Why we simply can’t lose the value of human relationships in ongoing advice
The industry and government need to collaborate to design a human-centric advice model, argues Simplify’s Carl Woodward
Quilter
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Labour unveils manifesto targeting ‘wealth creation’ as top priority
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors
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Tatton, Quilter and Timeline on track to dominate MPS market
Costs falling as money increasingly shifts into passives
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Quilter calls for urgent action on pension transfer troubles
Almost a year since ‘lacklustre’ review of regulations
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Labour drops plans to reintroduce lifetime allowance
The party had previously planned to bring back the LTA, which was scrapped in the 2023 Spring Budget
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UK investment giants: British Isa proposals could fall foul of Consumer Duty
Hopes that a Labour government will ‘drastically improve’ existing plans
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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UK CPI inches towards BOE goal with 2.3% increase to April
April inflation hits 2.3%, down from March’s 3.2% year-on-year increase
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IHT receipts up again as HMRC stays on track for £9.5bn by 2030
HMRC reported an IHT take of £700m in April
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Quilter’s Wealthselect MPS sells down gold position
Fixed income allocations topped up
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Momentum Global IM launches passive MPS on three platforms
MPS rolled out on Abrdn, Aviva Investors and Quilter
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Quilter assets climb to £111.6bn as IFA inflows jump 400%
Review of appointed representative firms to commence shortly