Latest Stories
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Industry
AJ Bell net inflows jump to £3bn as assets hit £121.5bn
Total advised customers up 6% to 191,000
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Investment
AJ Bell Manager vs Machine: ‘An embarrassment for the active fund industry’
Dan Coatsworth explains why active funds have experienced another tough six months
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Industry
Vanguard slashes fees on global ETF
The OCF on the Vanguard FTSE All World UCITS ETF drops to 0.14%
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Investment
‘A safe pair of hands’ as Healey is appointed chancellor
Miliband, Mahmood and Streeting take foreign secretary, home secretary and defence positions
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Investment
Guiding without moving: The Fed’s Maradona strategy
T. Bailey’s Ben Ridley looks at how the Fed’s approach to interest rates mirrors Maradona’s famous (not that one) goal against England
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Investment
Burnham axes Reeves as he vows to tackle cost of living
Reeves will not take on another Cabinet role
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Industry
MoneySuperMarket enters the platform market
The new platform will offer investors a choice of 40 funds and ETFs at low costs
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Industry
Oxford Risk: Client vulnerability flags in danger of being ‘useless’
‘A vulnerability flag is not a treatment plan
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Industry
MPS growth driven by clients’ desire to manage market volatility
Advisers asked to select up to three client needs most effectively met by an MPS
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Industry
Britain keeps diagnosing a saving crisis it is busy deepening
Alltrust’s James Floyd adviser survival guide for dealing with the pensions crisis
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Industry
Tatton, Timeline, and Quilter continue to dominate Defaqto MPS rankings
Orbis, HSBC and Artemis on top in multi-asset funds
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Industry
AJ Bell switches infrastructure funds in favourites list
First Sentier Global Listed Infrastructure dropped
Analysis
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Investment
Head to head: A maturing market
T. Rowe Price’s Yoram Lustig and Orbis’ Stefan Magnusson offer distinct views on why EMs are looking to be a safer option
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Industry
Tax on cash in ISAs ‘risks backfiring’ on government
Interest on cash in stocks and shares ISAs to be taxed at 22% from April
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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
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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
Multi-Asset
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Industry
MPS growth driven by clients’ desire to manage market volatility
Advisers asked to select up to three client needs most effectively met by an MPS
-
Industry
Tatton, Timeline, and Quilter continue to dominate Defaqto MPS rankings
Orbis, HSBC and Artemis on top in multi-asset funds
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Investment
Morningstar Wealth’s Sanderson: ‘Advisers are maligned and misunderstood’
Model Portfolio Services allow advisers to outsource portfolio construction so they can focus on client behaviour
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Industry
St. James’s Place hires former L&G manager Teschmacher
Former head of asset allocation reunites with CIO Justin Onuekwusi
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Investment
Why long-term investors should always ignore the market noise
Only act when underlying drivers genuinely change, writes Nedgroup’s Tom Caddick
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Investment
What Trump’s ‘Let the oil flow’ deal means for multi-asset investors
The MoU is fragile, with key tensions unresolved and a 60‑day window set to test whether it delivers lasting stability
Industry
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Industry
AJ Bell net inflows jump to £3bn as assets hit £121.5bn
Total advised customers up 6% to 191,000
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Industry
Benchmark appoints former Schroders Personal Wealth director to Oculus
Renfrew will lead the next phase of growth at the firm, according to the announcement
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Industry
Vanguard slashes fees on global ETF
The OCF on the Vanguard FTSE All World UCITS ETF drops to 0.14%
-
Industry
MoneySuperMarket enters the platform market
The new platform will offer investors a choice of 40 funds and ETFs at low costs
Best Practice
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Best Practice
The suitable level of safety: A behavioural look at cash deployment
While cash feels safe, familiar, and flexible, Greg B Davies says once a sensible buffer is in place, excess cash can become expensive
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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