Six advised platforms grab 60% of new business – Lang Cat
Gap between the largest platforms and their smaller rivals is growing
Author: Alex Sebastian
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Equities inflows accelerate in March as ‘risk on rotation’ continues – BlackRock
Inflows largely driven by cyclical buying
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Quilter Cheviot adds trio of financial planners to Jersey office
Gillian Schweppe, Matthew Fielding and David Lockhart join
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Nearly all advisers say they expect use of DFMs to increase
Consumer Duty playing a role in driving the trend
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Gresham House’s Baronsmead VCTs raise another £50m
The round has brought total net asset value to circa £450m
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Risk appetite recedes despite rate cut expectations – State Street
Major central banks set to enter rate cutting cycles
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PEOPLE MOVES: Close Brothers AM, Brown Advisory, Fidelius, Sumitomo Mitsui
Close Brothers makes further hire from Investec
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Söderberg & Partners launches MPS for advisers as it takes stake in Fidelius
Fidelius confirmed FCA approval has been received
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Advice suitability complaints rising and upheld more often – Oxford Risk
41% of complaints against financial advisers in 2022/23 were upheld
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Thematics AM CIO: Three top investment themes to target
Karen Kharmandarian spoke to PA Adviser at the 2024 Natixis investment conference
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Advisers expect UK equities to bounce back and property to struggle
200 advisers interviewed by Opinium for Aegon report
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UK investors growing wary of impact investing
American Century Investments spoke to around 1,000 investors