Latest Stories
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Industry
Quilter net inflows surge to £5.8bn as assets top £157bn
Revenue rose 12% to £379m, while pre-tax profit was up 12% to £112m
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Investment
The asset allocator diary: Will McIntosh-Whyte
A week in the life of Will McIntosh-Whyte, fund manager, Rathbone Greenbank multi-asset portfolios
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Industry
Aviva and Quilter continue domination of Defaqto adviser platform rankings
The two firms took 57% of all recommendations between them
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Investment
The quarter that once again vindicated diversification
Sparrows Capital CIO Raymond Backreedy looks at how investors were rewarded for their patience in Q2
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Industry
Seven new funds achieve five-crown status in FE fundinfo H2 rebalance
Meanwhile, North American funds lost ground and Chinese funds surged in terms of crown ratings
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Investment
SJP ups Japanese equities exposure and cuts back on Europe
New approach to European equities
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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
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
The asset allocator diary: Will McIntosh-Whyte
A week in the life of Will McIntosh-Whyte, fund manager, Rathbone Greenbank multi-asset portfolios
-
Investment
The quarter that once again vindicated diversification
Sparrows Capital CIO Raymond Backreedy looks at how investors were rewarded for their patience in Q2
-
Investment
SJP ups Japanese equities exposure and cuts back on Europe
New approach to European equities
-
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
Industry
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Industry
Quilter net inflows surge to £5.8bn as assets top £157bn
Revenue rose 12% to £379m, while pre-tax profit was up 12% to £112m
-
Industry
Aviva and Quilter continue domination of Defaqto adviser platform rankings
The two firms took 57% of all recommendations between them
-
Industry
Seven new funds achieve five-crown status in FE fundinfo H2 rebalance
Meanwhile, North American funds lost ground and Chinese funds surged in terms of crown ratings
-
Industry
Downing: Two thirds of advice clients seek IHT help too late
Despite average client age falling
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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