Top Financial Advisors’ Newsletters
Which financial advisors from FT’s top 100 list provide regular newsletters?
As investors, we all need access to the best financial news and updates to help us with our savings and investments such as a) keeping a grip on world events that may affect the market b) accessing financial advice from the world’s top experts c) being informed on changes to regulations and policies.
This article contains a result of research into which of the top financial advisors (as in those featured in the Financial Times “Top 100 Financial Advisers” list) put out regular newsletters. I homed in on just the firms with 25 or more CF30s (i.e. approved people with the regulatory permission
to perform the customer function of giving financial advice). The list that resulted is below. The companies with gross sales of retail investments and pensions, July 2018 to June 2019, greater than £1,000,000,000 are highlighted in bold.
Company: Charles Stanley
Newsletter: Charles Stanley Emails
Summary: “Opinion articles, relevant event invites, promotions and information about our services”.
Company: Foster Denovo
Newsletter: Keep Up With Our Latest News
Summary: “Keep up to date with the latest financial news”.
Company: Barnett Waddingham
Newsletter: Updates Delivered To You
Summary: “Our latest blogs, research and event details”.
Company: Brooks MacDonald
Newsletter: Sign up for Brooks Macdonald emails
Summary: They run several newsletters “for professional advisers only” e.g. a “round-up of the latest insights from our research and investment management teams”, but they also provide a “Learning Zone” newsletter.
Company: Wren Sterling
Newsletter: Sign Up
Summary: When you register you can choose between receiving information on topics Corporate Financial Planning or Personal Financial Planning.
Company: Tilney Group
Newsletter: Insights
Summary: “latest news, research and investment ideas from our experts”.
Company: Mattioli Woods plc
Newsletter: Choose between newsletters: Focused Wealth Management, Focused Pensions and Wealth or Focused Employee Benefits
Summary: Latest news and opportunities, pensions and wealth management, employee benefits news (as applicable).
Company: The Private Office
Newsletter: Financial Insights
Summary: “Get valuable insight from our leading industry experts and kick start your financial planning journey”.
Company: Light House Group plc
Newsletter: Light House Group Newsletter
Summary: “Latest News and Updates”.
Company: Fairstone Group
Newsletter: Intelligent Wealth
Summary: “ Inside this issue, we feature articles covering a number of different topics to help you to grow and protect your wealth”.
Company: Hargreaves Lansdown Group
Newsletter: Your Weekly Email
Summary: Analysis of investment stories, expert comment on markets and economics, expert research on funds, shares etc., tips on financial planning such as ISAs and pensions.
Company: Ascot Lloyd
Newsletter: Ascot Lloyd Newsletter
Summary: “The latest news from Ascot Lloyd”.
Company: Investec Group
Newsletter: Focus newsletter
Summary: A monthly round-up of top articles, videos and podcasts.
By subscribing to a variety of newsletters, this is the best way to find the tone and the kind of content that suits you. You can readily unsubscribe from any which do not meet your needs. For example, if you are looking for news on a niche topic such as investing to take advantage of geo-politics, then the newsletter from Capitalist Exploits might be the one for you.
