Latest Stories
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Industry
IBOSS launches MPS cost comparison tool
Calculator available on IBOSS website without login
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Investment
Columbia Threadneedle rebrands Lifestyle multi-manager range
Charges on the funds also reduced
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Investment
Active global funds break records in first half of year
Longer term returns still below passive alternatives
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Industry
Aviva Investors revamps Retirement Income MPS
New MPS will house three risk-rated portfolios
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Investment
Schroders commits to US equity positioning in multi-asset funds
Position balanced with underweight stance to US dollar
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Industry
FE fundinfo: Lack of tech integration hurting advice firms
Outdated tech and manual work accounting for 10% of costs
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Investment
IFAs hold firm on US equities despite turbulence
Two thirds of IFAs are advising clients to maintain or increase US equity allocations, according to Franklin Templeton and Opinium
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Industry
PFS announces huge investment to fund future talent
Aim is to remove barriers and build a profession that is as ‘diverse and dynamic’ as the society it serves
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Industry
People moves: Robeco, Martin Currie, M&G, Liontrust
A round up of the key people moves over the last week
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Industry
A watershed moment: The Pensions Commission returns to finish the job
Alltrust’s Rob Shipman believes Baroness Drake, Sir Ian Cheshire, and Professor Pearce face an enormous task in building consensus for reform
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Industry
IBOSS launches blended MPS range
Combining its existing Core and Passive strategies in a single product
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Industry
Maven Renovar VCT to explore tender offer as board sets meeting date
Requisitioned general meeting to be held on 13 August
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Industry
Revived Pension Commission ‘must be bold and forward-looking’ to address undersaving
Commission’s final report is due in 2027
Analysis
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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
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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
Multi-Asset
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Investment
Columbia Threadneedle rebrands Lifestyle multi-manager range
Charges on the funds also reduced
-
-
Investment
Schroders commits to US equity positioning in multi-asset funds
Position balanced with underweight stance to US dollar
-
Investment
H1 2025: A game of two halves for multi-asset managers
How have multi-asset managers negotiated such a volatile start to the year and how are they are positioning for H2?
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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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Investment
Quilter backs bonds amid continued uncertainty
WealthSelect MPS cuts equity weighting in quarterly rebalance
Industry
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Industry
IBOSS launches MPS cost comparison tool
Calculator available on IBOSS website without login
-
Investment
Active global funds break records in first half of year
Longer term returns still below passive alternatives
-
-
-
Industry
Aviva Investors revamps Retirement Income MPS
New MPS will house three risk-rated portfolios
-
Investment
Schroders commits to US equity positioning in multi-asset funds
Position balanced with underweight stance to US dollar
Best Practice
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Industry
PFS announces huge investment to fund future talent
Aim is to remove barriers and build a profession that is as ‘diverse and dynamic’ as the society it serves
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Best Practice
Oxford Risk: Getting ready for targeted support with behavioural suitability
Advisers need to make sure they have the right tools for the job, writes Oxford Risk’s Greg B Davies
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Best Practice
Dynamic Planner’s Chris Jones: Don’t mind the gap, step into it
The arrival of the FCA’s targeted support regime will help fill the void between financial promotion and regulated advice
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Best Practice
Decumulation challenge with sustainable investing
Castlefield’s Michael Owens argues a diversification of assets should be a key focus for individuals entering into decumulation
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Best Practice
Oxford Risk: Why risk tolerance alone can’t determine suitable risk
Advisers and firms need a fuller understanding of who investors are and how they relate to their investments, writes Oxford Risk’s Greg B Davies
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Best Practice
Consumer Duty: Wealth managers must do more to protect vulnerable customers
While progress has been made, many wealth managers must do more to protect customers, writes Natasha Bridgewater’s Simplify Consulting