Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
He brings 20 years of experience to the role
European-domiciled funds as a whole attracted a net €49bn in 2023
Money market funds were the only asset class to achieve positive net flows in 2023
Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?
Morningstar analysis shows high number are not within the scope of FCA labelling regime
Ahead of COP28, this opinion piece reflects on the current policy context and needs for investors looking to consider climate impact, risks and opportunities
As advisers expect the platforms they use to support them on securing good client outcomes
‘The aim is cultural change, not tick-box compliance’
‘Good things happen when you bring your customers closer to your product, development and design specialists’
One big issue is that the markets are ‘fragmented’
As FCA research highlights how customer communications are not meeting needs
It has been an ‘eventful year’ so far for the financial planning market