Latest Stories
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Industry
PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
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Investment
UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
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Investment
The PA Adviser Profile: Past, present and future with Rob Burdett
Rob Burdett discusses his early career, his move to Nedgroup Investments, and his plans going forwards
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Investment
‘Worst case scenario’ Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
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Investment
Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
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Industry
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
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Industry
Euan Munro exits CEO role at Newton IM
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
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Investment
One in three wealth managers have cut US exposure
The ARC Market Sentiment Survey polled 78 investment management CIOs
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Investment
Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
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Industry
James Rainbow joins St James’s Place Wealth Management as CEO
Rainbow previously headed up UK distribution at Schroders
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Industry
Quilter hires tax and trust specialist to work with advisers
Joins the firm from M&G Wealth
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Industry
Professional investors targeting risk-on assets to meet retirement needs
Only 60% of investors surveyed said they are prepared financially for longer life cycles
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Best Practice
Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
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Industry
Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
Analysis
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Investment
UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
-
Industry
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
-
PAA Analysis
Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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PAA Analysis
Analysis: Gloomy OBR forecasts expected to dampen chancellor’s Spring Statement
Economists believe key economic variables will continue to work against Rachel Reeves’ fiscal rules well into the Autumn
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Investment
Why investors should stay the course with sustainable energy
Key structural tailwinds suggest that patient investors could be rewarded in the years ahead, writes Jake Moeller
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PAA Analysis
Analysis: Faith in equity income stocks starts to pay dividend
Signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
Multi-Asset
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Investment
The PA Adviser Profile: Past, present and future with Rob Burdett
Rob Burdett discusses his early career, his move to Nedgroup Investments, and his plans going forwards
-
Investment
‘Worst case scenario’ Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
-
Investment
Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
-
Industry
Euan Munro exits CEO role at Newton IM
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
-
Industry
Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
-
Investment
Mirabaud: Investors need to rethink the energy sector
John Plassard, senior investment specialist, lays out his thoughts
Industry
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Industry
PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
-
-
Industry
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
-
Industry
Euan Munro exits CEO role at Newton IM
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
-
Industry
James Rainbow joins St James’s Place Wealth Management as CEO
Rainbow previously headed up UK distribution at Schroders
-
Industry
Quilter hires tax and trust specialist to work with advisers
Joins the firm from M&G Wealth
Best Practice
-
Best Practice
Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
-
Industry
IFAs warned not to delay succession planning
Research reveals only 31% of IFAs see it as ‘vital’
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Best Practice
Why now is the right time for FCA review of model portfolios
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
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Industry
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
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Best Practice
Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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Best Practice
The role of financial personality in retirement income planning
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies