Latest Stories
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Industry
PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
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Industry
Quilter adds three financial planners to network with ‘many more’ on the way
Cheshire-based Efinity Wealth among the new appointed representatives
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Investment
Inflation rises to 2.6% as fuel prices mount
The Consumer Price Index rose yet again in November as fuel costs increased, making an interest rate cut unlikely
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Investment
AJ Bell: Passive funds ‘eating the lunch’ of active managers
Just a third of active funds outperform passive across a decade
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Industry
Aegon appoints director to ‘accelerate momentum’ in DC pensions
He will lead the workplace channel
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Industry
FCA consults on ‘PISCES’ private stockmarket
Chancellor proposed the idea at her Mansion House speech last month
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Industry
Quilter Cheviot selects Nick Wood as head of regional offices
Richard Thorn to retire after near four decades with Quilter Cheviot
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Industry
Pension Lab launches response time performance index
Index to be published quarterly starting with Q3 2024 data
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PAA Analysis
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Industry
TILLIT adds five funds to platform
Funds include biotech, global, US, multi asset, and UK exposures
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Industry
Columbia Threadneedle’s Steven Bell to retire in 2025
The chief economist will depart in March after more than 11 years at the firm
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Investment
UK economy contracts 0.1% in October
Falling below expectations of a modest 0.1% increase, according to the ONS
Analysis
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PAA Analysis
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year
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Analysis
Head to head: Emerging outlook
Yoram Lustig of T. Rowe Price and JP Morgan’s John Citron go head to head on emerging markets
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Analysis
EY: Investors display ‘worrying level of apathy’ to ESG
92% of investors argue it is not worth sacrificing short-term performance for the longer-term ESG investments, according to an EY survey
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PAA Analysis
Analysis: Is the gold party about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024
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PAA Analysis
Analysis: Do performance tools really measure up?
Tools have made life easier for advisers selecting and running MPS on their platforms, but what about measuring MPS performance more broadly?
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PAA Analysis
Analysis: Is the end of the magnificent seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks
Multi-Asset
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Investment
Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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Investment
Increased market uncertainty expected, but are portfolios ready?
Investors are expecting either a major upswing or a sharp decline, writes Saxo UK’s Dan Squires
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Investment
The asset allocator diary: Ben Gilbert
A week in the life of Ben Gilbert, MPS portfolio manager at Sarasin & Partners
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Investment
State Street: US the only region investors are overweight
US equity allocations relative to the rest of the world are close to the most stretched in over 25 years
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Investment
The asset allocator diary: Fabiana Fedeli
A week in the life of Fabiana Fedeli, CIO equities, multi asset and sustainability, M&G Investments
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Industry
abrdn appoints head of global multi asset as Russell Barlow steps down
Darren Wolf to succeed Barlow
Industry
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Industry
PEOPLE MOVES: Evelyn Partners, Aegon, Quilter Cheviot, the CISI, Jupiter AM
Associate director added to London financial planning team
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Industry
FCA launches CCI retail disclosure consultation
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
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Industry
FCA charges former WealthTek boss with nine criminal offences
Allegations of fraud and money laundering
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Industry
Quilter adds three financial planners to network with ‘many more’ on the way
Cheshire-based Efinity Wealth among the new appointed representatives
-
Industry
Aegon appoints director to ‘accelerate momentum’ in DC pensions
He will lead the workplace channel
-
Industry
FCA consults on ‘PISCES’ private stockmarket
Chancellor proposed the idea at her Mansion House speech last month
Best Practice
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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
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Best Practice
Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules
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Best Practice
Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Industry
Why client outcomes and independence should be focus of FCA advice consolidation review
Both areas need appropriate attention from the regulator, writes Sparrows Capital’s David Ogden
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Best Practice
BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board