Alternatives can be ‘robust building blocks’ in model portfolios
60/40 strategy ‘under pressure because of the forces that are at play against fixed income’
United Kingdom
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UK financial planning companies merge
Owners ‘recognised the opportunity the pandemic presented and discussed their shared ambitions to grow’
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Goldman Sachs eyes stake in UK platform
It is reportedly one of four companies interested in the business
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UK wealth manager sets up Jersey operation
It will provide discretionary, advisory and investment services
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‘End financial relationships with Russia’ urges UK chancellor
FCA says there are ‘significant practical challenges in terms of disposing’ of assets in the country
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Wealth manager buys London-based IFA firm
It will ‘continue to acquire selectively where opportunities exist’
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Is it too late to inflation-proof portfolios?
Whatever happens, it is interest rates that really move the needle on how asset prices behave
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‘Dumb’ dashboards put UK pensions overhaul in jeopardy
Steve Webb says that lack of functions could ‘drive people off’
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PEOPLE MOVES: IWP, Fidelity, PGIM
IFA group makes c-suite change, as investment manager names head of ETF distribution for Europe
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Onshore bond demand driven by HNW clients, say advisers
Despite the products traditionally being popular with those close to retirement or looking to mitigate IHT
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FCA stops pension firm from accepting new business
Restriction will stay in effect until the regulator ‘is satisfied that it can be lifted’
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Should Brits use property to fund retirement?
As downsizing and equity release increasingly continue to be part of investors’ plans