Latest Stories
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Investment
Mirabaud: Are gold miners a better buy than gold itself?
John Plassard, senior investment specialist at Mirabaud Group, shares some thoughts
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Investment
Fidelity: Intermediaries increase active ETF exposure
61% of intermediaries expect to increase their allocation to active ETFs over the next 18 months
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Industry
Evelyn Partners makes raft of hires in Jersey and moves office
Relocation ties in with decision to sell its professional services division
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Industry
WisdomTree launches crypto ETP tracking CoinDesk 20 index
The digital assets index is up 76.7% since launching last year as investors flocked to cryptocurrencies
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Investment
‘Cause for concern’ as UK inflation rises unexpectedly to 3%
The BoE will be trying to avoid stagflation as economic growth becomes a top priority for future rate cuts
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Investment
Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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Industry
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
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Investment
One in three UK investors increasing exposure to foreign equities
Research from ETP provider GraniteShares
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Investment
UK unemployment rate holds steady at 4.4%
Marginally below the Bank of England’s forecast of 4.5%
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Analysis
Head to head: Change is in the air
Are investors right to turn their backs on Europe or do opportunities still persist in the region?
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Investment
Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
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PAA Analysis
Analysis: Are investors getting it wrong about the UK?
Many believe the gloom over the outlook for the country is misplaced
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Industry
Pridham report: Over half of UK fund groups see sale improvement in end of 2024
Pridham Report shows a quarter of growth for active equity funds
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Best Practice
Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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Industry
P1 Investment Services appoints investment account manager from ebi
James Fouche will aim to build the firm’s relationships with advisers
Analysis
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Analysis
Head to head: Change is in the air
Are investors right to turn their backs on Europe or do opportunities still persist in the region?
-
PAA Analysis
Analysis: Are investors getting it wrong about the UK?
Many believe the gloom over the outlook for the country is misplaced
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PAA Analysis
Analysis: Is the reign of the magnificent seven under strain?
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants
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Industry
How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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PAA Analysis
Analysis: Will 2025 be a gamechanger for financial advice and AI?
Although current use remains piecemeal, there are a range of products emerging that could have a huge impact on productivity levels
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PAA Analysis
Analysis: Investors buckle up as Trump gets to work
What impact will the incoming administration have on individual companies and stockmarkets as the president rolls out a slew of executive orders?
Multi-Asset
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Investment
Bank of America: Cash allocations at 15-year lows
The bank said this reflects the fact investors remain bullish despite tariff concerns
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Investment
The PA Adviser Profile: Past, present and future with Yoram Lustig
In the first of a new series Yoram Lustig discusses his early career, the challenges of multi asset investing and his outlook for the adviser space
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Investment
Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Investment
Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture
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Investment
Aviva Investors launches Venture & Growth Capital LTAF
Aviva LTAF to operate with a UK bias
Industry
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Industry
Evelyn Partners makes raft of hires in Jersey and moves office
Relocation ties in with decision to sell its professional services division
-
Industry
WisdomTree launches crypto ETP tracking CoinDesk 20 index
The digital assets index is up 76.7% since launching last year as investors flocked to cryptocurrencies
-
Industry
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
-
Investment
Who are the winners (and losers) of the FTSE 100?
British Airways, NatWest and Rolls-Royce boosted the FTSE 100 to new heights, while other UK giants saw their share prices tumble
-
Industry
Pridham report: Over half of UK fund groups see sale improvement in end of 2024
Pridham Report shows a quarter of growth for active equity funds
-
Industry
P1 Investment Services appoints investment account manager from ebi
James Fouche will aim to build the firm’s relationships with advisers
Best Practice
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Industry
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
-
Best Practice
Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
-
Best Practice
The role of financial personality in retirement income planning
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
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Best Practice
Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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Best Practice
Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Industry
Why client outcomes and independence should be focus of FCA advice consolidation review
Both areas need appropriate attention from the regulator, writes Sparrows Capital’s David Ogden