Latest Stories
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Industry
Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
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PAA Analysis
Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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Investment
Natixis: German fiscal ‘bazooka’ makes European bonds ‘a lot more interesting’
‘At last, Germany will spend’, said panellists at the Natixis Thought Leadership Summit
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Industry
Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
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Industry
PEOPLE MOVES: Quilter Cheviot, Troy AM, Fidelity International
Investment strategist joins the firm
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Industry
Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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Industry
AJ Bell sells-off Platinum SIPP and SSAS for £25m
Platinum SIPP has 3,600 customers with £3.2bn of assets
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Industry
Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
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Investment
Spring Statement 2025: UK economic growth forecasts halve to 1%
OBR cuts GDP expectations amid elevated global uncertainty
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Investment
Mirabaud: Investors need to rethink the energy sector
John Plassard, senior investment specialist, lays out his thoughts
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Investment
‘Road ahead is anything but smooth’ as UK inflation dips
ONS figures show inflation fell to 2.8% in 12 months to February
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Industry
FCA unveils plan to ‘significantly streamline’ its operations
It will automate roles undertaken by employees, but some expressed ‘nervousness around consumer protections’
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Industry
Quilter adds Belfast firm to advice network
Follows the recent appointments of two other Northern Irish firms
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Industry
Advisers’ ongoing fees creeping up towards 1%
NextWealth report explores pricing structures, fee trends and how advisers are adapting
Analysis
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PAA Analysis
Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
-
PAA Analysis
Analysis: Gloomy OBR forecasts expected to dampen chancellor’s Spring Statement
Economists believe key economic variables will continue to work against Rachel Reeves’ fiscal rules well into the Autumn
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Investment
Why investors should stay the course with sustainable energy
Key structural tailwinds suggest that patient investors could be rewarded in the years ahead, writes Jake Moeller
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PAA Analysis
Analysis: Faith in equity income stocks starts to pay dividend
Signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
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PAA Analysis
Analysis: 25 years on, is this dotcom bust 2.0?
Investors are starting to voice concerns as the magnificent seven’s market dominance shows signs of slowing down
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Analysis
Has the UK been left behind by the growth wave?
The UK is one of the few major markets to lack any technology presence, but its unique composition offers diversification opportunities
Multi-Asset
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Industry
Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
-
Investment
Mirabaud: Investors need to rethink the energy sector
John Plassard, senior investment specialist, lays out his thoughts
-
Investment
The Asset Allocator Diary: Rob Burdett
A week in the life of Rob Burdett, head of multi-manager at Nedgroup Investments
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Investment
US equities ditched at fastest rate ever
Bearish move prompted by worries over the global economy
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Investment
Invesco upgrades ex-US equities as it stays cautious
‘Shifting market dynamics are leading to downward revisions in US earnings’
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Industry
SJP switches to multi-manager approach on Global Smaller Companies fund
Adds six new external managers as part of the change in approach
Industry
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Industry
Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
-
Industry
Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
-
Industry
PEOPLE MOVES: Quilter Cheviot, Troy AM, Fidelity International
Investment strategist joins the firm
-
Industry
Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
-
Industry
AJ Bell sells-off Platinum SIPP and SSAS for £25m
Platinum SIPP has 3,600 customers with £3.2bn of assets
-
Industry
Spring Statement 2025: ISA reform prospects welcomed as ‘a real opportunity’
Government commits to looking at options
Best Practice
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Industry
IFAs warned not to delay succession planning
Research reveals only 31% of IFAs see it as ‘vital’
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Best Practice
Why now is the right time for FCA review of model portfolios
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
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Industry
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever
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Best Practice
Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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Best Practice
The role of financial personality in retirement income planning
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
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Best Practice
Kepler: Lack of clear framework for trust fee disclosure causes confusion for investors
25% of Kepler’s retail investor base plan to allocate more to investment trusts following the change in disclosure rules