Latest Stories
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Investment
Quilter Monthly Income adds EMD amid allocation changes
Fund has split its fixed income exposure into four, rather than using a single broad index
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Industry
Royal London says advisers delivering better value than last year
The Meaning of Value Report 2024 shows an increase in positive sentiment
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Industry
Fidelity to add private assets to £16.9bn pension scheme strategy
Investments will be made via Fidelity’s first Long-Term Asset Fund (LTAF)
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Industry
PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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Investment
UK inflation jumps to 2.3% for October
Industry commentators weigh in on inflation bounce
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Investment
Rate cut expectations being scaled back by investors – AJ Bell’s Mould
Equities could come under pressure
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Industry
Abrdn appoints Xavier Meyer as investments CEO in restructure
Follows £3.1bn net outflows in Q3 results last month
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Industry
CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
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PAA Analysis
Analysis: Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Industry
Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
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Industry
Succession Wealth buys Leeds-based True Wealth Group
Acquisition provides first entry into Northern Ireland
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Investment
Chancellor to unveil plans to merge local government pensions into ‘mega funds’
Reforms will see the £360bn of assets in 86 local government pension schemes pooled into eight ‘mega funds’
Analysis
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PAA Analysis
Analysis: Will Trump’s return to the White House derail the green agenda?
The iShares Clean Energy ETF, a barometer for sentiment in the sector, has already dropped over 10% since former president’s re-election
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Investment
Chancellor to unveil plans to merge local government pensions into ‘mega funds’
Reforms will see the £360bn of assets in 86 local government pension schemes pooled into eight ‘mega funds’
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Investment
Head to head: US small caps, big growth
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
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Investment
As dust settles from Autumn Budget, how will UK markets fare?
Commentators analyse the effect of AIM stock tax and raising gilt yields on UK markets
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PAA Analysis
Analysis: Bond market scepticism on Trump victory
Fears president-elect’s policies will be inflationary
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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
Multi-Asset
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Investment
Rate cut expectations being scaled back by investors – AJ Bell’s Mould
Equities could come under pressure
-
Industry
Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
-
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Investment
AJ Bell reduces charges for multi-asset income range
Fee reduced 15 basis points to 0.50%
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Investment
Invesco staying defensive with fixed income overweight as tariff headwinds loom
Quality and low volatility characteristics expected to outperform
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Investment
WisdomTree launches leveraged multi-asset ETF
WisdomTree Global Efficient Core UCITS ETF offers exposure to large cap global equities and fixed income futures
Industry
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Industry
Royal London says advisers delivering better value than last year
The Meaning of Value Report 2024 shows an increase in positive sentiment
-
Industry
Fidelity to add private assets to £16.9bn pension scheme strategy
Investments will be made via Fidelity’s first Long-Term Asset Fund (LTAF)
-
Industry
PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
-
Industry
Abrdn appoints Xavier Meyer as investments CEO in restructure
Follows £3.1bn net outflows in Q3 results last month
-
Industry
CISI to hold Financial Planning Week from 27 January
“An opportunity for financial planners to give back”
-
Industry
Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
Best Practice
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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
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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
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