Latest Stories
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Investment
Dynamic Planner’s Chatterjee: Investing on shifting sands
The chief investment strategist looks at whether there is more to the current tactical bond shifts in the multi-asset solution space than macro noise
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Industry
BRI: Investors prioritising legacy planning over investment performance
Short-term investment returns are becoming less of a priority than protecting wealth
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Investment
China and Latam’s growing relationship is an opportunity for advice clients
Trade between the two is expected to expand and supply chains strengthened as the threat of tariffs and geopolitical tensions continues
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Analysis
Private markets education ‘paramount’ for retail investors
Commentators react as Hargreaves Lansdown and Schroders announce a partnership allowing HL clients to access two Schroders LTAFs
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Industry
People moves: Standard Life, RLAM, Aviva, Octopus
A round-up of the key people moves over the last week
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Investment
Investors flee equity funds despite stockmarket highs
‘Fund investors are wary, fearing a correction is round the corner,’ according to Calastone’s Fund Flow Index
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Industry
US wealth firm acquires Stonehage Fleming and Stanhope Capital
Creating a global wealth manager reaching the US, Europe, the Middle East and Africa
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Industry
Aegon: Retirement confidence improving, but disparities still persist
Just 23% of women feel confident about retirement prospect
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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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Investment
Chancellor sets Budget date amid bond market volatility
Analysts react to gilt yields hitting 27-year highs, and explore the dilemmas for Rachel Reeves
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Investment
China and India funds ‘mirror opposites’ in August
Ongoing tariff talks led to India funds falling in August, while China and gold strategies benefitted
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Investment
Knacke’s money maps: Ebb and flow
Ernst Knacke, head of research at Shard Capital, untangles the narratives behind the record foreign ownership of US equities
Analysis
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Analysis
Private markets education ‘paramount’ for retail investors
Commentators react as Hargreaves Lansdown and Schroders announce a partnership allowing HL clients to access two Schroders LTAFs
-
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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Investment
Dynamic Planner’s Chatterjee: Investing on shifting sands
The chief investment strategist looks at whether there is more to the current tactical bond shifts in the multi-asset solution space than macro noise
-
-
Investment
Fidelity: Why the gold bull run is far from over
Asset class is not losing its shine and is already up 28% year-to-date
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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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Investment
Square Mile: Responsible multi-asset fund picks
Appetite for responsibly managed strategies will remain
Industry
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Industry
BRI: Investors prioritising legacy planning over investment performance
Short-term investment returns are becoming less of a priority than protecting wealth
-
Analysis
Private markets education ‘paramount’ for retail investors
Commentators react as Hargreaves Lansdown and Schroders announce a partnership allowing HL clients to access two Schroders LTAFs
-
-
-
Industry
People moves: Standard Life, RLAM, Aviva, Octopus
A round-up of the key people moves over the last week
-
Industry
US wealth firm acquires Stonehage Fleming and Stanhope Capital
Creating a global wealth manager reaching the US, Europe, the Middle East and Africa
Best Practice
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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
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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