Latest Stories
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Industry
Cautious welcome for FCA consultation on simplified advice
Aiming to make advice available to more people
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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
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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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Industry
IHT on pensions ‘beyond doubt’ as bill heads for Royal Assent
It risks creating ‘significant complexity’ for advisers and families
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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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Industry
Coventry-based BRI adds £50m of assets via advice firm acquisition
Has acquired West Midlands Wealth Management
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Industry
FOS reforms that ‘strike the right balance’ revealed by Treasury
Questions remain on how measures will work in practice
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Industry
FE fundinfo names Quilter top adviser platform as Nucleus and Parmenion climb rankings
Based on a range of market data and direct adviser feedback
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Industry
Standard Life increases distribution via advisers as outflows trimmed
Improvement a sign of ‘green shoots’
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Industry
Mattioli Woods hires investment product and platform MD
Joins from Succession Advisory Services
Analysis
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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
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Investment
IA: Fund inflows return in November despite risk-off sentiment
Rare inflow into active UK equity funds, while investors piled into fixed income and money market funds
Multi-Asset
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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
-
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
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Investment
Calastone: Equity funds experience ninth month of consecutive outflows
UK and global funds bore the brunt of the outflows, the Fund Flow index found
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Investment
Morningstar: Multi-asset funds still struggle to beat benchmarks
Investors continued to pour money into cheaper options, the research found
Industry
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Industry
Cautious welcome for FCA consultation on simplified advice
Aiming to make advice available to more people
-
Industry
Rathbones: Bonds can help advisers manage IHT on pension pots
Role of income within portfolios attracting ‘renewed attention’
-
Industry
M&G hires director of adviser experience from Standard Life
Newly created role within M&G’s individual life and pensions business
-
-
Industry
SJP’s Justin Onuekwusi: ‘Listen and be humble’
The CIO discusses the decision to disaggregate the company’s charging structure
-
Industry
IHT on pensions ‘beyond doubt’ as bill heads for Royal Assent
It risks creating ‘significant complexity’ for advisers and families
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