Spring Budget 2024: British Isa announced
Additional £5,000 top up also announced in spring budget.
Industry
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Dynamic Planner rolls out app to help advisers with Consumer Duty and content
Available to financial planning firms in white labelled form
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Quilter assets climb to £106.7bn despite IFA outflows
Quilter also announced adviser school overhaul and rebrand
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Advisers need better products for decumulation
There is plenty of room for improvement, and also a need for a high level of innovation in the market, argues Robin Powell
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Rob Burdett to exit Columbia Threadneedle
Portfolio managers Kelly Prior and Scott Spencer also exit amid a restructure of the multi-manager team
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RSMR make Passive Plus MPS range available to retail investors
The portfolios were previously only available to advisory and discretionary clients
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Evelyn Partners MPS enters position in Baillie Gifford Emerging Markets Leading Companies
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
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London & Capital and Waverton IM to merge into £17bn wealth manager
Lovell Minnick Partners (LMP) will take a majority shareholding
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Quilter’s WealthSelect MPS added to third-party platforms for first time
MPS added to the Parmenion, M&G and Morningstar
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PEOPLE MOVES: Personal Finance Society, Fidelity International, Titan AM, Sarasin & Partners
The PFS board has appointed Ben Wright as a director
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Why investors need to look beyond the election noise
SJP’s Justin Onuekwusi says the most important thing for investors to do regarding the upcoming elections is to stay diversified
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The asset allocator diary: David Coombs
A week in the life of David Coombs, head of multi asset at Rathbones, week commencing 12 February