Latest Stories
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Industry
PIMFA raises concerns over FCA’s disclosures plan
‘Lack of clarity’ around how some rules apply
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Industry
Most advisers open to AI agents in their back office but not managing money
Familiarity with agentic AI is still ‘patchy’
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Investment
Majority of fund selectors ‘tilting heavily’ to active managers
Global uncertainty and higher rates are driving interest
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Industry
Canaccord Wealth acquires UK wealth manager EFG Harris Allday
Merger will expand Canaccord’s presence in the Midlands
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Industry
More than half of advice firms earning less than 2% on cash
Only 6% of firms earned over 4%
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Latest news
AJ Bell: The ‘great wrapper reset’ has begun
Decision process needs a shake-up, particularly when it comes to the intergenerational wealth transfer
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Investment
Geopolitics and government debt top wealth manager worry list
Corporate bond issuance linked to AI-driven capital expenditure also a concern
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Investment
It pays to pay attention… to a broader set of data
A drive to the airport reminds Albemarle’s Fahad Hassan of the importance of checking for blind spots
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Industry
FCA: Consolidation in wealth management industry surges in 2026
Nine in 10 wealth management clients are represented by the 10 largest firms in the sector
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Investment
M&G: 83% of investors are confident making investment decisions in volatile markets
According to the new report, investors remain generally confident in their personal finances, despite geopolitical and market volatility
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Industry
Standard Life appoints first group chief digital and tech officer
Asked to bring together firm’s technology, digital, data, security and AI capabilities
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Industry
Adviser platforms see fastest asset value growth since 2020
Despite net sales being down 8.95% to £7.36bn
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Industry
SJP adds four appointed representatives to partnership
Based in London, Dorset, Suffolk and Gloucestershire
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Industry
Royal London, Aviva and Quilter top Defaqto pension rankings
Prudential and Scottish Widows complete top five
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Industry
AJ Bell Investments adds senior portfolio manager
Helping oversee more than £11bn in assets
Analysis
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Investment
Global active ETF assets increase by more than a third in 2026
Year-to-date net inflows reach $500.9bn to the end of June
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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
Multi-Asset
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Investment
It pays to pay attention… to a broader set of data
A drive to the airport reminds Albemarle’s Fahad Hassan of the importance of checking for blind spots
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Investment
Forvis Mazars cuts back UK equities and US mega-caps in MPS reshuffle
Third quarter rebalancing
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Investment
The asset allocator diary: Will McIntosh-Whyte
A week in the life of Will McIntosh-Whyte, fund manager, Rathbone Greenbank multi-asset portfolios
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Investment
The quarter that once again vindicated diversification
Sparrows Capital CIO Raymond Backreedy looks at how investors were rewarded for their patience in Q2
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Investment
SJP ups Japanese equities exposure and cuts back on Europe
New approach to European equities
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Investment
SJP’s Justin Onuekwusi: Why diversification needs to go beyond asset classes
The CIO looks at the challenges posed by the current momentum rally
Industry
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Industry
PIMFA raises concerns over FCA’s disclosures plan
‘Lack of clarity’ around how some rules apply
-
Industry
Most advisers open to AI agents in their back office but not managing money
Familiarity with agentic AI is still ‘patchy’
-
Industry
Canaccord Wealth acquires UK wealth manager EFG Harris Allday
Merger will expand Canaccord’s presence in the Midlands
-
Industry
More than half of advice firms earning less than 2% on cash
Only 6% of firms earned over 4%
-
Latest news
AJ Bell: The ‘great wrapper reset’ has begun
Decision process needs a shake-up, particularly when it comes to the intergenerational wealth transfer
-
Industry
FCA: Consolidation in wealth management industry surges in 2026
Nine in 10 wealth management clients are represented by the 10 largest firms in the sector
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