Latest Stories
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Industry
Clients demand cash advice ahead of ISA reforms
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
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Industry
Quilter says £682,000 pension pot needed for a comfortable retirement
For a couple, the pot required is £772,000
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Investment
Calastone: UK investors back European equities in cautious May
US fund inflows were at their second-lowest level since 2023, while European equities enjoyed their strongest month in a year
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Investment
IA reports strongest fund flows of year in April amid tariff turmoil
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
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Industry
Pension reform ‘on a grand scale’ expected as ‘blockbuster’ bill published
Bill will drastically cut the number of schemes
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Investment
ARC: Private wealth portfolios already on track to reach pre-Liberation Day levels
Global equities rose close to 6% in May when measured in US dollars
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Industry
Advisers increasingly turning to trusts and onshore bonds amid IHT squeeze
Research from HSBC Life (UK) conducted in partnership with Technical Connection
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Investment
May fund performance: Tech funds bounce while bonds suffer
IA Technology & Technology Innovation was the top-returning sector, up almost 9% over the month
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Industry
Schroders finds IHT pension pot grab front of mind for advisers
Advisers more bearish on markets
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Industry
Outsourcing drives wealth management growth but clients pull cash
Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year
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Industry
PLSA says £44k retirement income now needed to be comfortable
The figure for a retired couple is £60,600
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Investment
As defence ETFs launch, where do niche funds fit into portfolios?
Investors discuss asset allocation after a spate of defence ETF launches
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Industry
Janus Henderson launches active fixed income ETF
Janus Henderson’s fourth active fixed income ETF launch outside of the US this year
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
IA reports strongest fund flows of year in April amid tariff turmoil
Inflows of £1.1bn were recorded in the month, almost double March’s £519m
-
Investment
ARC: Private wealth portfolios already on track to reach pre-Liberation Day levels
Global equities rose close to 6% in May when measured in US dollars
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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
Industry
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Industry
Clients demand cash advice ahead of ISA reforms
Two thirds of financial advisers expect limits on cash ISAs to come into effect by the end of the year
-
Industry
Quilter says £682,000 pension pot needed for a comfortable retirement
For a couple, the pot required is £772,000
-
Industry
Pension reform ‘on a grand scale’ expected as ‘blockbuster’ bill published
Bill will drastically cut the number of schemes
-
Industry
Advisers increasingly turning to trusts and onshore bonds amid IHT squeeze
Research from HSBC Life (UK) conducted in partnership with Technical Connection
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Industry
Schroders finds IHT pension pot grab front of mind for advisers
Advisers more bearish on markets
Best Practice
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Best Practice
Consumer Duty: Wealth managers must do more to protect vulnerable customers
While progress has been made, many wealth managers must do more to protect customers, writes Natasha Bridgewater’s Simplify Consulting
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Best Practice
Sparrows Capital’s Yariv Haim: Our mantra is ‘client-first’
In this Q&A, the CEO discusses the importance of providing jargon-free communication and putting clients first and company second
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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
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’