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
regulation
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Five key takeaways from the Spring Statement
Downgraded economic forecasts, increased defence spending and cuts to welfare were a few of the developments
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FCA unveils plan to ‘significantly streamline’ its operations
It will automate roles undertaken by employees, but some expressed ‘nervousness around consumer protections’
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Flagstone warns against FCA pressuring people to ditch cash
FCA chair indicated the regulator would like to encourage UK investors to buy stocks
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PFS consolidates tools to help advisers with Consumer Duty
Regulatory environment is ‘characterised by heightened scrutiny and challenge’
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FCA scrapping ‘name and shame’ public interest enforcement test
It will not take forward proposal to shift from exceptional circumstances test
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Diversification: The cornerstone of resilient multi-asset portfolios
Building a resilient multi-asset portfolio requires looking beyond simple allocations, writes Aviva Investors’ Smera Ashraf
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AJ Bell: Key events for advisers watch out for this month
The investment platform picked out three dates
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FCA says most advisers delivering but some still need to ‘put things right’
The regulator has looked at data from 22 of the largest firms
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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FCA to widen wealth manager and retail access to bonds
Proposals aim to reduce costs and barriers for companies raising capital, while improving opportunities for retail investors
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Over 90% of UK and European investors ‘concerned’ about sustainability under a Trump presidency
Despite these concerns, over half plan to increase their impact allocations over the next 12 months