Latest Stories
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Industry
Clifton Wealth Partnership acquires Essex-based firm
Brings in 500 new clients and £60m in assets
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Industry
‘Fee transparency gap’ creating disconnect with advice clients
21% of consumers say they do not know how they are being charged for the advice they receive
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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
Aberdeen Adviser launches service to help with ‘£7trn tsunami’
Succession planning and wealth transfer higher up the agenda
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Industry
Why structured investments deserve another look from advisers
As attitudes change, the products are coming in from the cold, writes Walker Crips’ Mark Jordan
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Industry
Post-Budget changes to VCTs enhance funding capacity for UK growth businesses
But it isn’t all good news for VCTs, writes Triple Point Ventures’ Seb Wallace
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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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Industry
Rathbones: Bonds can help advisers manage IHT on pension pots
Role of income within portfolios attracting ‘renewed attention’
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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
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Investment
Quilter: 69% of fund groups still see gold as a safe haven
Meanwhile, asset managers expressed concerns about UK political instability and US mega caps
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Industry
M&G hires director of adviser experience from Standard Life
Newly created role within M&G’s individual life and pensions business
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
Tatton: Playing the weighting game
Asset allocations needs to be constantly reassessed or they risk standing still, writes Tatton’s Dr Isaac Kean
-
Investment
How war affects investors
Tyndall’s James Clunie looks at the impact of conflict on investor portfolios
-
Investment
Inflation, there are no easy answers
Albemarle Street Partners’ Fahad Hassan looks at what today’s asset allocators can learn from 2022
-
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
-
Investment
Why this top-performing multi-asset manager is ‘permanently worried’
Hawksmoor’s Ben Conway discusses how he is trying to prepare for a ‘systematic fragility’ in markets
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Investment
A decade in multi asset: ‘The only certainty is uncertainty’
Nedgroup’s Madhushree Agarwal reflects on 10 eventful and volatile years as a multi-asset manager
Industry
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Industry
Clifton Wealth Partnership acquires Essex-based firm
Brings in 500 new clients and £60m in assets
-
Industry
‘Fee transparency gap’ creating disconnect with advice clients
21% of consumers say they do not know how they are being charged for the advice they receive
-
Industry
Aberdeen Adviser launches service to help with ‘£7trn tsunami’
Succession planning and wealth transfer higher up the agenda
-
Industry
Why structured investments deserve another look from advisers
As attitudes change, the products are coming in from the cold, writes Walker Crips’ Mark Jordan
-
Industry
Post-Budget changes to VCTs enhance funding capacity for UK growth businesses
But it isn’t all good news for VCTs, writes Triple Point Ventures’ Seb Wallace
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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