Latest Stories
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Industry
Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
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Investment
IA: Index trackers attract £3.4bn in July
Active funds lose £2.1bn, according to Investment Association
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Industry
PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
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Investment
Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
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Investment
Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded third worst month
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Industry
‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports
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Investment
Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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Industry
Canaccord appoints Tom Lane to new chief commercial officer role
Lane joins from RBC Brewin Dolphin
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Industry
Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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Industry
Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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Industry
BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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PAA Analysis
Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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Investment
Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month
Analysis
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PAA Analysis
Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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PAA Analysis
Have rate cut expectations already gone too far?
Investors have been piling into fixed income
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Industry
Look, but don’t touch: Do investment apps encourage money movement?
SJP’s Wiggins: ‘Much like we might limit our child’s screen time, most investors should do the same with their investment apps’
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PAA Analysis
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
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Investment
Is there any point investing in the US actively?
Active funds don’t come close to the high returns of the index trackers, with many multi-asset managers cutting their active exposure all together
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Industry
Are decumulation strategies fit for purpose?
Experts weigh in on whether the advice industry is getting it right
Multi-Asset
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Investment
Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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Investment
Aegon: Multi asset funds prove to be top choice for financial advisers
90% of advisers surveyed use funds for accumulation and decumulation
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Industry
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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Investment
David Jane: Turning volatility from retirees’ enemy to friend
The multi-asset manager on why last Autumn was an opportunity
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Investment
Liontrust neutral on US equities due to small cap hopes
US smaller companies have underperformed and they now offer good value
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PAA Analysis
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive
Industry
-
Industry
Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
-
-
Industry
PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
-
Investment
Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
-
-
Industry
‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports
Best Practice
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Best Practice
Simplify Consulting’s Monserrate: Hitting the target on customer complaints
One-fifth of respondents to a recent survey said they had changed providers because of a complaint
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Industry
Financing planning scenarios for estate planning
Triple Point’s Diana French on how advisers are using Business Relief in their regular financial planning
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Best Practice
The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
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Industry
One year of Consumer Duty: Industry grapples with advice gap amid added requirements
Research from the lang cat and Octopus Money shows move away from smaller clients
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Best Practice
FCA launches rule review to spot Consumer Duty ‘overlaps’
Regulator calls on firms to identify regulation which could be removed or simplified
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Best Practice
BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin