How to help clients maximise the Isa's full potential

Mon, March 24, 2025

[ Today @ 11:21 AM ] - FTAdviser

[ Today @ 11:01 AM ] - Zawya

XTB expands presence in the UAE with new Dubai office and regulatory milestones

[ Today @ 10:30 AM ] - WOPRAI

Short squeeze is starting in shares of PKBK at $1 .. 5, after crossing above the $18.672 Trigger Price

[ Today @ 10:21 AM ] - Insider

The stock market is cheering as Trump mulls softer tariffs

[ Today @ 10:21 AM ] - Barchart

How Is State Street's Stock Performance Compared to Other Financial Stocks?

[ Today @ 09:41 AM ] - Reuters

Gold rally attracts investors back to mining stocks after months of outflows

[ Today @ 07:01 AM ] - Bloomberg

Morgan Stanley's Wilson Says Tide May Turn in Favor of US Stocks

Sun, March 23, 2025

[ Yesterday Evening ] - Fortune

The Cuban Missile Crisis has a lesson for today's .. l a huge rebound, top Wall Street forecaster says

[ Yesterday Afternoon ] - Cryptopolitan

Stock market crashes has Wall Street whispering 'dot-com 2.0'

[ Yesterday Morning ] - AOL

The 'Holy Grail' of Investing and How To Actually Achieve It, According to Tony Robbins

[ Yesterday Morning ] - Kiplinger

Walmart's Transformative Ways Spark a 100,000% Stock Return

[ Yesterday Morning ] - Investopedia

Want to Open a Traditional IRA? Here's a Step-by-Step Guide

[ Yesterday Morning ] - GOBankingRates

Trump Tariffs: How To Protect Your Retirement Account During Periods of Market Volatility

[ Yesterday Morning ] - Insider

Faith-based investing is having a moment

[ Yesterday Morning ] - Mint

Mid, small-cap stocks in defence, renewables, man .. ng-term bets, says Green Portfolio PMS co-founder

Sat, March 22, 2025

[ Last Saturday ] - MarketWatch

My wife and I found two stocks with a 20% return. .. we invest it in the S&P 500 or individual stocks?

[ Last Saturday ] - GOBankingRates

8 Money Moves To Make During Uncertain Times, According to Frugal Living Expert Austin Williams

[ Last Saturday ] - Moneycontrol

How to diversify your portfolio with markets hitting turbulence

[ Last Saturday ] - Barchart

Nvidia CEO Jensen Huang Is Betting on $1 Trillion .. r Buildouts By 2028. Here's the Top Stock to Buy.

[ Last Saturday ] - Invezz

Is it safe to invest in the 10% yielding JEPQ ETF in 2025?

[ Last Saturday ] - Insider

Boomers are in big trouble if the stock market keeps sliding

[ Last Saturday ] - Kiplinger

Relentless Leadership Drives Oracle Stock's 100,000% Return

[ Last Saturday ] - Newspoint

IPL 2025: Earn Money from Home - Here's How!

[ Last Saturday ] - Morningstar

Smart Investor: Top Defensive Stocks, Is the Market Cheap, and When Will the Fed Cut Rates?

[ Last Saturday ] - Reuters

Canadian opposition, oil CEOs call for scrapping federal carbon price system

[ Last Saturday ] - Mint

Gold vs Nifty 50: Which is better for Indian inve .. or long-term? Explained with five crucial reasons

Fri, March 21, 2025

[ Last Friday ] - Morningstar

What's Happening in the Markets This Week

[ Last Friday ] - Investopedia

Choosing a 401(k) Plan Over Individual Stocks

[ Last Friday ] - MSN

Universal Health Services, Inc. (NYSE:UHS): Among .. the Cheap Stocks to Buy According to Billionaires

[ Last Friday ] - WOPRAI

Short squeeze is starting in shares of DRREF at $ .. 04, after crossing above the $8.993 Trigger Price

[ Last Friday ] - GOBankingRates

Tesla Stock vs. Ford Stock: Which Is a Better Investment?

[ Last Friday ] - Bloomberg

FTSE Is Moving Ahead With Index Caps Even After Big Tech Plunge

[ Last Friday ] - AOL

How to Invest in Oil: A Beginner's Guide to Getting Started

[ Last Friday ] - Netmums

Martin Lewis' key 17 money must-dos we all should do before April

[ Last Friday ] - Moneycontrol

With $7 billion limit breached, only a few MF sch .. rseas equity exposure; here's the list of schemes

[ Last Friday ] - Coingape

BTC, XRP, ETH Price Prediction as $4.7 Trillion US Stock Market Options Expire Today

[ Last Friday ] - Benzinga

Retired Investor With 13-Year Vanguard Strategy A .. ' - Wants Out Of Tesla And Meta Amid Market Fears

[ Last Friday ] - Barchart

Should You Buy the Dip in MicroStrategy Stock in March 2025?

[ Last Friday ] - Reuters

Morning Bid: Glum End to Markets Week as Tariffs Loom

[ Last Friday ] - Forbes

Betterment Review 2025

[ Last Friday ] - Mint

Buy the world: Devina Mehra's advice for Indian investors

[ Last Friday ] - MarketWatch

My wife and I have $75,000. Should we invest this money in the S&P 500 or individual stocks?

[ Last Friday ] - TipRanks

'$200 Is in Sight': Top Analyst Sees 70% Upside for Nvidia Stock

[ Last Friday ] - MoneyWeek

Should you limit exposure to US tech stocks?

Thu, March 20, 2025

[ Last Thursday ] - Kiplinger

Stock Market Today: Stocks Struggle After Big Fed Gains

[ Last Thursday ] - MarketWatch

Stock Market Today: Dow rises 383 points, S&P 500 .. after Fed sticks with forecast for 2 cuts in 2025

[ Last Thursday ] - Morningstar

Is the Stock Market Cheap Yet?

[ Last Thursday ] - WOPRAI

Short squeeze is starting in shares of CRGOW at $ .. .2, after crossing above the $0.194 Trigger Price

[ Last Thursday ] - CNBC

There's a 'danger zone' for retirees when the stock market dips. How to shield your portfolio

[ Last Thursday ] - MassLive

As stocks continue to spiral, should you keep investing in your retirement?

[ Last Thursday ] - FXStreet

These crypto categories rallied over 50% in a day: Watch for gains

[ Last Thursday ] - Barchart

Is First Solar Stock Underperforming the S&P 500?

[ Last Thursday ] - Moneycontrol

'Indian investors allocate more to gold than thei .. obal counterparts and this strategy has paid off'

[ Last Thursday ] - RealClearMarkets

Book Review: Barry Ritholtz's Excellent 'How Not to Invest'

[ Last Thursday ] - Investopedia

Investing in Index Funds: What Every Investor Should Know

[ Last Thursday ] - Insider

Barry Ritholtz on the top mistake he sees investors make

[ Last Thursday ] - CoinJournal

Ripple CEO says the SEC will drop its appeal, XRP price reacts higher

Wed, March 19, 2025

[ Last Wednesday ] - Mint

Unlocking global markets: How Indian investors can diversify with portfolio management services

[ Last Wednesday ] - SmartAsset

I'm 67 With $2M in an IRA. How Do I Make It Last for Life?

[ Last Wednesday ] - Insider

US households are sitting on record amounts of stock. That could be bad news for the market.

[ Last Wednesday ] - AOL

How to Invest in Art: Tips for Choosing and Valuing Artwork

[ Last Wednesday ] - Newsweek

Could Elon Musk Face Margin Call Over Tesla Stock? What We Know

[ Last Wednesday ] - MiBolsilloColombia

Warren Buffet couldn't have become a millionaire without following these rules

[ Last Wednesday ] - Morningstar

Explore These 30 Leading Water Funds and Water Stocks in the US and Europe

[ Last Wednesday ] - Kiplinger

Stock Market Today: Stocks Enjoy a Fed Day Relief Rally

[ Last Wednesday ] - WOPRAI

Short squeeze is starting in shares of LITE at $6 .. 5, after crossing above the $69.325 Trigger Price

[ Last Wednesday ] - MarketWatch

Should 401(k) investors follow the advice of top fund managers?

[ Last Wednesday ] - LAist

The markets are down. Here's how to handle your investments

[ Last Wednesday ] - GOBankingRates

Is Microsoft Stock a Good Investment for 2025? Experts Weigh In

[ Last Wednesday ] - Investopedia

Top Stock Movers Now: Boeing, Tesla, General Mills, and More

[ Last Wednesday ] - Moneycontrol

Tariff war and US valuation worries dent foreign .. Indian funds by nearly Rs 2,900 crore in February

[ Last Wednesday ] - CNN

Advanced Micro Devices, Inc.

[ Last Wednesday ] - Moneyweb

Diversify or di-worse-ify? The fine line between smart strategy and risky overload

Tue, March 18, 2025

[ Last Tuesday ] - MarketWatch

Your 401(k) may need some all-weather protection

[ Last Tuesday ] - GOBankingRates

If You Invest $10K Each in These 5 Warren Buffett .. ks, You Could Make $175 a Month in Passive Income

[ Last Tuesday ] - MSN

BRF S.A. (BRFS): Among the Best Penny Stocks to Buy According to Billionaires

[ Last Tuesday ] - TheStreet

Veteran trader makes bold move on Palantir, Rocket Lab and SoFi

[ Last Tuesday ] - Kiplinger

How to Survive Market Mayhem

[ Last Tuesday ] - MoneyWeek

Investment trusts for your ISA

[ Last Tuesday ] - Investopedia

Top Stock Movers Now: Tesla, Royal Caribbean, Nvidia, and More

[ Last Tuesday ] - CNN

How to invest when stocks are volatile

[ Last Tuesday ] - Morningstar

What We've Learned From 150 Years of Stock Market Crashes

[ Last Tuesday ] - WOPRAI

As of Mar 18th, 2025, there has been substantial .. ng Media Group Holdings Limited in recent trading

Mon, March 17, 2025

[ Last Monday ] - Reuters

Hedge Funds Regain Appetite for US Stocks, Feel Full of Europe, Asia

[ Last Monday ] - MarketWatch

Why cruise stocks are a buy now, according to this analyst

[ Last Monday ] - SmartAsset

I'm 65 and Retiring. How Should I Manage My $1.1 Million Portfolio?

[ Mon, Mar 17th ] - Forbes

Recession Warning Signs Are Flashing Red As Consumer Confidence Collapses

[ Mon, Mar 17th ] - Slate

The One Internet Forum That Will Get You Through Stock Market Chaos

[ Mon, Mar 17th ] - Investopedia

Top Stock Movers Now: Intel, Netflix, Incyte, and More

[ Mon, Mar 17th ] - FXStreet

Crypto Today: Traders discuss Solana futures and .. m Hoodi update as Bitcoin price stalls at $83,000

[ Mon, Mar 17th ] - Barchart

Big Tech Selloff: 2 'Strong Buy' Stocks Down 19% and 21% to Buy on the Dip Now

[ Mon, Mar 17th ] - Insider

Warren Buffett is now richer than Bill Gates after $18 billion wealth gain this year

[ Mon, Mar 17th ] - AOL

Can you really retire with $500,000 in savings and investments? (Yes, it's possible)

[ Mon, Mar 17th ] - WOPRAI

Short squeeze is starting in shares of APAM at $4 .. 8, after crossing above the $39.939 Trigger Price

[ Mon, Mar 17th ] - News18

This Stock Soared Over 9,800% In 5 Years, Turning Investors Into Millionaires

[ Mon, Mar 17th ] - Mint

Understanding the Difference Between Trading Individual Shares and Stock Indices

Sun, March 16, 2025

[ Sun, Mar 16th ] - News24

The dangers of falling for the AI market hype

[ Sun, Mar 16th ] - MarketWatch

Stock futures fall as Bessent dismisses market worries: 'Corrections are healthy'

[ Sun, Mar 16th ] - TipRanks

'History Repeating Itself,' Says Investor About Nvidia Stock

[ Sun, Mar 16th ] - CNN

AppLovin Corp. Class A

[ Sun, Mar 16th ] - TheStreet

Veteran fund manager goes shopping, buys 5 stocks after big drops

[ Sun, Mar 16th ] - CNBC

It may be a good time for investors to look at less risky ways to stay in the stock market

[ Sun, Mar 16th ] - Kiplinger

Nvidia Stock's Been Growing for Years. Just Look At Its 100,000% Return

[ Sun, Mar 16th ] - Forbes

CONY Vs MSTY: How To Compare These ETFs?

[ Sun, Mar 16th ] - Insider

Investing tips for finding cheap stocks from Davi .. oth, the Eugene Fama pupil who built a $777B firm

Sat, March 15, 2025

[ Sat, Mar 15th ] - Barchart

2 'Strong Buy' Growth Stocks to Snap Up Now

[ Sat, Mar 15th ] - Forbes

Smart Financial Decisions Made Simple

[ Sat, Mar 15th ] - Cryptopolitan

Rex Shares launches BMAX ETF for Bitcoin corporate treasury convertible bonds

[ Sat, Mar 15th ] - GOBankingRates

What Regular Investors Can Learn From Jeff Bezos' Venture Capital Bets

[ Sat, Mar 15th ] - TheStreet

Economist predicts Michael Saylor's MicroStrategy will eventually 'go bankrupt'

[ Sat, Mar 15th ] - MarketWatch

Wall Street begins to cut S&P 500 targets as tari .. the stock market. Should investors be concerned?

[ Sat, Mar 15th ] - Morningstar

Smart Investor: Stock Market Crashes, Tariffs and the Economy, What's Next for the Fed

[ Sat, Mar 15th ] - Kiplinger

Markets Are Down: Here's How Your Estate Can Benefit

[ Sat, Mar 15th ] - AOL

Want Decades of Passive Income? 3 Best Oil Stocks to Buy Right Now

[ Sat, Mar 15th ] - Insider

Older Americans watching their retirement investm .. e under Trump: 'I hope he knows what he's doing.'

[ Sat, Mar 15th ] - Yahoo

Latest news on the stock markets after an unsettling week for investors

Fri, March 14, 2025

[ Fri, Mar 14th ] - CNN

US stocks rally but Dow posts worst week since 2023

[ Fri, Mar 14th ] - MarketBeat

Rubrik Stock's V-Bottom Reversal Signals a Major Rally Ahead

[ Fri, Mar 14th ] - Reuters

The Big Currency Winners of 2025 So Far Do Not Include the Dollar

[ Fri, Mar 14th ] - Kiplinger

Stock Market Today: Dow Jumps 674 Points in Friday's Relief Rally

[ Fri, Mar 14th ] - Fortune

Nvidia surpasses Tesla as the No. 1 held stock on Robinhood, fueled by Gen Z interest

[ Fri, Mar 14th ] - Benzinga

Stupid 20-Year Investment Plan? Investor Question .. y - 'Is It Stupid To Put In That Much Into SCHD?'

[ Fri, Mar 14th ] - MarketWatch

Why this Wall Street strategist says investors sh .. ld stick with U.S. stocks despite recession fears

[ Fri, Mar 14th ] - GhanaWeb

The 2025 Budget proposal and its implications for Ghana's mineral revenue management

[ Fri, Mar 14th ] - WOPRAI

Short squeeze is starting in shares of RDW at $9. .. 15, after crossing above the $9.662 Trigger Price

[ Fri, Mar 14th ] - CNBC

U.S. stock market loses $5 trillion in value in three weeks

Thu, March 13, 2025

[ Thu, Mar 13th ] - CNN

Dow slides and S&P 500 closes in correction as Trump's trade war escalates

[ Thu, Mar 13th ] - GOBankingRates

Why Roku and These 3 Other Streaming Stocks Are Worth Watching

[ Thu, Mar 13th ] - Reuters

Europe's top money managers start to bring defence stocks in from the cold

[ Thu, Mar 13th ] - Benzinga

Warren Buffett Said 'Bad News Is an Investor's Be .. or Stocks to Drop 50%, You Shouldn't Be Investing

[ Thu, Mar 13th ] - Investopedia

S&P 500 Gains and Losses Today: Index Falls Into Correction Amid Economic Uncertainty

[ Thu, Mar 13th ] - Cryptopolitan

Warren Buffett is the only person on Wall Street not in the red right now

[ Thu, Mar 13th ] - Kiplinger

Stock Market Today: Stocks Drop on Trump's EU Tariff Threats

[ Thu, Mar 13th ] - WSBT

Stock market drop raises concerns about 401(k) plans

[ Thu, Mar 13th ] - MarketWatch

Stock Market Today: Dow falls 400 points, S&P 500 .. ion and Nasdaq drops on more Trump tariff threats

[ Thu, Mar 13th ] - financebuzz

Make Your Money Work for You: Use These Tools to Get Ahead

[ Thu, Mar 13th ] - MoneyWeek

ISA investments by age: should I invest more in my stocks and shares ISA?

[ Thu, Mar 13th ] - MarketBeat

Dividends Are Rising: 3 Foreign Stocks Boosting Payouts

[ Thu, Mar 13th ] - AOL

The Best Stocks to Invest $1,000 in Right Now

[ Thu, Mar 13th ] - Forbes

Calming Advice For A Chaotic Stock Market

[ Thu, Mar 13th ] - WOPRAI

As of Mar 13th, 2025, there has been substantial .. elling of Silex Systems Limited in recent trading

Wed, March 12, 2025

[ Wed, Mar 12th ] - GOBankingRates

Ramit Sethi: Stop 'Gambling' on Stocks -How To Invest Instead

[ Wed, Mar 12th ] - FTAdviser

How can we reshape Isas to greater benefit young savers and the economy?

[ Wed, Mar 12th ] - Forbes

Investment Income Strategies For Retirees: Boost Your Passive Earnings

[ Wed, Mar 12th ] - MarketWatch

14 financial advisers reveal how you should invest $50K right now

[ Wed, Mar 12th ] - Insider

Why software stocks could be a safe haven for investors in a tariff-induced recession

[ Wed, Mar 12th ] - TheStreet

Beaten-down tech stock is "extremely attractive," analyst says

[ Wed, Mar 12th ] - Investopedia

Understanding Basic Candlestick Charts

[ Wed, Mar 12th ] - Kiplinger

Stock Market Today: Nasdaq Shines In Volatile Session

[ Wed, Mar 12th ] - AOL

5 top mistakes to avoid during a market sell-off

[ Wed, Mar 12th ] - WOPRAI

Short squeeze is starting in shares of AFRIW at $ .. .7, after crossing above the $0.687 Trigger Price

[ Wed, Mar 12th ] - NerdWallet

The Do's and Don'ts of Using AI to Manage Your Finances

[ Wed, Mar 12th ] - Invezz

What every investor needs to know as the stock market sells off

[ Wed, Mar 12th ] - Reuters

FTSE 100 Subdued After Selloff; Travel and Leisure Stocks Drop

Tue, March 11, 2025

[ Tue, Mar 11th ] - TheStreet

Tesla Bull sounds the alarm on Elon Musk's leadership

[ Tue, Mar 11th ] - CNN

Trump's hardline trade agenda spooks markets and allies

[ Tue, Mar 11th ] - Mint

Retail investors' confidence drops as Indian stock market faces biggest crash in 5 years

[ Tue, Mar 11th ] - MSN

Trump Is Tanking AI Stocks. Buy the Dip in Palantir and These 4 Names, Analyst Says.

[ Tue, Mar 11th ] - MarketWatch

I invested $4,000 in 2020. It's now worth $55,000 with a 65% concentration in Nvidia. What now?

[ Tue, Mar 11th ] - Kiplinger

Stock Market Today: Trump Drives Another Up-and-Down Day

[ Tue, Mar 11th ] - ConsumerAffairs

Stocks are down. Is it time to invest in gold?

[ Tue, Mar 11th ] - Insider

Tech billionaires are having a really, really rough 2025

[ Tue, Mar 11th ] - CNBC

'Keep your head': Why Warren Buffett suggests reading a 19th century poem when stocks are falling

[ Tue, Mar 11th ] - FXStreet

Saylor unveils $21B BTC purchase plan amid market crash: How will Bitcoin price react this week?

[ Tue, Mar 11th ] - Barchart

How Is Microchip Technology's Stock Performance Compared to Other Semiconductor Stocks?

[ Tue, Mar 11th ] - Quartz

Nvidia, Tesla, Oracle, Palantir, Airbnb, IBM, Coinbase, Delta Air Lines: Stocks to watch today

[ Tue, Mar 11th ] - Forbes

U.S. Stock Market: Investor Pessimism Has Begun

[ Tue, Mar 11th ] - AOL

International ETFs: How to invest in foreign and emerging markets

[ Tue, Mar 11th ] - WOPRAI

Short squeeze is starting in shares of BZFD at $1 .. 45, after crossing above the $1.931 Trigger Price

[ Tue, Mar 11th ] - IPPMEDIA

7 reasons why real estate should be a key part of personal wealth

[ Tue, Mar 11th ] - MoneyWeek

What is the S&P 500?

[ Tue, Mar 11th ] - Reuters

Wall Street Selloff Deepens as Trump Sparks Recession Concerns

Mon, March 10, 2025

[ Mon, Mar 10th ] - GOBankingRates

Types of Investments: How To Choose the Right One for You

[ Mon, Mar 10th ] - NewsNation

Is the US headed for a recession? 4 warning signs to keep an eye on

[ Mon, Mar 10th ] - AOL

Why Semiconductor Equipment Stocks ASML Holdings, KLA, and Lam Research Plunged Today

[ Mon, Mar 10th ] - Forbes

The 5 Best-Performing AI Stocks In The Last Year

[ Mon, Mar 10th ] - Barchart

Is the Worst Over for Nvidia Stock? The Case for NVDA Falling Below $100.

[ Mon, Mar 10th ] - Morningstar

Markets Brief: How Investors Can Profit From Volatility

[ Mon, Mar 10th ] - FXStreet

Stocks spiral after Trump admits to 'period of tr .. ion' in US economy, but Amgen, Verizon outperform

[ Mon, Mar 10th ] - Insider

The stock market has a $1 trillion secret weapon to fight further declines

[ Mon, Mar 10th ] - Reuters

Tesla's stock defied gravity for years. Is Elon Musk's EV party over?

[ Mon, Mar 10th ] - Moneywise

Where should you pull money from first in retirem .. ndard order all American retirees should consider

[ Mon, Mar 10th ] - WOPRAI

As of Mar 10th, 2025, there has been substantial .. elling of HighPeak Energy, Inc. in recent trading

Sun, March 9, 2025

[ Sun, Mar 09th ] - News18

Crorepati Mutual Fund Scheme: Rs 10,000 Monthly I .. ment Creates Rs 6.75 Crore In 32 Years; Check How

[ Sun, Mar 09th ] - Invezz

Consumer staples outperform in 2025, but here's w .. y investors may want to reconsider their bets now

[ Sun, Mar 09th ] - Forbes

IBIT Vs. FBTC: Which Bitcoin ETF Is The Better Buy?

[ Sun, Mar 09th ] - Insider

The stock market is getting more turbulent. Here are 4 ways that's reshaped how investors behave.

[ Sun, Mar 09th ] - Kiplinger

Has This Unconventional Growth Fund Lost Its Mojo?

[ Sun, Mar 09th ] - TipRanks

Lemonade, Sunrun, BigBear.ai, Main Street, General Dynamics: Insider Trading Frenzy!

Sat, March 8, 2025

[ Sat, Mar 08th ] - Barchart

Is This 'Tariff-Protected' Stock a Buy as It Nears Penny Stock Territory?

[ Sat, Mar 08th ] - Kiplinger

Apple's 100,000% Return Is a Result of Innovation, Brand Loyalty and Buybacks

[ Sat, Mar 08th ] - GOBankingRates

Investment Objectives: What They Are and Why They Matter

[ Sat, Mar 08th ] - Reuters

Wall St ends higher after Fed chief's comments, but notches weekly loss

Fri, March 7, 2025

[ Fri, Mar 07th ] - stockhead

Barry FitzGerald: Creating a virtual critical minerals ETF that's tailored for the trade war

[ Fri, Mar 07th ] - Kiplinger

Stock Market Today: Stocks Swing Higher on Powell Speech

[ Fri, Mar 07th ] - WOPRAI

Short squeeze is starting in shares of LNN at $13 .. , after crossing above the $130.689 Trigger Price

[ Fri, Mar 07th ] - CNBC

Dimensional's David Booth and filmmaker Errol Morris on investing documentary 'Tune Out the Noise'

[ Fri, Mar 07th ] - FXStreet

Trump's White House Crypto Summit through the lens of crypto giants: Five experts weigh in

[ Fri, Mar 07th ] - Reuters

John Lewis and Currys latest UK retailers to give inflation-busting pay rises

[ Fri, Mar 07th ] - MSN

Building a Real Estate Portfolio: Strategies for Millennial CEOs

How to help clients maximise the Isa's full potential

^{Published on 2025-03-24 11:21:02 - FTAdviser}

- Indeed, government statistics show that the cash Isa is still the most popular Isa, despite higher investment growth helping stocks and shares Isas to account for 58 per cent of the market value of Isa funds, while cash Isas account for 42 per cent of the market value.

The article from FT Adviser discusses strategies for financial advisers to help clients maximize the benefits of Individual Savings Accounts (ISAs). It highlights the importance of understanding the different types of ISAs available, such as Cash ISAs, Stocks and Shares ISAs, Lifetime ISAs, and Innovative Finance ISAs, each offering unique tax advantages. The piece emphasizes the need for advisers to tailor ISA recommendations to individual client needs, considering factors like investment goals, risk tolerance, and time horizon. It also covers the annual ISA allowance, which for the tax year 2024/25 is £20,000, and the importance of using this allowance effectively before it resets. Additionally, the article touches on the benefits of ISAs for inheritance tax planning, the potential for tax-free growth, and the flexibility of ISAs in terms of withdrawals and transfers. The overarching theme is the strategic use of ISAs to optimize tax efficiency and meet long-term financial objectives.

Read the Full FTAdviser Article at:
[ [ https://www.ftadviser.com/isas/2025/3/24/how-to-help-clients-maximise-the-isas-full-potential-/ ] ]

N@N

How to help clients maximise the Isa's full potential