FE fundinfo snaps-up AdviserAsset
AdviserAsset offers a range of tools for financial advisers
Industry
-
-
Brooks Macdonald sells international arm to CGWM as it seeks to simplify business
‘We are redefining our strategy to reignite growth’, incoming CEO Andrea Montague said in the firm’s annual results
-
UK climbs two places in Natixis IM retirement security index
Outperforming France and the United States thanks to increases in health spending
-
Allfunds expands platform partnership with Rathbones
First partnered with Rathbones Investment Management International
-
Goodhart Partners makes double hire
Craig Goodsir and Harry Schofield join
-
Chancery Lane Research: What advisers are getting wrong about risk
New white paper examines the limitations of modern portfolio theory
-
Morningstar: Active managed portfolios now make up less than half of offerings
Managed portfolio launches slow in 2023
-
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
-
Quilter snaps-up NuWealth investing app
Plans to ‘evolve’ NuWealth to help advisers
-
PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
-
Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
-
P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range