Latest Stories
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Industry
Mattioli Woods hires investment product and platform MD
Joins from Succession Advisory Services
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Industry
IHT on pensions changes on the cards as MPs debate the bill
Precise nature of the rules yet to be finalised
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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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Industry
Parkin joins T. Rowe Price as head of retirement
Richard Parkin will lead the firm’s wider retirement strategy
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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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Industry
Hargreaves Lansdown: Three complementary funds to buy before tax year-end
Mix of global diversification, downside protection, and UK growth exposure
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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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Industry
Chris Jones: Confessions of an unregulated mind
Dynamic Planner’s financial services director writes his first regular column on regulation and compliance
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Industry
How investment trusts solve the problems open-ended funds can’t
Stuart Widdowson looks at the advantages offered by the investment trust structure
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Industry
Quilter Cheviot to reduce adviser headcount as it focuses on HNWs
Total assets up 18% in 2025 to £141.2bn
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Industry
Aviva Investors launches hybrid accumulation MPS
Collaboration with Surrey-based financial advice firm
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Industry
Evelyn Partners slashes MPS fees
The team has also pulled profits from the UK in favour of European and Japanese equities
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Investment
Spring Statement: Reeves reveals weak growth forecast and sticks to ‘boring’ script despite war
Industry reacts to the chancellor’s speech
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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
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
-
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
-
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
-
Investment
Morningstar: Multi-asset funds still struggle to beat benchmarks
Investors continued to pour money into cheaper options, the research found
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Investment
Julius Baer launches MPS
Hired Gareth Johnson to build MPS team for active and passive ranges
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Investment
Vanguard teams up with Wellington to launch MPS
Five model portfolios investing across active and index funds including third-party mandates
Industry
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Industry
Mattioli Woods hires investment product and platform MD
Joins from Succession Advisory Services
-
Industry
IHT on pensions changes on the cards as MPs debate the bill
Precise nature of the rules yet to be finalised
-
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
-
-
Industry
Parkin joins T. Rowe Price as head of retirement
Richard Parkin will lead the firm’s wider retirement strategy
-
Industry
Hargreaves Lansdown: Three complementary funds to buy before tax year-end
Mix of global diversification, downside protection, and UK growth exposure
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