Latest Stories
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Industry
Openwork: Nine in 10 advisers expect AI to impact client relationships
Inaugural ‘Openwork Pulse’ survey
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Investment
Schroders: Half of advisers shift towards defensive assets due to recent volatility
Nearly a quarter of UK advisers boosted their allocations to active managers in the process, Schroder research found
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Industry
Defaqto says adviser platform assets at record high
Data shared alongside launch of paper on state of advice platforms
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Industry
EQ puts sustainable portfolios on Timeline platform
Gives Timeline’s network of planners direct access to the sustainable model portfolios
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Industry
Evelyn Partners CEO Geddes to step down after NatWest acquisition
Current chief investment management officer Chris Kenny is set to take over the role
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Investment
GMO’s Inker calls private equity allocations into question
Case for private equity was all about finding extraordinary managers
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Industry
Chris Jones: Confessions of an unregulated mind
The industry is notably optimistic about the regulatory backdrop, according to Dynamic Planner’s Advice 2026 survey
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Industry
How investment trusts can be a vehicle for advice clients during volatile times
ITs are built to focus on long-term trends rather than react to short-term events, writes Barings’ Adnan El-Araby
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Industry
Ebi Portfolios hires manager from Weatherbys Private Bank
Ed van der Walt will assist in portfolio construction, fund selection and performance analysis
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Industry
Compliance cliff ahead: Facing the reality of Pensions Dashboard deadlines
The objective is right. But the design and uniform deadline isn’t, writes Rob Shipman
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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
Analysis
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Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
-
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
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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
Multi-Asset
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Investment
Schroders: Half of advisers shift towards defensive assets due to recent volatility
Nearly a quarter of UK advisers boosted their allocations to active managers in the process, Schroder research found
-
-
Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
-
Investment
Sector in review: IA Short Term Money Market
Six asset allocators give their take on how to play money market funds
-
Investment
April showers: When it rains it often pours
Diversification is key in these less stable, inflation-growth times, writes Albemarle’s Fahad Hassan
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Investment
Vanguard hires BlackRock’s Marchioni as multi-asset head
Ursula Marchioni will join the European leadership team and report to Jon Cleborne
Industry
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Industry
Openwork: Nine in 10 advisers expect AI to impact client relationships
Inaugural ‘Openwork Pulse’ survey
-
Investment
Schroders: Half of advisers shift towards defensive assets due to recent volatility
Nearly a quarter of UK advisers boosted their allocations to active managers in the process, Schroder research found
-
-
Industry
Defaqto says adviser platform assets at record high
Data shared alongside launch of paper on state of advice platforms
-
Industry
EQ puts sustainable portfolios on Timeline platform
Gives Timeline’s network of planners direct access to the sustainable model portfolios
-
Industry
Evelyn Partners CEO Geddes to step down after NatWest acquisition
Current chief investment management officer Chris Kenny is set to take over the role
Best Practice
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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
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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