’60/40 portfolio not as effective as it once was’ says T Rowe Price head of multi-asset solutions
Yoram Lustig speaks with Adam Lewis on the latest installment of Asset Allocators on PA+
Industry
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Where are the opportunities and challenges for the APAC wealth management sector?
As demand for wealth management services in the region increases
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People Moves: GSB, Evelyn Partners, CISI
Wealth manager hires managing partner as professional services firm appoints chief risk officer
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Advice proposals are ‘progressive change’ – Industry reacts to FCA announcement
Which seeks to help more people make informed investment and pension decisions
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Discretionary MPS assets grow despite client performance concerns
While charges continue to fall year-on-year, according to NextWealth’s MPS Proposition Comparison Report
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FCA not to take action against Blackmore mini-bond promoters following investigation
7,330 hours were spent on the investigations and over 8,000 documents reviewed
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Holborn Assets under investigation by FSCS
Alongside another advice firm
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Appealing spreads sees Sarasin overweight quality credit
As it feels the worse of the interest rate rises is now over
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EPIC makes AIM IHT portfolio available to IFAs
Available on a number of investment platforms
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Financial planner makes second acquisition with plans to expand
Following its inception in October 2023
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Nucleus reduces platform charges for the second time
Delivering an average 3.2% reduction for eligible customers
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35% of employees worried they won’t be able to afford to retire
With the pandemic fueling greater insecurity