Latest Stories
-
Industry
PEOPLE MOVES: Nucleus, Aviva Investors, Octopus Ventures, State Street IM
A round up of the key people moves over the last week
-
Investment
Head to head: Taking stock of gilts
Phil Milburn and David Coombs debate whether fears surrounding government debt around the world are being overplayed
-
Investment
Inflation undershoot provides ‘light at the end of the tunnel’ for Bank of England
CPI of 3.8% in the 12 months to September
-
Industry
Quilter posts third successive £2bn net inflow
As CEO Steven Levin says potential Autumn Budget changes should aim to build a broader investment culture in the UK
-
Industry
Vanguard: Quarter of departing advice clients blame ‘neglected relationship’
Human connection a ‘critical driver’ of strong adviser-client relationships
-
Investment
Evelyn Partners MPS reduces UK exposure in favour of Europe
Evelyn Partners’ MPS team trimmed its holdings in Lindsell Train UK Equity as part of the rebalance
-
Investment
L&G announces £2bn UK investment as pension funds sign up to ‘Sterling 20’
Aimed to coordinate backing for investment into the UK
-
Investment
UK economy returns to growth in August but significant challenges lay ahead
GDP ticked up 0.1% in August
-
-
Industry
Sparrows Capital hires sales manager to focus on advisers
Has worked at ebi, M&G Wealth, 7IM, Standard Life/Aberdeen and HSBC
-
Investment
SJP’s Justin Onuekwusi: Stay calm and carry on
The CIO argues against the desire to make sweeping changes to portfolios at a time of heightened geopolitical risk
-
Industry
Chancellor prepares the ground for ISA reforms in the Budget
Vague plans appear to be firming up
-
Industry
Titan Wealth acquires Blacktower Group
Expands Titan Wealth’s global reach and capabilities for advisers
-
Investment
Janus Henderson to run Quilter absolute return mandate
Managed by Ben Wallace and Luke Newman
Analysis
-
Analysis
Private markets education ‘paramount’ for retail investors
Commentators react as HL and Schroders announce a partnership allowing HL clients to access two Schroders LTAFs
-
Analysis
Themes investors can no longer ignore
The world is changing at a fast pace, pushing certain themes to the forefront of stockmarkets and economies
-
PAA Analysis
Sector in review: IA Global Emerging Markets
Asset allocators and fund managers from Nedgroup, T. Rowe Price and Sarasin give their take on how to play emerging markets
-
PAA Analysis
Sector in review: IA Fixed Income
Asset allocators from Iboss, AJ Bell Investments, Liontrust, Tyndall IM and Chelsea Financial Services give their take on how to play bonds
-
PAA Analysis
Do the FCA’s targeted support proposals go far enough to close the advice gap?
Industry experts react to the FCA’s ‘once in a generation’ advice reforms
-
Investment
UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
Multi-Asset
-
Investment
Head to head: Taking stock of gilts
Phil Milburn and David Coombs debate whether fears surrounding government debt around the world are being overplayed
-
Investment
SJP’s Justin Onuekwusi: Stay calm and carry on
The CIO argues against the desire to make sweeping changes to portfolios at a time of heightened geopolitical risk
-
Investment
SJP expands Polaris range with four multi-index funds
Polaris Multi-Index will invest solely in index trackers
-
Investment
Adviser MPS sales hit £7.8bn in six months amid ‘unmistakable realignment’
Global and North American equity funds were the most bought active strategies
-
Industry
Vanguard appoints Hepburn as UK head of adviser solutions
Gillian Hepburn will be responsible for developing the firm’s MPS
-
Investment
How trend-following funds can improve the risk-return of portfolios
The concept of ‘trend-following’ dates back to the 1800s, writes Fairlight Capital Partners’ Mik Bates
Industry
-
Industry
PEOPLE MOVES: Nucleus, Aviva Investors, Octopus Ventures, State Street IM
A round up of the key people moves over the last week
-
Industry
Quilter posts third successive £2bn net inflow
As CEO Steven Levin says potential Autumn Budget changes should aim to build a broader investment culture in the UK
-
Industry
Vanguard: Quarter of departing advice clients blame ‘neglected relationship’
Human connection a ‘critical driver’ of strong adviser-client relationships
-
Investment
Evelyn Partners MPS reduces UK exposure in favour of Europe
Evelyn Partners’ MPS team trimmed its holdings in Lindsell Train UK Equity as part of the rebalance
-
-
Industry
Sparrows Capital hires sales manager to focus on advisers
Has worked at ebi, M&G Wealth, 7IM, Standard Life/Aberdeen and HSBC
Best Practice
-
Best Practice
Oxford Risk: Don’t over-pot your portfolio
Goals-based investing is unnecessarily expensive, inflexible, and psychologically short-sighted, argues Oxford Risk’s Greg B Davies
-
Industry
Is there more to targeted support than meets the eye?
Firms must ensure customers understand what they are buying, writes Simplify Consulting’s Jo Fulford
-
Best Practice
Oxford Risk: The psychology of inheritance
Oxford Risk’s Greg B Davies examines why the great wealth transfer needs behavioural Insight
-
Industry
PFS announces huge investment to fund future talent
Aim is to remove barriers and build a profession that is as ‘diverse and dynamic’ as the society it serves
-
Best Practice
Oxford Risk: Getting ready for targeted support with behavioural suitability
Advisers need to make sure they have the right tools for the job, writes Oxford Risk’s Greg B Davies
-
Best Practice
Dynamic Planner’s Chris Jones: Don’t mind the gap, step into it
The arrival of the FCA’s targeted support regime will help fill the void between financial promotion and regulated advice