Latest Stories
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Investment
High GDP growth exceeds expectations, but experts warn of slowdown
The UK economy grew 0.7% in the first quarter after a period of stagnation, yet Trump’s tariffs and Reeve’s tax hikes could unravel investors’ optimism
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Industry
SJP’s Rainbow awarded £2m in shares after Schroders exit
Award reimburses Rainbow for share awards forfeited after leaving Schroders
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Industry
PEOPLE MOVES: 7IM, Rathbones AM, Peel Hunt, Schroder Income Growth, River Global AM
Double senior appointment at 7IM
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Industry
Investment Association warns firms of AI-assisted ‘cloning scams’
AI making scams more sophisticated
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Industry
Square Mile adds eight fund ratings to Academy
Veritas and Baillie Gifford see fund downgrades
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Industry
Quilter expands CashHub savings service
Allows advisers to view their clients’ cash savings alongside their investments
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Investment
Infrastructure: Global investors, investing locally
Investors discuss the increasing infrastructure opportunities in AI, renewable energy and utilities
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Industry
WisdomTree: Coinbase S&P 500 listing confirms crypto’s place in ‘inner sanctum’
Firm met and exceeded the stringent S&P 500 entry criteria
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Industry
Evelyn Partners launches Cash and Cautious Bond strategy for advisers
Portfolios can be tailored to individual clients’ timescales and drawdown needs
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Investment
UK unemployment rises to 4.5%
It could reach as high as 5% in the coming months as Chancellor Rachel Reeves’ National Insurance changes come into effect, according to some
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Industry
Moneyfarm and AJ Bell top Fundscape’s table of fastest growing platforms
In total assets terms, Hargreaves Lansdown remained comfortably ahead
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Investment
Treasury to launch ISA reform consultation — reports
The Treasury is set to launch a consultation on ISA reform in the coming weeks, according to the Financial Times
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Investment
Markets rise on US/China tariff breakthrough
Both sides have cut tariffs for a 90-day period – but there is still work to be done to reach formal agreement
Analysis
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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
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Industry
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
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PAA Analysis
Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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PAA Analysis
Analysis: Gloomy OBR forecasts expected to dampen chancellor’s Spring Statement
Economists believe key economic variables will continue to work against Rachel Reeves’ fiscal rules well into the Autumn
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Investment
Why investors should stay the course with sustainable energy
Key structural tailwinds suggest that patient investors could be rewarded in the years ahead, writes Jake Moeller
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PAA Analysis
Analysis: Faith in equity income stocks starts to pay dividend
Signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
Multi-Asset
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Investment
Aberdeen: Overlooked mid-caps could be ‘attractive sweet spot’
Trading at record low valuations compared with large firms
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Investment
Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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Investment
Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
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Investment
Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Investment
Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
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Investment
Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
Industry
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Industry
SJP’s Rainbow awarded £2m in shares after Schroders exit
Award reimburses Rainbow for share awards forfeited after leaving Schroders
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Industry
PEOPLE MOVES: 7IM, Rathbones AM, Peel Hunt, Schroder Income Growth, River Global AM
Double senior appointment at 7IM
-
Industry
Investment Association warns firms of AI-assisted ‘cloning scams’
AI making scams more sophisticated
-
Industry
Square Mile adds eight fund ratings to Academy
Veritas and Baillie Gifford see fund downgrades
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Best Practice
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Best Practice
Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
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Best Practice
FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
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Best Practice
Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
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Industry
IFAs warned not to delay succession planning
Research reveals only 31% of IFAs see it as ‘vital’
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Best Practice
Why now is the right time for FCA review of model portfolios
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
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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