Clients demand cash advice ahead of ISA reforms
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
Morningstar selects its top 10 newcomers in the Europe ex UK equity sector, according to senior analyst Muna Abu-Habsa. Many of the newcomers are small in size, with four funds with less than $40m. Investors should also be aware that a one-year time frame is a short period to assess fund performance.
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Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
For a couple, the pot required is £772,000
Two OEICs will be exclusive to Flying Colours Advice clients
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
Bill will drastically cut the number of schemes