Head to head: US small caps, big growth
Neil Birrell of Premier Miton and Artemis’s Olivia Micklem debate the merits of investing in US small caps
Technology
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Mabel Insights teams with Oxford Risk to roll out portfolio comparison tool
Tool includes all risk-mapped funds and portfolios from Oxford Risk
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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Downing’s Evan-Cook: How advisers can tackle the dual threat from AI
The fund manager deals with the elephant in the room
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Nine in 10 advisers say capital gains tax becoming greater concern
HMRC data shows a 36% increase in people liable for CGT since 2019/20
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‘Generational divide’ between seasoned advisers and newcomers
‘Succession planning in an age of employees’ is the first of two reports
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Canaccord appoints Tom Lane to new chief commercial officer role
Lane joins from RBC Brewin Dolphin
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Two thirds of advisers predict strong growth in clients
Researchers also found investment in technology is improving efficiency
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TILLIT pulls AXA Framlington Global Technology fund from universe
Decision follows exit of fund manager Jeremy Gleeson
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Platform software firm Bravura returns to profit
The firm supplies UK investment platforms including Fidelity International’s
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The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
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Rathbones rolls-out Iress Xplan in financial planning unit
Xplan will also be used for integration with Investec Wealth & Investment