Latest Stories
-
Investment
LSEG Lipper: Net flows spike in April as investors pour into passive funds
Active mixed asset funds were the big winners in April
-
Industry
Beyond VCTs: How investors can rethink tax efficiency
Maven’s Ewan MacKinnon expects vehicle to remain important, despite reduction in income tax relief
-
Investment
interactive investor: 18–24-year-olds allocate less than 20% to equities
The recent ii index has found younger investors were much more cautious than their older counterparts
-
Investment
BoA Merrill Lynch: Record number of European fund managers rotate into US stocks
A net 4% of European fund managers are underweight the bloc
-
Industry
Are you wrong about structured products?
Walker Crips’ Joe Simpson argues the case for the often overlooked investment vehicle
-
-
-
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
-
Industry
Fundscape: Platform flows surge to £51.3bn despite war in Iran
The firm’s latest report revealed interest in adviser platforms remained robust in Q1
-
Industry
FCA’s Pritchard warns lights shining on private markets ‘brighter than ever’
Addressed an audience at the Investment Association’s Private Markets Summit
-
Industry
FundCalibre’s McDermott: Investing in a fractured world
Ferris Bueller was not wrong, life does move pretty fast
-
-
Investment
SJP turns to inflation-linked bonds to bolster multi-asset defences
Exposure to small‑cap equities also increased
Analysis
-
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
-
Investment
Head to head: Standing strong
There are positive signs the IA Europe ex UK sector is gaining momentum
-
Industry
SJP’s Justin Onuekwusi: ‘Listen and be humble’
The CIO discusses the decision to disaggregate the company’s charging structure
-
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
-
Analysis
Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
-
Investment
UK economy returns to growth despite November Budget jitters
GDP beats expectations in November, rising 0.3%
Multi-Asset
-
Investment
LSEG Lipper: Net flows spike in April as investors pour into passive funds
Active mixed asset funds were the big winners in April
-
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
-
Investment
SJP turns to inflation-linked bonds to bolster multi-asset defences
Exposure to small‑cap equities also increased
-
Investment
The asset allocator diary: Ryan Hughes
A week in the life of Ryan Hughes, managing director at AJ Bell Investments
-
Investment
Aberdeen appoints new global head of multi-asset
The firm has also poached Mark Meiklekon from Aviva for its private markets team
-
Investment
RBC Brewin Dolphin expands Voyager range with new passive funds
Six new passive funds will be offered to investors, ranging from 40% to 100% equity exposure
Industry
-
-
Industry
Beyond VCTs: How investors can rethink tax efficiency
Maven’s Ewan MacKinnon expects vehicle to remain important, despite reduction in income tax relief
-
Best Practice
Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
-
Investment
BoA Merrill Lynch: Record number of European fund managers rotate into US stocks
A net 4% of European fund managers are underweight the bloc
-
Industry
Are you wrong about structured products?
Walker Crips’ Joe Simpson argues the case for the often overlooked investment vehicle
-
Best Practice
-
Best Practice
Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
-
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
-
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
-
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
-
Best Practice
Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture
-
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