Latest Stories
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Investment
Concentration feels dangerous, but history says otherwise
Market leaders may come and go, but indices will keep compounding, writes Alex Funk
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Industry
Canaccord Wealth introduces crypto exposure for HNW clients
Bitcoin and Ethereum exchange-traded notes
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Investment
Aberdeen appoints new global head of multi-asset
The firm has also poached Mark Meiklekon from Aviva for its private markets team
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Industry
St. James’s Place delivers £1.5bn in net inflows as geopolitical tension bites
The firm’s funds under management closed the period at £216.9bn, up from £188bn in Q1 2025
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Industry
Industry reacts as investment trusts are added to Pension Schemes Bill
Some experts warn there are still important steps to be taken to encourage retail investment
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Industry
Dynamic Planner launches ‘Financial Happiness Index’
Consumer duty aligned adviser benchmark will be updated monthly
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Investment
RBC Brewin Dolphin expands Voyager range with new passive funds
Six new passive funds will be offered to investors, ranging from 40% to 100% equity exposure
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Industry
AJ Bell net inflows hit £2.7bn as it adds 50,000 customers
Record growth takes total customers to 723,000
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Investment
HSBC, Orbis and Vanguard top Defaqto multi-asset fund rankings
Timeline, Quilter and Tatton dominate in MPS
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Investment
How to respond, thoughtfully, to market change
Albemarle Street Partners’ Fahad Hassan looks at how to deal with incoming macro and market data
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Analysis
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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
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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
Multi-Asset
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Investment
Aberdeen appoints new global head of multi-asset
The firm has also poached Mark Meiklekon from Aviva for its private markets team
-
Investment
RBC Brewin Dolphin expands Voyager range with new passive funds
Six new passive funds will be offered to investors, ranging from 40% to 100% equity exposure
-
Investment
HSBC, Orbis and Vanguard top Defaqto multi-asset fund rankings
Timeline, Quilter and Tatton dominate in MPS
-
Investment
How to respond, thoughtfully, to market change
Albemarle Street Partners’ Fahad Hassan looks at how to deal with incoming macro and market data
-
-
Investment
Nedgroup’s Burdett: The rules of investing haven’t changed, but everything else has altered
The multi-manager on the advice he is giving clients concerned by current geopolitical uncertainty
Industry
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Industry
Canaccord Wealth introduces crypto exposure for HNW clients
Bitcoin and Ethereum exchange-traded notes
-
Investment
Aberdeen appoints new global head of multi-asset
The firm has also poached Mark Meiklekon from Aviva for its private markets team
-
Industry
St. James’s Place delivers £1.5bn in net inflows as geopolitical tension bites
The firm’s funds under management closed the period at £216.9bn, up from £188bn in Q1 2025
-
Industry
Industry reacts as investment trusts are added to Pension Schemes Bill
Some experts warn there are still important steps to be taken to encourage retail investment
-
Industry
Dynamic Planner launches ‘Financial Happiness Index’
Consumer duty aligned adviser benchmark will be updated monthly
-
Investment
RBC Brewin Dolphin expands Voyager range with new passive funds
Six new passive funds will be offered to investors, ranging from 40% to 100% equity 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