PEOPLE MOVES: Schroders, 7IM, Evelyn Partners, C. Hoare & Co, Canaccord Genuity WM
Schroders reported to have lined-up new CEO
News
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Government scraps ‘political gimmick’ UK Isa plans
Industry reacts to decision to scrap previous government’s plan
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Calastone: Investors use August turbulence as buying opportunity
UK equity outflows doubled, while bond funds recorded third worst month
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P1 adds PortfolioMetrix to platform
28 portfolios including its Global Passive range
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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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Comparatively speaking: Multi-asset vs managed portfolio solutions
In the first of a new series, Aviva Investors’ Smera Ashraf explores whether both these strategies have a role to play in the prevailing financial climate
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Canaccord appoints Tom Lane to new chief commercial officer role
Lane joins from RBC Brewin Dolphin
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Fundsmith Equity drops off interactive investor buylist for first time
Fundsmith had featured on every monthly most sold list since interactive investor began tracking the data in 2018
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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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BareRock founder says advisers can meet the 3-day complaint rule
Complying with the requirement ‘virtually impossible’ without support
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Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier
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Fairview’s Yearsley: August yields ‘mixed bag’ for fund trends
August marked by rate cut discussions and selloff at beginning of month