Nearly half of advisers worried a platform could fail
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower
Author: Adam Lewis
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Skerritts rebrands to Shackleton and adds four new firms to network
Acquires Save & Invest Group, Fleming Financial Limited, Robson Lister Limited and Shorts Financial Services
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Succession Wealth buys Leeds-based True Wealth Group
Acquisition provides first entry into Northern Ireland
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Head to head: US small caps, big growth
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
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Quilter Cheviot hires former 7IM MD for newly-created head of advice role
Colin Rowe to take on position in January, subject to regulatory approval
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Albion joins forces with P1 to launch discretionary investment service
Offers a discretionary version of Albion’s smartersuccess investment service launched in 2006
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Head to head: Pedal to the metal
This month, Ned Naylor-Leyland of Jupiter and Orbis Investments’ Alec Cutler go head to head on gold exposure
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Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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ARC: Positive gold sentiment not reflected in portfolio weightings
Three quarters of wealth managers have under 2.5% gold exposure
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Quilter Investors adds alternatives to passive fund range
Addition of Goldman Sachs Absolute Return fund is a first for the Cirilium Passive Portfolios
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Sector in review: IA North America
Adam Lewis looks at whether investors should be placing their faith in US companies
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Cash Isa inflows surge in June
AJ Bell voices concerns that savers might be hoarding too much cash