Latest Stories
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Industry
‘Beginning of new era’ for UK pensions with £25bn megafunds plan
Schemes will have until 2030 to make the necessary arrangements
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Industry
PEOPLE MOVES: @sipp, P1 Investment Services, Baillie Gifford
Pensions specialist creates in-house legal department
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Investment
Ernst Knacke: The dark before the dawn
Head of research at Shard Capital Ernst Knacke encourages investors to remain vigilant as US recession risks surge
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Investment
Morningstar: UK multi-asset funds double US equities exposure in eight years
UK equities exposure has plummeted
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Industry
Openwork sells 30% stake to US private equity firm
Elena Lieskovska joins the Openwork board
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Investment
AXA IM: Bonds re-priced amid uncertainty but will be attractive longer term
AXA IM’s Chris Iggo shares his views
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Investment
FTSE 100 edges towards record high as trade deal hopes rise again
Index back to the 8,800 level
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Industry
IHT receipts continue to rocket as government eyes further hikes
£97m higher than the same period last year
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Investment
Treasury yields rise after weak 20-year auction
As Congress passes Trump administration’s tax and spending bill, which is likely to add over $3trn to US debt
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Industry
PEOPLE MOVES: Rathbones AM, Schroders, Mirabaud, Rockwood AM, Sparrows Capital
Multi-asset investment specialist joins
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Industry
Schroders Personal Wealth finds three-quarters of people don’t understand IHT
Compounded by 40% of people not having a will
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Industry
Mirabaud expands UK wealth presence with senior hire
David Smith joins from RBC Wealth Management
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Investment
UK inflation rises above expectations to 3.5%
April CPI print was driven by sharp increases to household bills
Analysis
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Investment
UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
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Industry
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
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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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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
Multi-Asset
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Investment
Morningstar: UK multi-asset funds double US equities exposure in eight years
UK equities exposure has plummeted
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Industry
Baillie Gifford to merge multi-asset funds
£276m Multi Asset Growth fund to merge into the Baillie Gifford Defensive Growth fund
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Investment
Aberdeen: Overlooked mid-caps could be ‘attractive sweet spot’
Trading at record low valuations compared with large firms
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Investment
Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
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Investment
Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
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Investment
Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
Industry
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Industry
‘Beginning of new era’ for UK pensions with £25bn megafunds plan
Schemes will have until 2030 to make the necessary arrangements
-
Industry
PEOPLE MOVES: @sipp, P1 Investment Services, Baillie Gifford
Pensions specialist creates in-house legal department
-
-
Industry
Openwork sells 30% stake to US private equity firm
Elena Lieskovska joins the Openwork board
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Industry
IHT receipts continue to rocket as government eyes further hikes
£97m higher than the same period last year
Best Practice
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Best Practice
Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
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Best Practice
FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
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Best Practice
Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
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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