How advice clients can avoid a huge Trump-sized mistake
Investors could do more harm than good by chopping and changing their portfolio, says Sparrows Capital CIO Raymond Backreedy
News
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UK dividends beat expectations despite dip in Q1
UK company dividends declined 4.6% due to lower one-off special payments, according to Computershare’s Dividend Monitor
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Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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PEOPLE MOVES: Quilter Cheviot, the CISI, Evelyn Partners
Alan McIntosh has rejoined the business
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Sustainable funds suffer worst quarter of outflows on record
Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
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Pensions minister says 13 million pension pots to be consolidated
‘There are now more small pension pots in the UK than pensioners’
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Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
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Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
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Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Shackleton to offer tailored financial planning to clients with life-changing injuries
Move facilitated by the acquisition of IM Asset Management
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024