Three quarters of advisers eyeing larger real assets allocations
70% of the professionals questioned predicted a challenging investment environment this year
Author: Alex Sebastian
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Fintel buys Owen James Events as acquisition spree continues
It is the sixth company acquired by Fintel in the past year
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Fuel Ventures VCT launches £50m maiden raise
Launch follows announcement VCT regime has been extended to 2035
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PEOPLE MOVES: Love Ventures, Raymond James WM, LGIM, Lombard Odier, Dimensional
Love Ventures has hired Faye Williams as distribution director
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VCT take-up jumps by a third to 25,800 investors
Total money raised up by 61% to £1.04bn
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Quilter boosted by spike in adviser flows to platform
Jump of 44% on the inflows through the same route a year ago
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Defaqto names former Octopus marketing head as CSO
Sally Boyle has also joined the board and leadership team
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FCA accuses Blackburn-based man of defrauding 240 investors
A total of £19m allegedly taken in by the scheme
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IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year
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Premier Miton’s David Jane: Reframing income as an output rather than a style
Avoiding a bias towards higher yielding shares and bonds
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
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Brooks Macdonald MPS assets climb to £3.9bn but firm sees £100m net outflow
BM Investment Solutions offering for advisers contributed to 7.3% rise