Latest Stories
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Industry
IHT receipts continue upward march as £7.1bn reached in January
Total up £100m on previous tax year
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Investment
SJP’s Justin Onuekwusi: How to prepare for a correction
CIO argues market corrections are not only frequent, but also inevitable for long-term investors
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Industry
Oxford Risk expands team with innovation hire
Francesco Cocozza will work on delivering AI-powered personalisation at scale
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Industry
AJ Bell adds ‘multi-pot’ Bed and ISA service for advisers
Platform has also scrapped dealing charges
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Investment
Inflation fall to 3% a ‘tactical reprieve rather than definitive victory’
The sharp fall opens the door to a rate cut by the Bank of England next month
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Industry
8AM Global launches capital-protected model portfolio
Five-year product linked to 8AM’s AG Global 60 portfolio
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Investment
‘Labour market is in a spiral’: UK unemployment hits five-year high
However wage growth is at its lowest level in half a decade
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Investment
The asset allocator diary: Raymond Backreedy
A week in the life of Raymond Backreedy, CIO, Sparrows Capital
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Industry
Dynamic Planner rolls out raft of AI services for advisers
Firm set out plans to help ‘close the advice gap’
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Industry
DIY platform assets jump to £572bn as big five dominate
Two million investors opened new accounts in 2025
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Industry
NatWest buys Evelyn Partners for £2.7bn: ‘Sweetens market’ with £750m share buybacks
Creates an investments and savings business that will oversee £127bn in AUMA and £188bn in total customer assets
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Industry
Nearly 4,000 IHT underpayment probes pull in extra £246m for HMRC
Number of investigations rising fast
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Industry
PEOPLE MOVES: Liontrust, Sparrows Capital, AJ Bell
A round up of the key people moves over the last week
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Investment
IA funds record £2.3bn net outflow for 2025
Despite ending the year on a positive note with a £2bn inflow in December
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Industry
Financial advice: The only decumulation product solution for clients
IDAD’s Clive Moore on why advice is the only game in town when planning for retirement
Analysis
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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
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Investment
Calastone: 2025 marks worst year in over a decade for equity fund flows
£6.7bn withdrawn from equity funds across 2025, according to Calastone’s Fund Flow Index
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Analysis
Fund selector outlook: Six themes for 2026
DFMs, multi-asset managers and fund selectors reveal what they are concentrating on for the year ahead
Multi-Asset
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Investment
SJP’s Justin Onuekwusi: How to prepare for a correction
CIO argues market corrections are not only frequent, but also inevitable for long-term investors
-
Investment
The asset allocator diary: Raymond Backreedy
A week in the life of Raymond Backreedy, CIO, Sparrows Capital
-
Investment
Real assets in 2026: Positioning portfolios for a more fragmented world
Fulcrum’s Shiwen Gao on how to invest in a fragmented global economy.
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Investment
The asset allocator diary: Chris Metcalfe
A week in the life of Chris Metcalfe, CIO, IBOSS Asset Management
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Investment
SJP ups UK equities positions and makes EMD move
Wealth manager seeking to adapt to a ‘late-cycle market environment’
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Investment
AJ Bell tweaks US equities allocations to target AI roll-out in ‘real economy’
Firm has also upped diversification on fixed income side
Industry
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Industry
IHT receipts continue upward march as £7.1bn reached in January
Total up £100m on previous tax year
-
Industry
Oxford Risk expands team with innovation hire
Francesco Cocozza will work on delivering AI-powered personalisation at scale
-
Industry
AJ Bell adds ‘multi-pot’ Bed and ISA service for advisers
Platform has also scrapped dealing charges
-
Industry
8AM Global launches capital-protected model portfolio
Five-year product linked to 8AM’s AG Global 60 portfolio
-
Industry
Dynamic Planner rolls out raft of AI services for advisers
Firm set out plans to help ‘close the advice gap’
-
Industry
DIY platform assets jump to £572bn as big five dominate
Two million investors opened new accounts in 2025
Best Practice
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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
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Best Practice
Financial services show progress in addressing modern slavery
Investec, M&G, St. James’s Place, London Stock Exchange Group, Lloyds and Legal & General have all improved