Peter Montague, Chartered FCSI, CEO at Montage Wealth Management, set up the firm with the goal of helping clients achieve the freedom of financial independence by Jane Playdon
Assigning tasks to others can be good for you – and for them by Bethan Rees
Wolfgang Kuhn, director of investor engagement at ShareAction, a charity focused on making the global financial system more sustainable, discusses the extent to which bond investors will integrate ESG into their investment decisions
In the October 2019 print edition, we review the recent changes to the Financial Services Compensation Scheme and how it’s working to lessen the strain by Dominic Dudley
Amarjit Singh Bansal, Chartered FCSI, risks his own safety to help persecuted women and girls in disaster-stricken territories by Lora Benson MCIPR, CISI head of media
Shared workplace business WeWork is in deep water after a reversal of fortunes. Could a bailout by SoftBank Group help stave off bankruptcy? by Bethan Rees
How does our identity change when we retire? And what does this mean for paraplanners putting together a financial plan? Jacqueline Lockie CFP™ Chartered FCSI, CISI head of financial planning, considers some recent research
Foreign exchange is a signifier of a country’s wellbeing and can reflect nervousness in economies by Paul Golden