Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
Products
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials
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Rob Thorpe: August market slump showed value of risk-aligned products
The founder of Distribution Alpha weighs in on the summer equities plunge
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Quilter Cheviot reduces MPS fees
MPS added to platforms from Aegon and Nucleus
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Pridham report: Over half of UK fund groups grow net sales for third straight quarter
While 43% posted positive net flows to signal improving investor confidence
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Spot the Dog: Number of underperforming equity funds falls to 137
Strategies underexposed to tech and energy feature prominently in the bi-annual report
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Is the SDR fund label kick-off date also a deadline?
FE fundinfo’s Mikkel Bates discusses the next steps investors and distributors must take to comply with SDR
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FCA lays out plans for traffic light ratings of DC pensions
Schemes to be rated red, amber or green on their performance
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Aegon says advised clients still facing tough times despite inflation drop
Researchers found 33% have received an increase in queries from clients since 2021
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Cash Isa inflows surge in June
AJ Bell voices concerns that savers might be hoarding too much cash
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting