Latest Stories
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Industry
Aviva Investors outflows ease on multi-asset boost
External flows into multi-asset and internal flows from wealth business results in ‘material improvement’
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Industry
PEOPLE MOVES: Quilter, Mattioli Woods, FE fundinfo, Columbia Threadneedle
A round up of the key people moves over the last week
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Industry
Only one in 50 advisers have confidence in the government ahead of Budget
Unbiased Pro gathered views from users
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Industry
Sarasin & Partners launches retirement income strategies
Natural Income and Structured Decumulation options offered
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Industry
FCA’s multi-firm review probes consolidators, but what of client outcomes?
Sparrows Capital’s David Ogden has questions about the recent review
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Investment
Calastone: Equity investors take flight in record month for money markets
UK investors pulled a net £3.7bn from equity funds amid US valuation and UK Budget fears
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Industry
How AI is evolving to reinforce – not replace – the human side of advice
AI is replacing the unpaid, unseen work that stops advisers being advisers writes Stuart Breyer
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Investment
IA fund flows: Outflows ease to £505m in September
Outflows eased to £505m after August’s £1.8bn net redemptions
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Industry
Reeves should back proposed VCT reforms to boost Britain’s regions
Ahead of the Budget Peter Hicks argues there is opportunity for the chancellor to support the Growth Beyond Limits campaign
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Investment
Investors brace for more market volatility following AI pullback
Nasdaq sheds 2% amid magnificent seven sell-off
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Industry
Dynamic Planner bolsters AI credentials as it makes triple hire
Aiming to ‘unlock the full potential’ of AI
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Investment
UK markets fall as chancellor paves way for tax rises
Rachel Reeves said the world has ‘thrown more challenges our way’ since the last Budget
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Industry
How MPS solutions can help IFAs balance growth vs income for clients
Titan Square Mile’s Chris Fleming looks how MPS can helps advisers meet client outcomes with greater ease
Analysis
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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
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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
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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
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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
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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
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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
Multi-Asset
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Industry
Aviva Investors outflows ease on multi-asset boost
External flows into multi-asset and internal flows from wealth business results in ‘material improvement’
-
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
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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
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Investment
SJP expands Polaris range with four multi-index funds
Polaris Multi-Index will invest solely in index trackers
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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
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Industry
Vanguard appoints Hepburn as UK head of adviser solutions
Gillian Hepburn will be responsible for developing the firm’s MPS
Industry
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Industry
Aviva Investors outflows ease on multi-asset boost
External flows into multi-asset and internal flows from wealth business results in ‘material improvement’
-
Industry
PEOPLE MOVES: Quilter, Mattioli Woods, FE fundinfo, Columbia Threadneedle
A round up of the key people moves over the last week
-
Industry
Only one in 50 advisers have confidence in the government ahead of Budget
Unbiased Pro gathered views from users
-
Industry
Sarasin & Partners launches retirement income strategies
Natural Income and Structured Decumulation options offered
-
Industry
FCA’s multi-firm review probes consolidators, but what of client outcomes?
Sparrows Capital’s David Ogden has questions about the recent review
-
Industry
How AI is evolving to reinforce – not replace – the human side of advice
AI is replacing the unpaid, unseen work that stops advisers being advisers writes Stuart Breyer
Best Practice
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Industry
How AI is evolving to reinforce – not replace – the human side of advice
AI is replacing the unpaid, unseen work that stops advisers being advisers writes Stuart Breyer
-
Industry
Future of data architecture: Where we’re going, we need roads…
Simplify Consulting’s Antonietta Price on how shifting data architecture can enable faster, smarter decisions
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Best Practice
Oxford Risk: Why consistency matters, and why humanity still counts
Greg B Davies on balancing responsibilities in an increasingly automated advisory landscape
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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
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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
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Best Practice
Oxford Risk: The psychology of inheritance
Oxford Risk’s Greg B Davies examines why the great wealth transfer needs behavioural Insight