Latest Stories
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Industry
PEOPLE MOVES: Royal London, Nedgroup, Legal & General, AXA IM
Ian McLeod joins from M&G Wealth
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Investment
HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
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Industry
AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
Investments arm saw £1.5bn net inflows in the year to 30 September
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Investment
Schroders: Global equities and private equity favoured despite election-heavy year
Global investors are looking through the ‘short-term noise’
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Industry
St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
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Industry
Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
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Industry
‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
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Industry
Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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Industry
Quilter reports 50% uptick in year-on-year net flows for Q3
Core net inflows of £1.5bn, representing 5% of opening assets under management and advice
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Investment
UK inflation falls below target for first time in three years
Conditions appear ‘ripe for another rate cut’, according to industry commentators
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Industry
AJ Bell warns capital gains reset upon death and IHT reliefs at risk in the Budget
A big increase in CGT rates could backfire
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Investment
Nine in 10 professional investors foresee shift from equities to fixed income
Wealth managers and institutional investors plan to lock in gains from strong equities performance
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Investment
AIC: Interest in ESG investing falls for third year running
48% of private investors consider ESG factors when investing, according to the annual ESG Attitudes Tracker
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Industry
Tatton Asset Management: Record inflows lead to 26.6% AUM increase
Full half-year results to be released on 13 November
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Analysis
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PAA Analysis
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
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PAA Analysis
Analysis: Should investors care about the US election?
As the US presidential election gets ever closer, investors are warned to strap in for a bumpy ride
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PAA Analysis
Active vs passive: What can investors expect as confidence wanes in magnificent seven?
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds
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PAA Analysis
Interest rates: Tough decisions ahead for central banks
Will the Federal Reserve and Bank of England agree to more interest rate cuts when they meet again this week?
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Investment
Head to head: Pedal to the metal
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
Multi-Asset
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Investment
HSBC tops Defaqto’s 10 most recommended multi-asset funds list
The top 10 features the same funds as in Q2 but in a different order
-
Industry
Rob Burdett joins Nedgroup Investments
Burdett will head up Nedgroup Investments’ international multi-manager business
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PAA Analysis
Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
-
Investment
Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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Investment
BNY: Strengthening pound undermining the case for UK equities
The Bank of England and Federal Reserve are diverging
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Investment
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers
Industry
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Industry
PEOPLE MOVES: Royal London, Nedgroup, Legal & General, AXA IM
Ian McLeod joins from M&G Wealth
-
Industry
AJ Bell posts 22% AUA increase despite ‘unhelpful’ Budget uncertainty
Investments arm saw £1.5bn net inflows in the year to 30 September
-
Industry
St. James’s Place: Steady net inflows lead to record funds under management
Gross flows for Q3 came in at £4.4bn, 20% higher than over the same period last year
-
Industry
Nearly half of advisers see the ‘great wealth transfer’ as an existential threat
Natixis estimates $84trn worth of assets are set to be passed on over the next 20 years
-
Industry
‘Bittersweet’ 4.1% state pension rise confirmed as inflation dips
Payments to increase from £169.50 to £176.45, or £9,175.40 a year
-
Industry
Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
Best Practice
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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
CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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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
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Best Practice
How behavioural analysis can help firms with Consumer Duty reporting
Simplify Consulting’s Nina Cherry looks at how behavioural analysis can support firms in evidencing and complying with the regulation
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Best Practice
Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice