Latest Stories
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Investment
SJP’s Justin Onuekwusi: Why now is the time to revisit portfolio resilience
The CIO recommends a greater focus on defensive areas and diversified opportunities outside the US
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Industry
VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
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Investment
Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
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Industry
Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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Industry
Calastone: Investors pull record £3.5bn from UK equities in Q1
While UK equity funds posted their worst ever quarter for net flows
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Industry
Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
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Industry
Aviva Investors bolsters UK Wealth team with two senior hires
Hayley Randell joins as head of UK advisory distribution and James Clarke joins UK IFA team as strategic partners director
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Industry
FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
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Investment
Dan Kemp: With tariffs shaking markets, what do investors need to consider?
In panicked markets, the best approach may be a little boring, writes Morningstar CIO Dan Kemp
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Industry
PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
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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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Investment
The PA Adviser Profile: Past, present and future with Rob Burdett
Rob Burdett discusses his early career, his move to Nedgroup Investments, and his plans going forwards
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Investment
‘Worst case scenario’ Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
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Investment
Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
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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
Markets bounce on Trump trade deal hopes
Optimism stems from indications countries have approached the US government in search of a deal
-
Investment
The PA Adviser Profile: Past, present and future with Rob Burdett
Rob Burdett discusses his early career, his move to Nedgroup Investments, and his plans going forwards
-
Investment
‘Worst case scenario’ Trump tariffs a hammer blow to Asian equities
China, Japan, India, Vietnam facing highest tariffs
-
Investment
Trump’s Liberation Day: How to TILT-proof your portfolio
Darius McDermott, managing director of Chelsea Financial Services, lays out his thoughts
-
Industry
Euan Munro exits CEO role at Newton IM
CEO Euan Munro and CIO Mitesh Sheth leaving the firm
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Industry
Marlborough expands multi-asset range
Range has added an extra two strategies and reduced charges
Industry
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Industry
VCTs see third best fundraising year on record
Figures complied by Association of Investment Companies
-
Industry
Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
-
Industry
Calastone: Investors pull record £3.5bn from UK equities in Q1
While UK equity funds posted their worst ever quarter for net flows
-
Industry
Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
-
Industry
Aviva Investors bolsters UK Wealth team with two senior hires
Hayley Randell joins as head of UK advisory distribution and James Clarke joins UK IFA team as strategic partners director
-
Industry
FCA and Treasury launch consultation on streamlined regime for asset managers
Including bespoke rules for investment trusts and VCTs
Best Practice
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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
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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