Latest Stories
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Investment
Bank of England cuts interest rates to 4.25%
5-2-2 voting split represents a ‘more dovish skew’ than expected
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Investment
Fed defies Trump to keep rates unchanged
Commentators say Fed has made right decision due to uncertainty created by Trump’s tariffs
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Industry
PEOPLE MOVES: Berkshire Hathaway, Canaccord Wealth, FCA, Tyndall IM
Legendary investor retires at 94
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Investment
Impact investment offerings ‘could serve as a valuable USP’, according to wealth managers
Impact investment offerings ‘could serve as a valuable USP’, according to wealth managers
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Industry
Morningstar to launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
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Industry
Two thirds of advisers involved in family bust-ups over IHT
Planning more contentious than estate settlement
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Industry
Canaccord Wealth hires senior wealth planner from Brewin Dolphin
Joins with 25 years’ sector experience
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Investment
UK investors pull net £1.24bn from bond funds in April amid market storm
North American equity funds attracted £1.5bn as investors ‘bought the dip’ amid tariff turmoil, according to Calastone
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Industry
Jump in FOS complaints to 141k is ‘an unnerving trend’
49% higher than the same period the year before
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Industry
Morningstar: M&A is not the magic bullet asset managers think it is
Consolidation often burdens firms with more integration challenges than it does scale and fee benefits
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Industry
NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
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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
ii: Money market fund purchases up 77% in April as investors flock to safety
Most investors fled volatile markets in the wake of Trump’s tariff, but others took advantage of depressed US valuations
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Industry
Warren Buffett to retire from Berkshire Hathaway
He named Greg Abel as his successor, who had no idea Buffett was going to make the announcement
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
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
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Investment
Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
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Investment
Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
Industry
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Investment
Impact investment offerings ‘could serve as a valuable USP’, according to wealth managers
Impact investment offerings ‘could serve as a valuable USP’, according to wealth managers
-
Industry
Morningstar to launch ratings for LTAFs
Adapting its existing Medalist Rating framework for private market vehicles
-
Industry
Two thirds of advisers involved in family bust-ups over IHT
Planning more contentious than estate settlement
-
Industry
Canaccord Wealth hires senior wealth planner from Brewin Dolphin
Joins with 25 years’ sector experience
-
Industry
Jump in FOS complaints to 141k is ‘an unnerving trend’
49% higher than the same period the year before
-
Industry
Morningstar: M&A is not the magic bullet asset managers think it is
Consolidation often burdens firms with more integration challenges than it does scale and fee benefits
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