Latest Stories
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Industry
Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
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Investment
Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
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Investment
Meet the asset allocators: Chris Metcalfe
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
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Industry
PEOPLE MOVES: Schroders, Morningstar, the CISI, Liontrust, Wesleyan
Peter Harrison to retire next year
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Industry
Momentum Global IM launches passive MPS on three platforms
MPS rolled out on Abrdn, Aviva Investors and Quilter
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Investment
The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
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Industry
Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October
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Industry
Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
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Industry
Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
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Investment
Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
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Industry
FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
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Industry
Woodford investors to press ahead with claim against Hargreaves Lansdown
RGL Management are preparing a second claim against the platform
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Investment
Head to head: It is time to reassess UK plc?
Alex Wright of Fidelity Special Situations and Sarasin & Partners’ Harveer Mata go head to head on the case for UK equities
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Industry
IHT receipts climb by £400m to record breaking £7.5bn
A continuation of the upward trend evident for two decades
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Investment
Investors ditch gold despite soaring prices
Gold is hitting one high after another, but investors are dropping the precious metal
Analysis
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Investment
Is it too late to take a renewed interest in gold?
Are the factors pushing up the price of gold here to stay over the medium term?
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Investment
Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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Regions
‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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Investment
Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
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Investment
Are we close to a crowded trade ‘tipping point’?
Investors have shown no signs of breaking their broader entanglement with the Magnificent Seven
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Investment
What do the conflicting signals of the bond market mean for investors?
Valuations across some parts of the credit market could look stretched
Multi-Asset
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Investment
Meet the asset allocators: Chris Metcalfe
Chris Metcalfe, CIO at Iboss, breaks down his views on China and why he believes 60/40 investing still has a place
-
Industry
Momentum Global IM launches passive MPS on three platforms
MPS rolled out on Abrdn, Aviva Investors and Quilter
-
Investment
The diversification dilemma: Is 60/40 dead?
SJP’s CIO Justin Onuekwusi questions if the traditional balanced approach to investing is nuanced enough to build robust portfolios
-
Investment
Premier Miton’s Rayner: Underestimate the persistency of trends at your peril
A ‘range of dynamics’ including geopolitical conflict are in play
-
Investment
The asset allocator diary: James Sullivan
A week in the life of James Sullivan, head of Tyndall Partnerships, week commencing 15 April
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Investment
Bonds are back
Bond yields are looking significantly more attractive than they were in 2020, writes Morningstar Wealth’s Mark Preskett
Industry
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Industry
Morningstar: Sustainable funds pull in $900m for first quarter of 2024
US sustainable flows deplete by $8.8bn
-
Industry
Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October
-
Industry
Industry welcomes FCA’s anti-greenwashing guidance but will need to ‘rush’ to meet 31 May deadline
Some firms were hoping for a longer transition period, commentators say
-
Industry
Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly
-
Industry
FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback
-
Industry
Woodford investors to press ahead with claim against Hargreaves Lansdown
RGL Management are preparing a second claim against the platform
Best Practice
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Best Practice
Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
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Best Practice
We need more advocates for financial advice
Morningstar Wealth’s Mark Sanderson argues the industry needs to do more to champion the impact of good advice
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Industry
FCA ‘urges’ advice firms to review retirement income processes
Thematic review finds areas for improvement in how firms provide advice
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Industry
Adrian Boulding: Are gilts a good-value fit for clients’ retirement income needs?
Unbroken 330-year track record of the British government never missing due interest or principal payments
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Industry
Advisers need better products for decumulation
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell
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Best Practice
How to meet financial regulation in the letter and the spirit of the law
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies