Latest Stories
-
Industry
Less than half of advisers convinced by government investing push
Survey of UK advisers conducted by Flagstone
-
Industry
Pacific AM launches Efficient Diversification fund
The new strategy will aim to provide access to value, momentum and carry in FX and liquid rate markets
-
Industry
Transact launches IHT planning tool ahead of rule change
‘Rapidly increasing’ adviser demand for help with intergenerational wealth transfers
-
Investment
Oxford Risk and Standard Life say smoothed funds are a ‘behavioural support tool’
‘Valuable buffer’ against the anxiety created by volatility
-
Investment
Downing Fox’s Evan-Cook: ‘We could see Woodford repeated on a market scale’
The manager explains why the current level of market concentration is creating the conditions for a bigger Neil Woodford crisis
-
Investment
Charles Stanley: One-third of IFAs switch to MPS for portfolio construction
32% of financial advisers now favour MPS solutions when constructing client portfolios, and 87% are more likely to recommend them
-
Industry
Finscape: UK investors pour £2.3bn into funds in April despite geopolitical volatility
Active funds led gross flows, but proved less popular than their passive counterparts when looking at net flows
-
Industry
FCA proposes simplifying climate reporting rules to save firms £20m a year
Changes aim to give investors clearer insight into how climate risks could affect investment performance
-
Industry
Discretionary MPS assets jump by a third to top £200bn
NextWealth report finds MPS market continues to grow at fast pace
-
Industry
Openwork: Nine in 10 advisers expect AI to impact client relationships
Inaugural ‘Openwork Pulse’ survey
-
Investment
Schroders: Half of advisers shift towards defensive assets due to recent volatility
Nearly a quarter of UK advisers boosted their allocations to active managers in the process, Schroder research found
-
-
Industry
Defaqto says adviser platform assets at record high
Data shared alongside launch of paper on state of advice platforms
-
Industry
EQ puts sustainable portfolios on Timeline platform
Gives Timeline’s network of planners direct access to the sustainable model portfolios
-
Industry
Evelyn Partners CEO Geddes to step down after NatWest acquisition
Current chief investment management officer Chris Kenny is set to take over the role
Analysis
-
Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
-
Investment
Sector in review: IA Short Term Money Market
Six asset allocators give their take on how to play money market funds
-
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
-
Investment
Head to head: Standing strong
There are positive signs the IA Europe ex UK sector is gaining momentum
-
Industry
SJP’s Justin Onuekwusi: ‘Listen and be humble’
The CIO discusses the decision to disaggregate the company’s charging structure
-
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
Multi-Asset
-
Investment
Charles Stanley: One-third of IFAs switch to MPS for portfolio construction
32% of financial advisers now favour MPS solutions when constructing client portfolios, and 87% are more likely to recommend them
-
Industry
Discretionary MPS assets jump by a third to top £200bn
NextWealth report finds MPS market continues to grow at fast pace
-
Investment
Schroders: Half of advisers shift towards defensive assets due to recent volatility
Nearly a quarter of UK advisers boosted their allocations to active managers in the process, Schroder research found
-
-
Analysis
Tyndall’s Clunie: Does politics actually affect asset returns?
Important to be aware of limitations
-
Investment
Sector in review: IA Short Term Money Market
Six asset allocators give their take on how to play money market funds
Industry
-
Industry
Less than half of advisers convinced by government investing push
Survey of UK advisers conducted by Flagstone
-
Industry
Pacific AM launches Efficient Diversification fund
The new strategy will aim to provide access to value, momentum and carry in FX and liquid rate markets
-
Industry
Transact launches IHT planning tool ahead of rule change
‘Rapidly increasing’ adviser demand for help with intergenerational wealth transfers
-
Investment
Oxford Risk and Standard Life say smoothed funds are a ‘behavioural support tool’
‘Valuable buffer’ against the anxiety created by volatility
-
Investment
Charles Stanley: One-third of IFAs switch to MPS for portfolio construction
32% of financial advisers now favour MPS solutions when constructing client portfolios, and 87% are more likely to recommend them
-
Industry
Finscape: UK investors pour £2.3bn into funds in April despite geopolitical volatility
Active funds led gross flows, but proved less popular than their passive counterparts when looking at net flows
Best Practice
-
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
-
Best Practice
Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
-
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
-
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
-
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
-
Best Practice
Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture