Latest Stories
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Industry
PIMFA calls for relief from regulatory burden on wealth managers and advisers
Eight in 10 firms (79%) have seen an increase in compliance expenditure over the past 12 months
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Industry
Unbiased Pro launches AI client acquisition tool for advisers
The firm said the tool learns an adviser’s preferences
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Industry
AJ Bell teams-up with Mabel Insights on adviser tools
Including model portfolio comparisons and performance analysis
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Industry
Waterhouse exits Schroders Personal Wealth for Ascot Lloyd
Starting as chief client officer in January
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Investment
Quilter MPS team emphasise caution as firm adds Aegon government bond fund
In its latest quarterly rebalance, the wealth manager topped up allocations to fixed income and alternatives
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Industry
Majority of advisers already seeing rise in IHT on pensions client queries
In last October’s Budget, Rachel Reeves said unspent pension pots will be subject to IHT from April 2027
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Industry
Vanguard appoints Hepburn as UK head of adviser solutions
Gillian Hepburn will be responsible for developing the firm’s MPS
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Industry
People Moves: Quilter Cheviot, Hargreaves Lansdown, iM Global Partner
A round-up of the key people moves over the last week
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Industry
Standard Life to launch private markets default pension strategy
Allocation to private assets expected to increase over time
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Industry
Schroders enters European active ETF market
Launching a global equity and a corporate bond ETF
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Investment
Reeves’ fiscal bind and the investor response
With the Autumn Budget just months away, Aubrey’s Anna Macdonald looks at the implications of any changes on UK assets
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Investment
Fed cuts rates but inflation concerns remain
Fears around stagflation or higher ingrained inflation
Analysis
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Analysis
Private markets education ‘paramount’ for retail investors
Commentators react as HL and Schroders announce a partnership allowing HL clients to access two Schroders LTAFs
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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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Industry
Vanguard appoints Hepburn as UK head of adviser solutions
Gillian Hepburn will be responsible for developing the firm’s MPS
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Investment
How trend-following funds can improve the risk-return of portfolios
The concept of ‘trend-following’ dates back to the 1800s, writes Fairlight Capital Partners’ Mik Bates
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Investment
Dynamic Planner’s Chatterjee: Investing on shifting sands
Is there more to the current tactical bond shifts in the multi-asset solution space than macro noise?
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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
Industry
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Industry
PIMFA calls for relief from regulatory burden on wealth managers and advisers
Eight in 10 firms (79%) have seen an increase in compliance expenditure over the past 12 months
-
-
-
Industry
Unbiased Pro launches AI client acquisition tool for advisers
The firm said the tool learns an adviser’s preferences
-
Industry
AJ Bell teams-up with Mabel Insights on adviser tools
Including model portfolio comparisons and performance analysis
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