Skip Header

Financial Adviser Investment News & Insights

Catch-up on the latest insights, opinions news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications. This content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or investment by any Fidelity entity or any third-party. Please note that the views expressed are valid at the time of publishing.

Insights and opinions

Expert opinions on markets, trends and financial planning.

Investment options for US expats living in the UK - What to avoid a…

Understanding the investment options for US expats in the UK


Laurence Leigh

Laurence Leigh

Investment Manager, Canaccord Wealth

Pensions and IHT – should clients’ Expression of Wish be updated no…

Pensions and IHT changes are coming. Discover why Expression of Wish reviews …


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

Why the 4% rule shouldn’t be ‘the tail that wags the dog’

The recent FCA thematic review of retirement advice questioned whether a sing…


Paul Squirrell

Paul Squirrell

Head of Retirement and Savings Development

Fidelity Adviser Solutions press releases

Catch the latest news and developments.

Fidelity Adviser Solutions partners with ZeroKey to support technol…

Fidelity Adviser Solutions partners with ZeroKey to support integration with …


Press Releases

Press Releases

London

Fidelity research highlights growing adviser focus on intergenerati…

Two thirds (66%) of advisers say advising on wealth transfers is an important…


Press Releases

Press Releases

London

Fidelity research reveals advisers spend a third of their day with …

Fidelity Adviser Solutions, Fidelity International’s adviser platform, has pu…


Press Releases

Press Releases

London