Latest Stories
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Investment
SJP’s Justin Onuekwusi: Why diversification needs to go beyond asset classes
The CIO looks at the challenges posed by the current momentum rally
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Industry
Downing: Two thirds of advice clients seek IHT help too late
Despite average client age falling
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Industry
SJP net inflows drop to £2.7bn despite rise in advisers
Firm reaches 4,951 advisers and 1,064,000 clients
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Industry
Wealth Club: Private markets set to surge in popularity
Survey forecasts ‘dramatic’ rise in use by UK wealth managers and IFAs
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Investment
UK market’s unfashionable status could be its greatest strength
James Clunie argues cheap valuations, takeover activity, shrinking share supply and a more defensive profile make a compelling case for UK equities
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Industry
Chris Jones: Confessions of an unregulated mind
From ‘Duel’ to ‘Rise of the Robots’, one question endures: when it comes to tech, who’s really in control?
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Investment
Global active ETF assets increase by more than a third in 2026
Year-to-date net inflows reach $500.9bn to the end of June
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Industry
Vanguard rolls out targeted support as £218bn sits in spare cash
‘Clear investment suggestions’ aligned to goals
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Industry
AJ Bell net inflows jump to £3bn as assets hit £121.5bn
Total advised customers up 6% to 191,000
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Investment
AJ Bell Manager vs Machine: ‘An embarrassment for the active fund industry’
Dan Coatsworth explains why active funds have experienced another tough six months
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Industry
Vanguard slashes fees on global ETF
The OCF on the Vanguard FTSE All World UCITS ETF drops to 0.14%
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Investment
‘A safe pair of hands’ as Healey is appointed chancellor
Miliband, Mahmood and Streeting take foreign secretary, home secretary and defence positions
Analysis
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Investment
Global active ETF assets increase by more than a third in 2026
Year-to-date net inflows reach $500.9bn to the end of June
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Investment
Head to head: A maturing market
T. Rowe Price’s Yoram Lustig and Orbis’ Stefan Magnusson offer distinct views on why EMs are looking to be a safer option
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Industry
Tax on cash in ISAs ‘risks backfiring’ on government
Interest on cash in stocks and shares ISAs to be taxed at 22% from April
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Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
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Investment
Sector in review: IA Short Term Money Market
Six asset allocators give their take on how to play money market funds
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Investment
Investors widen the multi-asset net as 60/40 flaws resurface
This traditional method of investing is not dead, but is going through a difficult period
Multi-Asset
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Investment
SJP’s Justin Onuekwusi: Why diversification needs to go beyond asset classes
The CIO looks at the challenges posed by the current momentum rally
-
-
Industry
MPS growth driven by clients’ desire to manage market volatility
Advisers asked to select up to three client needs most effectively met by an MPS
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Industry
Tatton, Timeline, and Quilter continue to dominate Defaqto MPS rankings
Orbis, HSBC and Artemis on top in multi-asset funds
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Investment
Morningstar Wealth’s Sanderson: ‘Advisers are maligned and misunderstood’
Model Portfolio Services allow advisers to outsource portfolio construction so they can focus on client behaviour
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Industry
St. James’s Place hires former L&G manager Teschmacher
Former head of asset allocation reunites with CIO Justin Onuekwusi
Industry
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Industry
Downing: Two thirds of advice clients seek IHT help too late
Despite average client age falling
-
-
Industry
SJP net inflows drop to £2.7bn despite rise in advisers
Firm reaches 4,951 advisers and 1,064,000 clients
-
Industry
Wealth Club: Private markets set to surge in popularity
Survey forecasts ‘dramatic’ rise in use by UK wealth managers and IFAs
-
Industry
Chris Jones: Confessions of an unregulated mind
From ‘Duel’ to ‘Rise of the Robots’, one question endures: when it comes to tech, who’s really in control?
-
Industry
Vanguard rolls out targeted support as £218bn sits in spare cash
‘Clear investment suggestions’ aligned to goals
Best Practice
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Best Practice
The suitable level of safety: A behavioural look at cash deployment
While cash feels safe, familiar, and flexible, Greg B Davies says once a sensible buffer is in place, excess cash can become expensive
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Industry
Helping clients make life changing plans that don’t change their life
Triple Point’s Nick Bird on how to keep the momentum going when discussing estate planning
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Best Practice
Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
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Best Practice
Compliant on paper, but exposed in practice
Greg B Davies looks at how process-driven suitability frameworks can undermine client outcomes and what future-proof design requires
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Industry
How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally
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Best Practice
Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth
Understood properly, risk capacity can unlock the ability to build wealth, writes Greg B Davies