Latest Stories
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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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Industry
FCA sets out further CCI consultation on fee simplification
Final CCI rules will be set out in late 2025
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Investment
Schroders: Is gold the new dollar?
Investors flocked to the safety of gold rather than the US dollar amid recent volatility as Trump rewrites the global monetary regime
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Industry
PEOPLE MOVES: Goodhart Partners, Downing, AXA IM, BlackRock
Double appointment at Goodhart Partners
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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
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Industry
Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
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Investment
UK inflation eases to 2.6% in March
The print, which came in below expectations, could pave the way for further interest rate cuts
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Investment
Evelyn Partners’ MPS exits L&G and Artemis corporate bond funds to buy Gilts
On the equities side, the MPS has trimmed down UK exposure
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Investment
Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
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Industry
Head to head: All eyes on AI
After a very volatile start to the year, two managers discuss outlook for the tech market
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Industry
Quilter Cheviot and Quilter WealthSelect MPS added to AJ Bell
Quilter Cheviot MPS now available on 16 adviser platforms
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Industry
Neil Woodford to launch investment strategy platform
Woodford resurfaced last year following the collapse of the Woodford Equity Income fund in 2019
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Investment
Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
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Investment
The defensive US funds that outperformed in market downturns
These four funds delivered top returns despite having the lowest maximum drawdowns, negative periods and volatility
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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
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
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
-
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
-
Investment
Evelyn Partners’ MPS exits L&G and Artemis corporate bond funds to buy Gilts
On the equities side, the MPS has trimmed down UK exposure
-
Investment
Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
-
Investment
Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
-
Investment
Stocks surge and yields stabilise as Trump tariffs paused
Global investors enthusiastically welcomed a 90 day pause in US reciprocal tariffs
Industry
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Industry
FCA sets out further CCI consultation on fee simplification
Final CCI rules will be set out in late 2025
-
Industry
PEOPLE MOVES: Goodhart Partners, Downing, AXA IM, BlackRock
Double appointment at Goodhart Partners
-
Industry
Advice clients demanding broader direct investment access
Rathbones research found increased demand for ETFs, investment trusts, equities, bonds and private markets
-
Industry
Head to head: All eyes on AI
After a very volatile start to the year, two managers discuss outlook for the tech market
-
Industry
Quilter Cheviot and Quilter WealthSelect MPS added to AJ Bell
Quilter Cheviot MPS now available on 16 adviser platforms
-
Industry
Neil Woodford to launch investment strategy platform
Woodford resurfaced last year following the collapse of the Woodford Equity Income fund in 2019
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
-
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