Dynamic Planner rolls out client psychology tool
Developed by Dr Louis Williams, head of psychology and behavioural insights
Products
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Thistle Initiatives launches platform migration tool for advisers with built-in compliance
Firm says it will significantly cut the time taken to migrate assets
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Gresham House launches £50m Baronsmead VCTs fundraise
Seeking further liquidity to take advantage of new investment opportunities
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WisdomTree launches Strategic Metals ETF
Seeking to target exposure to metals driving the energy transition
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abrdn to remove MyFolio managers’ mandate to invest in its own funds
The five funds will be rebranded to abrdn MyFolio Core
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YFM closes VCT fundraise after hitting £75m in 11 weeks
The initial target of £50m was met in a month
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Square Mile adds four strategies to academy
Two funds have ratings suspended in December review
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Albion VCTs raise £10m in 26 hours
‘Appetite for VCTs is only likely to accelerate in the coming months’
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FCA launches CCI retail disclosure consultation
New product framework for CCIs, including investment trusts, aims to simplify information for retail investors
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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