Broker News
A round up of the latest news, views, commentary and analysis on the insurance, pensions and investment industry.
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The latest Financial Broker newsletter has been published. Read the full newsletter here.
The major indices recorded widely varying results over the week. Equities saw a surge in the major tech-heavy indices, largely driven by NIVIDA’s strong earnings report, while the Dow suffered its worst week since early April, writes Ian Slattery.
Regularly reviewing and updating a clients protection plan is important to ensure that it remains aligned with changing financial circumstances, goals, and market conditions.
April marked a shift in investor sentiment as a series of higher readings from inflation metrics in the US saw investors re-evaluate their interest rate expectations. Higher inflation triggered stock markets to pull back from recent highs as the Federal Reserve’s willingness to cut interest rates decreased, writes Richard Temperley.
Last week US equities rallied on the back of better-than-expected inflation news, writes Ian Slattery.
Last week saw US equities end the week in positive territory, as hopes that the labour market may be beginning to cool prevailed, writes Ian Slattery.
Defined Benefit (DB) schemes regularly review how to manage their future liabilities and one exercise that many will undertake is to offer deferred members an ETV (Enhanced Transfer Value). This amounts to their Standard Transfer Value based on their future pension entitlement under the scheme plus an additional incentive. This is normally offered for a limited period and many schemes will require members to obtain financial advice from an advisor appointed by the scheme before allowing them to accept.
We are delighted to announce an enhancement to our Approved Retirement Fund (ARF) - the introduction of a fund rebalancing strategy.
Last week saw US equity markets close out Friday in positive territory despite volatile trading. Early in the week, negative economic data releases pushed stocks downward, with inflation being the primary concern for investors, writes Ian Slattery.
If your clients are reaching the stage where they are approaching retirement it’s a good idea for them to take some time with a financial broker or advisor to review and refine their strategy before choosing an appropriate solution for their retirement needs, writes Eadaoin Murphy, Investment Solutions Analyst at Zurich.
The latest Financial Broker newsletter has been published. Read the full newsletter here.
Friday saw US stocks break their three-week long losing streak as a slew of Q1 earnings reports were released, writes Ian Slattery.