Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
Author: Alex Sebastian
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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
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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FSCS finds adviser in default over pension transfers
Mark Peter Houlbrook in default over one claim
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David Jane: Turning volatility from retirees’ enemy to friend
The multi-asset manager on why last Autumn was an opportunity
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Ascot Lloyd names new chief executive
Hired from Royal Bank of Canada
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Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year