Latest Stories
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Industry
AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009
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Investment
The asset allocator diary: David Lewis
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
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Investment
ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data
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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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Investment
Evelyn Partners’ Hollands: How to play US equities post election
Fund picks for adding exposure
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Industry
FCA proposes extending investment research rules to pooled funds
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
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Industry
Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
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Investment
Trump tariffs: A looming disaster for the global economy?
Ahead of today’s election, SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Investment
Calastone: Equity funds suffer worst outflows on record
Bonds balloon by £631m while money markets increase £402m
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Industry
Quilter Cheviot hires former 7IM MD for newly-created head of advice role
Colin Rowe to take on position in January, subject to regulatory approval
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Investment
What does the gilt yield spike mean for UK bond prospects?
Commentators believe ‘systemic risks to the market are low’
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PAA Analysis
Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
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Industry
Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
Analysis
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PAA Analysis
Analysis: Has the Budget revived for the fortunes for UK equities?
Most notable early impact so far has been felt in the AIM market
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Industry
Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
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PAA Analysis
Analysis: Could Model Portfolio Services lose their crown to funds of funds?
Implementation issues and possible changes to CGT see more investors looking for alternative strategies
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PAA Analysis
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
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PAA Analysis
Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride
Multi-Asset
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Investment
The asset allocator diary: David Lewis
A week in the life of David Lewis, investment manager, Merlin Funds at Jupiter
-
Investment
ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data
-
Investment
Boxing clever: Alpha generation versus downside protection
Smera Ashraf, head of global wealth – UK at Aviva Investors weighs in on the balancing act
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Investment
Nordea AM’s Claus Vorm: No equities sell-off triggered by US election but yields could rise
Policy impacts ‘more predictable’ than in 2016
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Investment
The asset allocator diary: Chris Robinson
A week in the life of Chris Robinson, MPS investment director at Premier Miton, week commencing 14 October
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Investment
Future Growth Capital to boost UK private markets with new LTAFs
Its aim is to ‘promote the UK’s private markets ecosystem, further enhancing the UK as an attractive destination for international investors’
Industry
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Industry
AJ Bell: Inheritance tax nil-band freeze will cost families an extra £234k
The ‘nil rate band’ has been frozen at £325,000 since 2009
-
Industry
FCA proposes extending investment research rules to pooled funds
Regulator wants to widen scope of recent research rule overhaul to UCITS and alternative investment funds
-
Industry
Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
-
-
Industry
Quilter Cheviot hires former 7IM MD for newly-created head of advice role
Colin Rowe to take on position in January, subject to regulatory approval
-
Industry
Are investment trusts celebrating too soon over cost disclosure?
Platforms may have thrown a spanner in the works
Best Practice
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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
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Best Practice
CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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Best Practice
BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board
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Best Practice
‘SDR implementation is far more challenging than we ever anticipated’
Fund group representatives share their frustrations at Good Money Week
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Best Practice
How behavioural analysis can help firms with Consumer Duty reporting
Simplify Consulting’s Nina Cherry looks at how behavioural analysis can support firms in evidencing and complying with the regulation