Advisers’ platform priorities unmoved by Consumer Duty
Almost identical to previous years
Author: Alex Sebastian
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Morningstar: UK multi-asset funds double US equities exposure in eight years
UK equities exposure has plummeted
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Openwork sells 30% stake to US private equity firm
Elena Lieskovska joins the Openwork board
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FTSE 100 edges towards record high as trade deal hopes rise again
Index back to the 8,800 level
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IHT receipts continue to rocket as government eyes further hikes
£97m higher than the same period last year
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PEOPLE MOVES: Rathbones AM, Schroders, Mirabaud, Rockwood AM, Sparrows Capital
Multi-asset investment specialist joins
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Schroders Personal Wealth finds three-quarters of people don’t understand IHT
Compounded by 40% of people not having a will
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Evelyn Partners aims to boost number of women receiving advice with new partnership
Only 20% said they know where to find a good financial adviser
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Two thirds of platforms lacking CGT support for advisers
Failing to offer advisers ‘holistic CGT planning support’
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Evelyn Partners launches Index MPS range for advisers
Five portfolios across risk profiles
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Quilter’s WealthSelect MPS crosses £20bn mark
Doubled in size in under three years
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PEOPLE MOVES: 7IM, Rathbones AM, Peel Hunt, Schroder Income Growth, River Global AM
Double senior appointment at 7IM