankers that are benefiting from the frenzy of companies going public in recent weeks.The bank hauled in $148 billion of net new assets in its wealth-management business in the second quarter, over half of which were tied to IPOs, according to a statement Wednesday.SpaceX’s record-breaking listing earlier
- [Abacus Global Management Launches ABX Longevity Growth and Income Fund (ABXGX)](https://wealthwisereport.com/fund/abacus-global-management-launches-abx-longevity-growth-and-income-fund-abxgx/): ~ A differentiated interval fund opens longevity assets to individual investors and their advisors ~ ~ The newest addition to Abacus’s growing platform of longevity funds ~ORLANDO, Fla., July 15, 2026 (GLOBE NEWSWIRE) -- Abacus Global Management, Inc. (NYSE: ABX) ("Abacus” or the "Company”), a leading alternative asset manager specializing in longevity-based assets, today announced
- [The technology breakthroughs behind Huawei's next-generation Smart String Grid-Forming ESS Platform](https://wealthwisereport.com/technology/the-technology-breakthroughs-behind-huaweis-next-generation-smart-string-grid-forming-ess-platform/): Huawei FusionSolar's new Smart String Grid-Forming ESS Platform, LUTERRA, is born from technology breakthroughs designed to drive customer success.MUNICH, July 15, 2026 /PRNewswire/ -- Huawei launched LUTERRA at Intersolar Europe in Germany last month. In this article, Steve Zheng, President of Smart ESS Business, Huawei Digital Power explains how Huawei has achieved industry-leading efficiency in
- [HMRC reveals how many employees have a company car](https://wealthwisereport.com/tax/hmrc-reveals-how-many-employees-have-a-company-car/): The number of employees paying company car tax has increased for the third year running, while the total taxable value has again fallen, newly released HMRC data suggests. The latest HMRC benefit in kind (BIK) statistics show there were 920,000 employees paying company car tax in 2024/25 – a 9.5% increase on the 840,000 reported the
- [Parents worried about babies' gut health with eight in ten resorting to 'Dr Google'](https://wealthwisereport.com/wealth-management/parents-worried-about-babies-gut-health-with-eight-in-ten-resorting-to-dr-google/): Research by SMA Nutrition shows mums and dads believe there isn't enough conversation about their babies health when it comes to issues like toileting - now a guide has been publishedParents feel there are areas of babies' health that need more discussion (stock image)(Image: nd3000 via Getty Images)Eight out of 10 parents of under-5s search
- [Over 1,600 energy department webpages on utility bill savings removed as US temperatures soar](https://wealthwisereport.com/energy/over-1600-energy-department-webpages-on-utility-bill-savings-removed-as-us-temperatures-soar/): As millions of Americans prepare for another brutal heatwave, it’s now harder to find information about ways to stay cool while saving energy and keeping utility costs down.At least 1,662 department of energy webpages offering guidance on protecting the electrical grid during heatwaves have gone dark as of 3 July, according to a Guardian analysis
- [Over 1,600 energy department webpages on utility bill savings removed as US temperatures soar | US economy](https://wealthwisereport.com/energy/over-1600-energy-department-webpages-on-utility-bill-savings-removed-as-us-temperatures-soar-us-economy/): As millions of Americans prepare for another brutal heatwave, it’s now harder to find information about ways to stay cool while saving energy and keeping utility costs down.At least 1,662 department of energy webpages offering guidance on protecting the electrical grid during heatwaves have gone dark as of 3 July, according to a Guardian analysis
- [Andy Burnham admits he is considering raising taxes](https://wealthwisereport.com/tax/andy-burnham-admits-he-is-considering-raising-taxes/): Andy Burnham has admitted he is considering putting up taxes when he enters Downing Street.The prime minister-in-waiting said he would make “difficult” decisions to balance the nation’s finances, which may include “having to ask for a little more” from taxpayers. Mr Burnham refused to rule out wealth taxes.The admission came as the Organisation for Economic
- [Habit of drinking energy drinks? Cardiologist Dr Ashutosh Kumar warns how your heart may react](https://wealthwisereport.com/energy/habit-of-drinking-energy-drinks-cardiologist-dr-ashutosh-kumar-warns-how-your-heart-may-react/): To push through a long, monotonous and demanding day, energy drinks may seem like a convenient solution for many people, including college students and working professionals.ALSO READ: Can obesity make your heart age faster? Cardiologist reveals why heart failure and strokes may occur at a younger ageThe culture surrounding energy drinks and caffeine consumption in
- [Thrivent Global Stock Fund Q2 2026 Commentary (AALGX)](https://wealthwisereport.com/fund/thrivent-global-stock-fund-q2-2026-commentary-aalgx/): Thrivent has offered investment products since 1970. The investment adviser for our funds is Thrivent Asset Management, LLC (TAM), a subsidiary of Thrivent. A membership-owned fraternal organization, Thrivent has provided holistic financial services and dedication to serving our clients for more than 100 years. Thrivent Distributors, LLC, a registered broker-dealer and member FINRA, is
- [The true cost of Britain’s tax on aspiration](https://wealthwisereport.com/tax/the-true-cost-of-britains-tax-on-aspiration/): Picture the scene. You’ve graduated from university with a five-figure pile of debt, battled your way into an extremely competitive graduate job and spent years laboriously climbing the career ladder.After doing everything expected of you, your reward is a salary of £150,000 – and the tax bill to go with it.A worker earning £150,000 a
- [LG Energy Solution to supply batteries for Google’s largest solar-storage project](https://wealthwisereport.com/energy/lg-energy-solution-to-supply-batteries-for-googles-largest-solar-storage-project/): North America-made ESS system underscores Korean battery maker's growing role in AI-driven energy infrastructure LG Energy Solution will supply batteries for Google’s largest solar and energy storage project, extending its push into power infrastructure tied to surging demand from AI data centers, industry sources said Wednesday.Google and renewable energy developer Cypress Creek Energy unveiled the
- [DBS aims to grow wealth assets to $1 trillion by 2030](https://wealthwisereport.com/wealth-management/dbs-aims-to-grow-wealth-assets-to-1-trillion-by-2030/): SINGAPORE – DBS Bank expects to grow its assets under management (AUM) to more than $1 trillion by 2030 by hiring more staff and tapping artificial intelligence to expand its wealth business.The AUM growth will be driven by mass-market and emerging affluent customers, also known as the retail segment, as well as the bank’s wealth
- [The energy bill overhaul threatening to give taxpayers an electric shock](https://wealthwisereport.com/energy/the-energy-bill-overhaul-threatening-to-give-taxpayers-an-electric-shock/): Supporters of the Rowntree proposal, including Fahnbulleh, argue this criticism misses an important distinction.Rather than a conventional rising block tariff that simply charges heavy users more, Rowntree’s proposal would provide every household with discounted energy for essential use using government subsidies.The allowance would vary according to household size, with additional support for lower-income families and
- [Net asset value of the EfTEN United Property Fund as of 30.06.2026](https://wealthwisereport.com/fund/net-asset-value-of-the-eften-united-property-fund-as-of-30-06-2026/): EfTEN United Property Fund earned a net loss of 103 thousand euros in June and a net profit of 709 thousand euros for the first six months of the year (compared with 1,679 thousand euros in the same period last year). The net asset value (NAV) of the fund unit was 11.62 euros at the end of June, a decline of 0.4% over the month. The June loss
- [Energy storage to reach 'hundreds of megawatts' by end of 2027, minister says](https://wealthwisereport.com/energy/energy-storage-to-reach-hundreds-of-megawatts-by-end-of-2027-minister-says/): Energy Minister Michael Damianou said on Wednesday that Cyprus is expected to have “several hundred megawatts” of energy storage capacity installed by the end of 2027, allowing greater use of renewable energy and strengthening the island’s electricity system. Speaking before a high-level workshop organised by the Cyprus Employers and Industrialists Federation (OEV) on reducing electricity
- [Energy Executives Rate Power Sources For Data Center Revolution](https://wealthwisereport.com/energy/energy-executives-rate-power-sources-for-data-center-revolution/): Electricity demand in the U.S. has been flat for a decade. Not any more. The meteoric rise of data centers and hyperscaler projects will require enormous growth of electrical power in the U.S., China, and Europe, and across the world. But what are these hyperscaler projects, and who will win the fight between natural gas
- [Government downplays energy grid blackout risk amid extreme heatwave](https://wealthwisereport.com/energy/government-downplays-energy-grid-blackout-risk-amid-extreme-heatwave/): Get the free Morning Headlines email for news from our reporters across the worldSign up to our free Morning Headlines emailSign up to our free Morning Headlines emailBritain's energy grid remained 'stable' during recent heatwaves with no imminent risk of blackouts, an energy minister has assured Parliament, despite serious allegations of improper conduct at the
- [This is the only international mutual fund accepting fresh SIPs after the latest suspensions](https://wealthwisereport.com/fund/this-is-the-only-international-mutual-fund-accepting-fresh-sips-after-the-latest-suspensions/): Indian investors looking to start a fresh SIP in an international mutual fund have just one option left.According to a Value Research analysis, the Baroda BNP Paribas Aqua Fund of Fund is currently the only international mutual fund scheme accepting fresh SIPs as well as lump-sum investments. The development comes after several fund houses temporarily
- [GraniteShares 2x Long LCID Daily ETF (Nasdaq: LCDL) Fund Delisting - Negative NAV](https://wealthwisereport.com/fund/graniteshares-2x-long-lcid-daily-etf-nasdaq-lcdl-fund-delisting-negative-nav/): New York, July 14, 2026 (GLOBE NEWSWIRE) -- GraniteShares Advisors LLC ("GraniteShares") announces that, following market movements in Lucid Group Inc. (LCID), the GraniteShares 2x Long LCID Daily ETF (Nasdaq: LCDL) (the "Fund") closed out its entire LCID position today at a loss that caused its net asset value to become negative. As a result,
- [Feathery Raises $30M for AI Wealth Management Tools](https://wealthwisereport.com/wealth-management/feathery-raises-30m-for-ai-wealth-management-tools/): Feathery, which calls itself an artificial intelligence operating and decisioning system for financial services, announced that it has raised $30 million in total funding, which includes its recently completed Series A, led by Portage Ventures, with participation from Index Ventures, Allstate Strategic Ventures, Clocktower Ventures, Erie Strategic Ventures and Bain Capital Ventures (it raised a
- [Reshoring Solar Manufacturing For Energy (National) Security](https://wealthwisereport.com/energy/reshoring-solar-manufacturing-for-energy-national-security/): The Trump administration has made it a national imperative to reshore manufacturing and technology development. Nowhere is that more evident than Texas where new investments in manufacturing solar panels and large-scale batteries are taking place. Surging demand for electricity and the now obvious insecurity of global supply chains for oil and gas are driving the
- [Why Ur-Energy Stock Popped Today](https://wealthwisereport.com/energy/why-ur-energy-stock-popped-today/): U-Energy (URG +4.53%) stock jumped 5.1% through 12:25 p.m. ET Tuesday after RBC Capital analyst Andrew Wong initiated coverage of the Littleton, Colo.-based uranium miner with an outperform rating and a $1.75 per share price target. Image source: Getty Images. Why RBC loves Ur-Energy Wong is optimistic about the resurgence in nuclear power use in
- [All On launches the 2026 Off-Grid Energy Challenge to accelerate clean energy innovation in Nigeria](https://wealthwisereport.com/energy/all-on-launches-the-2026-off-grid-energy-challenge-to-accelerate-clean-energy-innovation-in-nigeria/): All On, Nigeria’s leading off-grid energy access investor is pleased to announce the launch of the 2026 All On Off-Grid Energy Challenge, a nationwide competition designed to identify, support and scale innovative off-grid solutions that address Nigeria’s critical energy access gap. Application is open to all Nigerian innovative clean energy companies to compete for funding
- [One-Week Car Insurance: What You Need To Know About Temporary Cover](https://wealthwisereport.com/insurance/one-week-car-insurance-what-you-need-to-know-about-temporary-cover/): Car insurance is required as part of registering and operating any vehicle on the public roads - be it a rare sports car or a cheap commuter like a Toyota Camry. It covers third parties and, in certain cases, yourself, should the unavoidable circumstances happen. Most car insurance policies are renewed on a monthly/annual basis,
- [Cooper Parry Wealth appoints first Scots partner Darren Lees](https://wealthwisereport.com/wealth-management/cooper-parry-wealth-appoints-first-scots-partner-darren-lees/): Mr Lees will work with entrepreneurs, business owners and high-net-worth individuals, helping Scottish clients access the firm’s wider range of financial expertise. He brings more than a decade of experience advising business owners and families, along with a strong understanding of the Scottish market. The appointment forms part of Cooper Parry’s wider UK expansion strategy,
- [What Happens If You Stop Walking After 40? The Health Risks Explained](https://wealthwisereport.com/wealth-management/what-happens-if-you-stop-walking-after-40-the-health-risks-explained/): Walking is one of the simplest forms of exercise, yet many people become less active as they get older due to busy schedules, joint discomfort or desk-bound lifestyles. While skipping a daily walk may seem harmless, doctors warn that becoming sedentary after the age of 40 can have a significant impact on metabolism, heart health
- [REPT BATTERO Retains No.1 Globally in Residential Energy Storage Cell Shipments for H1 2026](https://wealthwisereport.com/energy/rept-battero-retains-no-1-globally-in-residential-energy-storage-cell-shipments-for-h1-2026/): SHANGHAI, July 14, 2026 /PRNewswire/ -- REPT BATTERO has once again been ranked No.1 globally in residential energy storage battery cells for the first half of 2026, according to the latest shipment rankings jointly released by ICCSINO and NECI. The company also ranked No.2 globally in commercial and industrial (C&I) energy storage cell shipments. The
- [New AI fleet insurance experts for fleets](https://wealthwisereport.com/insurance/new-ai-fleet-insurance-experts-for-fleets/): Flock has introduced what it claims to be the first artificial intelligence (AI) fleet insurance expert for the sector. Called Jay, the agentic AI is based on more than one billion kilometres (621 million miles) of real-world driving data. It knows each Flock-insured fleet inside out, lives inside the Flock Portal, and comes free with
- [Four in 10 bosses to cut investment because of energy costs](https://wealthwisereport.com/energy/four-in-10-bosses-to-cut-investment-because-of-energy-costs/): As businesses invest more and the economy grows as a result, as much as half of that lost tax revenue would come back to the Government in other taxes, according to estimates from the CBI, the National Institute of Economic and Social Research, Energy UK and Cornwall Insight.The rest would need to be covered by
- [The Wealth Company MF launches equity fund focused on mid-cap stocks](https://wealthwisereport.com/fund/the-wealth-company-mf-launches-equity-fund-focused-on-mid-cap-stocks/): The Wealth Company Mutual Fund has launched the The Wealth Company Mid Cap Fund, an open-ended equity scheme that will predominantly invest in mid-cap stocks.The New Fund Offer (NFO) will open for subscription on July 15 and close on July 29. The scheme will invest at least 65% of its assets in equity and equity-related
- [Where are property taxes highest and lowest in Europe?](https://wealthwisereport.com/property/where-are-property-taxes-highest-and-lowest-in-europe/): Owning a home in Europe means paying tax at almost every turn: buying it, holding it, letting it and selling it. ADVERTISEMENT ADVERTISEMENT Across the continent, property ownership comes wrapped in a tangle of taxes that follow you from the moment you sign the contract to the day you sell, and they apply whether the
- [How to Calculate Insurance Premiums](https://wealthwisereport.com/insurance/how-to-calculate-insurance-premiums/): Insurance companies determine your premiums based on risk. That is, they look at how likely it is they’ll have to pay a claim. Premium costs are calculated based on things you can control (such as smoking or your driving record) and things you can’t control (such as your age or family health history), along with
- [Risevest, Schoolinka Equip 500 Teachers With Wealth Skills](https://wealthwisereport.com/wealth-management/risevest-schoolinka-equip-500-teachers-with-wealth-skills/): Risevest, an online wealth management platform, in partnership with Schoolinka, has graduated the first cohort of RiseEducators, a financial literacy programme designed to equip Nigerian teachers with the knowledge and tools needed to build long-term financial security. The company said in a statement on Monday that the four-week programme, which welcomed 500 teachers from across
- [Maximize Deductions on Listed Property: Tax Rules and Depreciation](https://wealthwisereport.com/property/maximize-deductions-on-listed-property-tax-rules-and-depreciation/): Key Takeaways Listed property includes assets like vehicles and entertainment devices used over 50% for business to qualify for tax benefits.Section 179 allows businesses to deduct most of an asset's cost in the year it's put into service if used mainly for business.Accurate records are crucial to prove business use and qualify for deductions or
- [Energy Transfer Could Spend Up to $5.9 Billion on Growth Capex This Year. Here's Why That Matters for Investors.](https://wealthwisereport.com/energy/energy-transfer-could-spend-up-to-5-9-billion-on-growth-capex-this-year-heres-why-that-matters-for-investors/): Energy Transfer (ET +2.39%) is one of the largest midstream energy companies in the United States, with more than 140,000 miles of pipeline for transporting crude oil, natural gas, liquefied natural gas (LNG), natural gas liquids (NGLs), and other refined products. The company recently upgraded its 2026 growth capital expenditure (capex) guidance to $5.5 billion
- [WM Invest: Morningstar's Brian Moriarty Talks Semiliquid Funds](https://wealthwisereport.com/wealth-management/wm-invest-morningstars-brian-moriarty-talks-semiliquid-funds/): In this episode of Wealth Management Invest, David Bodamer speaks with Brian Moriarty, principal on Morningstar’s Manager Research Team, about the latest trends shaping the semiliquid fund market. Brian shares insights from Morningstar’s latest research, explaining why investor flows are shifting away from private credit toward private equity and venture capital, while exploring how changing
- [Turn AI Chaos into Advantage in Wealth Management](https://wealthwisereport.com/wealth-management/turn-ai-chaos-into-advantage-in-wealth-management/): The wealth management landscape is evolving faster than ever, and AI is at the center of this transformation. Financial advisors who embrace AI-powered infrastructure today will define the industry tomorrow.This comprehensive ebook reveals how unified AI platforms and purpose-built technology are revolutionizing financial advisory services. From streamlining back-office operations to enhancing client experiences, discover the
- [Suncor Energy Is Up 30% This Year. Is It Still Worth Buying?](https://wealthwisereport.com/energy/suncor-energy-is-up-30-this-year-is-it-still-worth-buying/): Suncor Energy (SU +2.52%) has benefited from favorable economic conditions this year, but it's the Canadian company's standout operational improvements that have helped its stock shoot up 30% in 2026. Suncor's CEO, Rich Kruger, has taken a disciplined approach to get the energy producer's financials and margins in shape. This has resulted in more cash
- [‘I rely on Pip for my mental health – restricting it would cause bigger problems’](https://wealthwisereport.com/wealth-management/i-rely-on-pip-for-my-mental-health-restricting-it-would-cause-bigger-problems/): Get the free Morning Headlines email for news from our reporters across the worldSign up to our free Morning Headlines emailSign up to our free Morning Headlines email“Without Pip ... I'd just be indoors, I wouldn't do anything, and I'd really struggle,” says Paul Harris. “It gives us that little bit of independence, and I
- [Enphase Energy Expands IQ9N Microinverters with GaN Technology to Australia and New Zealand](https://wealthwisereport.com/energy/enphase-energy-expands-iq9n-microinverters-with-gan-technology-to-australia-and-new-zealand/): FREMONT, Calif., July 13, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced the launch of the new IQ9N™ Microinverter for residential solar in Australia and New Zealand, continuing the product's global rollout following recent launches across Europe and the United States. Built with gallium nitride (GaN) technology,
- [Free fans, heatwave relief packs and energy bill credit giveaway](https://wealthwisereport.com/energy/free-fans-heatwave-relief-packs-and-energy-bill-credit-giveaway/): Thousands of vulnerable households could receive free fans, blackout curtains and help with their electricity bills this summer under a new £1million support scheme designed to protect people during extreme heat. With temperatures regularly soaring during UK heatwaves, EDF has unveiled a new initiative that could provide up to 10,000 eligible customers with practical equipment
- [Martin Lewis 'there's a huge overlap' update over which DWP claimants pay tax](https://wealthwisereport.com/tax/martin-lewis-theres-a-huge-overlap-update-over-which-dwp-claimants-pay-tax/): He spoke out Universal Credit and pensioner incomeMartin Lewis has spoken about taxes that apply to DWP benefit claimants(Image: ITV)Martin Lewis has spoken out to clarify which DWP claimants have to pay tax. He had some words to say about Universal Credit and pension income.The issue came to light after he put a poll on
- [Labour plots monthly tax bills for self-employed workers](https://wealthwisereport.com/tax/labour-plots-monthly-tax-bills-for-self-employed-workers/): HMRC could force self-employed workers and landlords to pay tax monthly on income they have not yet earned.Under plans being consulted on by the Government, tax could be deducted each month, with the amount owed based on the previous year’s tax return.The rules would apply to those earning income over an as-yet-undecided threshold. Currently, the
- [How To Calculate Your Cholesterol Ratio And What It Means For Your Heart Health](https://wealthwisereport.com/wealth-management/how-to-calculate-your-cholesterol-ratio-and-what-it-means-for-your-heart-health/): Most people notice their overall cholesterol number in their blood report and draw conclusions based on the value in front of them. The blood report generally shows a range for the overall cholesterol level in the body. But heart health assessment requires an overview of low-density lipoprotein (LDL), high-density lipoprotein (HDL), and triglycerides, which present
- [Unclaimed insurance benefits: A step-by-step guide to finding and claiming your money](https://wealthwisereport.com/insurance/unclaimed-insurance-benefits-a-step-by-step-guide-to-finding-and-claiming-your-money/): Not many people are aware that insurance money worth hundreds of thousands of rupees could be lying unclaimed with insurance companies. This may include maturity proceeds, death claim benefits, survival benefits or premium refunds that were never collected by the policyholder or their family.Such amounts often remain unclaimed because important documents were lost, contact details
- [Aegis Energy  joins Allstar Commercial Charging Payment Network](https://wealthwisereport.com/energy/aegis-energy-joins-allstar-commercial-charging-payment-network/): Aegis Energy has announced a three-year commercial partnership with Corpay to allow Allstar’s fleet customers to access its network of electric vehicle (EV) charging infrastructure. They will be able to charge at Aegis Energy’s sites either by booking ahead or on a plug-and-go basis. The partnership advances Allstar’s development of the Allstar Commercial Charging Payment Network, an
- [UK children will be one of unhealthiest generations in decades, doctors say | Children's health](https://wealthwisereport.com/wealth-management/uk-children-will-be-one-of-unhealthiest-generations-in-decades-doctors-say-childrens-health/): Children in the UK will grow up to be one of the unhealthiest generations in decades, with child health outcomes having declined or stalled completely across all areas, a group of leading paediatricians has said.Reduced vaccination rates alongside rising hospital admissions for asthma and mental health disorders are all contributing factors to the UK’s record
- [Delivering Enterprise AI Value Requires More Than Technology](https://wealthwisereport.com/technology/delivering-enterprise-ai-value-requires-more-than-technology/): Despite widespread recognition among leaders of the potential value of enterprise AI as a driver of business transformation, too many organizations continue to struggle to translate ambition into measurable business value. It would be easy to conclude that the issue must be the technology, that perhaps the value of AI in the enterprise has been

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