Latest Stories
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Investment
Bank of England holds interest rates amid market uncertainty
The central bank followed the Federal Reserve in remaining cautious as Trump threatens global tariffs
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Industry
PEOPLE MOVES: Rathbones, Invesco, Fidelity International, Sparrows Capital, Towers Watson
Chief executive to retire in September
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Industry
Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
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Industry
Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
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Investment
Fed holds rates as Trump’s tariffs downgrade US growth forecasts
The central bank remained cautious as uncertain trade policy risks inflation ‘spiralling’
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Investment
The Asset Allocator Diary: Rob Burdett
A week in the life of Rob Burdett, head of multi-manager at Nedgroup Investments
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Investment
Aegon AM enters LTAF market with private credit vehicle
It provides ease of access to asset classes previously off limits to most investors amid growing demand for private markets
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Industry
M&G reports 5% profits rise for 2024
Transformation plans, including cost cuts and simplification of asset management business, boosts progress
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Industry
Quilter dominates Defaqto MPS performance awards
The wealth manager won the Cautious, Balanced and Growth categories
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Industry
Invesco appoints new head of client solutions to ‘simplify global structure’
Georgina Taylor will drive the strategic focus of its multi-asset range, as well as managing 12 funds worth £1.1bn herself
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Investment
US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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Investment
Janus Henderson: UK investors up home bias in rotation away from US equities
Investors dropped their US exposure ‘well below the global average’ and retreated to UK equities as global market volatility mounts
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Analysis
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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
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PAA Analysis
Analysis: 25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Analysis
Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
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PAA Analysis
Analysis: Are fortunes improving for multi-asset funds?
As interest in the mag seven and MPS wobbles, and tax changes are introduced, many believe now is the time for multi-asset funds to shine
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Investment
German election result brings prospect of a ‘business-friendly’ coalition
Friedrich Merz is set to become Germany’s chancellor after the Christian Democrats won the largest share of the Bundestag
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PAA Analysis
Analysis: The emerging vogue for active ETFs
Jupiter, Avantis and Robeco have all launched products in the past month
Multi-Asset
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Investment
The Asset Allocator Diary: Rob Burdett
A week in the life of Rob Burdett, head of multi-manager at Nedgroup Investments
-
Investment
US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
-
Investment
Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
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Industry
SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
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Investment
Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
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Investment
ARC: Sector diversification beats geographic in the age of the magnificent seven
Equity market performance of countries has become much more correlated
Industry
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Industry
PEOPLE MOVES: Rathbones, Invesco, Fidelity International, Sparrows Capital, Towers Watson
Chief executive to retire in September
-
Industry
Advised platform assets jump to £616bn as bond sales rise
Up by 12.5% in the last quarter of 2024
-
Industry
Quilter adds Forseti Wealth Partners to advice network
Founded by advisers James Harvey and Archie Wilson
-
Industry
M&G reports 5% profits rise for 2024
Transformation plans, including cost cuts and simplification of asset management business, boosts progress
Best Practice
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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
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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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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