Latest Stories
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Industry
FCA fines Coinbase UK subsidiary £3.5m for onboarding high-risk clients
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
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Industry
PEOPLE MOVES: Brooks Macdonald, 7IM, Binary Capital, Allianz GI, SVM, Capital Group
Brooks Macdonald adds head of adviser solutions
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Investment
Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
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Investment
Regulation now makes crypto a viable asset class
Matteo Dante Perruccio, senior adviser at 3iQ, on crypto’s entry into the asset management industry
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Industry
7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
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Industry
Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
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Investment
Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
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Industry
VCTs: Resilience and future prospects
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
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Investment
Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
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Industry
Brooks Macdonald hires former Rathbones man as head of adviser solutions
He will lead the firm’s outsourced investment management offering for IFAs
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Investment
How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
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Industry
Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
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Investment
Industry reacts to Kamala Harris candidacy and market moves as Biden bows out
Biden withdraws from presidential race, endorsing Vice President Kamala Harris in his wake
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Investment
What will the Labour government mean for UK bond performance?
Morningstar’s Evangelia Gkeka looks at the path for the UK bond market in the coming years
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Investment
UK dividends reach all-time high in Q2
Dividends were up 11.2% to a record-breaking £36.7bn, with UK banks more than making up for miners’ shortfalls
Analysis
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Investment
How will UK markets be influenced by Rachel Reeves and the Labour Party?
Industry predicts effect of Labour majority on UK equities and gilts
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Investment
What could Conservative and Labour manifestos spell for the UK’s economy?
Major parties clearly understand the UK’s economic problems, even if the solutions take time
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Investment
Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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Investment
Japan: What’s next?
Could the economy’s unexpected shrink in Q1 derail the enthusiasm for Japanese equities?
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Insights
Sector in review: IA Commodities and Natural Resources
Adam Lewis looks at the pros and cons of investing in the IA Commodities and Natural Resources sector
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Investment
How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny
Multi-Asset
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Investment
Square Mile reveals income targeting strategies are back on top
Income-related fund research had been in decline
-
Investment
Wisdomtree’s Pierre Debru: Are magnificent seven gains finally about to rotate?
A few catalysts may be aligning
-
Investment
Rathbones’ David Coombs weighs in on a second Trump presidency
Coombs outlined the challenges and the assets that could do well
-
Investment
How to adjust to the new normal for interest rates
SJP’s CIO Justin Onuekwusi looks at the challenges investors are facing
-
Investment
Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Investment
Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
Industry
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Industry
FCA fines Coinbase UK subsidiary £3.5m for onboarding high-risk clients
CB Payments Limited onboarded more than 13,000 high-risk clients who executed $226m worth of transactions
-
Industry
PEOPLE MOVES: Brooks Macdonald, 7IM, Binary Capital, Allianz GI, SVM, Capital Group
Brooks Macdonald adds head of adviser solutions
-
Industry
7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
-
Industry
Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
-
Industry
VCTs: Resilience and future prospects
VCTA’s Chris Lewis looks at the appeal of VCT’s even in turbulent times
-
Industry
Clients ‘very concerned’ about their adviser retiring soon
Many advisers are expected to retire over the coming five years
Best Practice
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Best Practice
BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
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Best Practice
Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement
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Best Practice
CCLA’s Browne on mental health: Awareness is increasing but the gap is widening
The stewardship lead speaks to our sister title Portfolio Adviser following the firm’s third iteration of its UK mental health benchmark
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Best Practice
Why we simply can’t lose the value of human relationships in ongoing advice
The industry and government need to collaborate to design a human-centric advice model, argues Simplify’s Carl Woodward
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Best Practice
Money talks: Keeping it in the family
Morningstar Wealth’s Ben Lester encourages greater communication when it comes to intergenerational financial planning
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Industry
Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July