Charles Schwab rolls out thematic investing service in the UK
45 curated thematic areas
Industry
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Warren Buffett to retire from Berkshire Hathaway
He named Greg Abel as his successor, who had no idea Buffett was going to make the announcement
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Quilter says IHT gifting rule used by just 2% of estates will spike in popularity
Just 1,490 estates have used the strategy
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Cash ISAs booming with £4.2bn inflow as government weighs reform
Deposits in banks and building societies rose by £7.4 bn
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PEOPLE MOVES: Clifton Group, Artemis, Fladgate LLP, Aberdeen
SIPP specialist names new managing director
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FCA AI service will ‘enhance client trust’ in the technology
A regulated testing service will provide a ‘safety net’
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FE fundinfo acquires AI platform Lunar AI
The deal will strengthen FE fundinfo’s Nexus platform
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Investment industry calls for clarity as FCA ‘pauses’ SDR rollout for MPS
Regulator will prioritise other work around multi-firm reviews and Consumer Duty
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Future Growth Capital launches global and UK LTAFs
Collaboration between Schroders and Phoenix Group
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FCA to launch AI testing service
Open to feedback on the plans until 10 June
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BlackRock: 70% of wealth investors to hold up to a fifth in private assets by 2030
‘The era of no allocation to private markets will come to an end’ as wealth investors up their exposure over the next five years
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Only one in three advisers view in-person new client meetings as essential
22% of clients live more than an hour away from their adviser