Brooks Macdonald acquires Norwich-based financial planner
The IFA firm has £890m in assets under advice across 1,600 personal clients
Author: Alex Sebastian
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PEOPLE MOVES: Aegon AM, Schroders, Abrdn, Amundi, Lazard AM, Goodhart Partners, Jupiter AM
Richard Oldfield steps into CEO role
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FE fundinfo snaps-up AdviserAsset
AdviserAsset offers a range of tools for financial advisers
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Invesco says growth and employment figures now driving markets as it takes defensive position
Tactical asset allocation update notes a fundamental shift
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UK climbs two places in Natixis IM retirement security index
Outperforming France and the United States thanks to increases in health spending
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Goodhart Partners makes double hire
Craig Goodsir and Harry Schofield join
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Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
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Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
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Quilter snaps-up NuWealth investing app
Plans to ‘evolve’ NuWealth to help advisers
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PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports