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SpaceX and the billion-dollar indexing dilemma
The SpaceX listing presents a dilemma for stock index providersWhy SpaceX isn’t eligible for the flagship S&P 500 indexConsistency or realism? How index providers will deal with mega cap IPOs What happens when one of the world’s most valuable companies isn’t...
Women & wealth: A growing frontier
The great wealth transfer is one of the biggest factors behind the substantial growth in female-held wealth.Many women face financial challenges, such as the gender pay gap, which in turn contributes to the pensions and investment gap.Accessing financial advice can...
The taxable benefits of buying an annuity
Sales of annuities have been rising in recent years, reversing a downward trend.Income certainty, rising interest rates and IHT planning are factors driving increased interest in annuities.Annuity rates are linked to government bond yields and therefore can rise and...
Mortgage rule changes could help more self-employed & older borrowers
The self-employed, older borrowers, first-time buyers, and workers paid in a foreign currency are among those who could benefit from a relaxation in mortgage lending rules. The regulator, the Financial Conduct Authority, has published a consultation into its proposed...