AJ Bell continues strong year as assets surpass £83.7bn in Q3
It attracted 25,000 new customers over the past three months, bringing its client base to 528,000
Industry
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PEOPLE MOVES: Sparrows Capital, L&G, Nuveen, Liontrust, GQG, Callanish Capital, Wealth Club
Sparrows makes hire from 7IM
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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Tillit adds five funds to investment universe
Total number of funds on platform reaches over 100
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Abrdn launches cash management service for advisers
Featuring a range of fixed term deposit and notice day accounts
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69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
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RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less