Latest Stories
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Industry
Aberdeen Adviser ends wrap servicing arrangement with FNZ
IFAs to benefit from ‘streamlined processes’
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Industry
Brooks Macdonald books £58m inflow amid ‘strong momentum’ in MPS
Total assets at £19.9bn as of 31 March
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Industry
Annual reviews under the microscope: Less burden, more value
Sparrows Capital’s David Ogden is encouraged by recent developments
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Investment
Nedgroup’s Burdett: The rules of investing haven’t changed, but everything else has altered
The multi-manager on the advice he is giving clients concerned by current geopolitical uncertainty
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Industry
Tatton AM assets climb to £24.2bn despite £523m net outflow
Cancellation of contract with Perspective reduced assets by £3.3bn
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Industry
Morningstar and Lang Cat: Half of advisers expect further growth in MPS usage
MPS have become highly popular tools, but further growth will depend on how well organisations can implement them
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Investment
Mattioli Woods strikes multi-asset fund deal with BlackRock
Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price
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Industry
Absolute Financial Group adds three more IFA firms
‘Another milestone’ in delivering on its strategy
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Investment
Tokenised funds: From hype to plumbing
The direction of travel is clear, and the pace looks to be accelerating, writes Sam Leary
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Investment
Chelsea’s McDermott: ‘I’d rather miss two days of a rally than not defend’
Fund of funds investment manager explains why he shifted his portfolios to favour defensive assets
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Industry
IA: Current risk warnings are counterproductive to investing
Reliance on phrases such as ‘capital at risk’ is unhelpful and discouraging to potential investors
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Investment
Calastone: Outflows reach highest levels since UK budget as geopolitical conflict boils
The only equity sector to experience inflows was the IA North America sector
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Industry
Pension lump sum withdrawals climb as IHT crunch looms
Total sum reaches a five-year high of £2.3bn
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Industry
Multi‑asset fund sales ‘resilient’ despite retail investment struggles
Report from ISS Market Intelligence
Analysis
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Investment
Head to head: Standing strong
There are positive signs the IA Europe ex UK sector is gaining momentum
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Industry
SJP’s Justin Onuekwusi: ‘Listen and be humble’
The CIO discusses the decision to disaggregate the company’s charging structure
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Analysis
Rathbones: Markets have become used to geopolitical noise
Will McIntosh-Whyte discusses why markets seem to be looking through recent volatility, and why that might not work for much longer
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Analysis
Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
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Investment
UK economy returns to growth despite November Budget jitters
GDP beats expectations in November, rising 0.3%
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Investment
Developed markets outlook: ‘Looking beyond the noise will be rewarding’
Discipline, diversification and a focus on fundamentals will be key for global equity investors in 2026
Multi-Asset
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Investment
Nedgroup’s Burdett: The rules of investing haven’t changed, but everything else has altered
The multi-manager on the advice he is giving clients concerned by current geopolitical uncertainty
-
Investment
Mattioli Woods strikes multi-asset fund deal with BlackRock
Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price
-
Investment
Tokenised funds: From hype to plumbing
The direction of travel is clear, and the pace looks to be accelerating, writes Sam Leary
-
Investment
Tatton: Playing the weighting game
Asset allocations needs to be constantly reassessed or they risk standing still, writes Tatton’s Dr Isaac Kean
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Investment
How war affects investors
Tyndall’s James Clunie looks at the impact of conflict on investor portfolios
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Investment
Inflation, there are no easy answers
Albemarle Street Partners’ Fahad Hassan looks at what today’s asset allocators can learn from 2022
Industry
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Industry
Aberdeen Adviser ends wrap servicing arrangement with FNZ
IFAs to benefit from ‘streamlined processes’
-
Industry
Brooks Macdonald books £58m inflow amid ‘strong momentum’ in MPS
Total assets at £19.9bn as of 31 March
-
Industry
Annual reviews under the microscope: Less burden, more value
Sparrows Capital’s David Ogden is encouraged by recent developments
-
Industry
Tatton AM assets climb to £24.2bn despite £523m net outflow
Cancellation of contract with Perspective reduced assets by £3.3bn
-
Industry
Morningstar and Lang Cat: Half of advisers expect further growth in MPS usage
MPS have become highly popular tools, but further growth will depend on how well organisations can implement them
-
Industry
Absolute Financial Group adds three more IFA firms
‘Another milestone’ in delivering on its strategy
Best Practice
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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
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Best Practice
Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture
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Industry
2026 predictions for people who (rightly) are sceptical about predictions
Greg B Davies provides seven behavioural predictions for 2026 that require no crystal ball