TILLIT adds five funds to platform
Funds include biotech, global, US, multi asset, and UK exposures
Industry
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Columbia Threadneedle’s Steven Bell to retire in 2025
The chief economist will depart in March after more than 11 years at the firm
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FCA lays out plan to tackle the pension advice gap
Firms would be able to provide a bespoke suggestion to specific groups of consumers
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PEOPLE MOVES: Aegon AM, PIMCO, Liontrust, Unicorn AM
Euan McNeil has left the firm
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Quilter adds AllianceBernstein as WealthSelect MPS partner
Fund is used in WealthSelect’s Managed and Responsible portfolios
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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Sarasin & Partners teams with MPA Financial Management on MPS
Five model portfolios across risk levels rolled out
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PIMCO builds out wealth management team with RLAM and Quilter hires
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
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Nearly half of advisers worried a platform could fail
Advisers would exclude a platform from their shortlist if it had a ‘B minus’ financial strength rating or lower
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Funds suffer third-worst month on record amid Budget fears
Investors withdrew £5.9bn from investment funds over concerns about Chancellor Rachel Reeves’ tax changes
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Schroders adviser survey finds big uptick in use of multi-asset funds
This is being driven by concerns over CGT
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AJ Bell profits rocket 29% in record performance
AJ Bell Investments grew AUM by 45%