BNY’s Parkin: Greater action needed on retirement income advice
Six months on from the FCA’s thematic review, Richard Parkin is concerned some adviser firms have not taken the regulator’s concerns on board
News
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SJP report finds key life events driving advice seeking
Nearly half of people (48%) who have accessed advice did so after a milestone
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HL takeover approved by Swiss Competition Commission
Private equity takeover moves closer to completion
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UK falls out of top 10 markets for financial inclusion
Principal’s Seema Shah says financial inclusion can be used to assess underlying economic resilience
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Investment companies will no longer be required to produce KIDs
A draft Statutory Instrument proposed by HM Treasury found EU-inherited cost disclosure rules are ‘not accurate’
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Schroders Personal Wealth: One in three women saving less than £100 a month
Only 15% of men are not reaching this threshold
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Brooks Macdonald snaps-up financial planner LIFT
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
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‘SDR implementation is far more challenging than we ever anticipated’
Fund group representatives share their frustrations at Good Money Week
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Analysis: To home bias or not to home bias?
After a decade of being seen as a poisoned chalice, good valuations and a wave of M&A activity are helping revive UK markets
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Are the negative flows from UK equity funds justified?
Outflows of £666m were seen from UK equity funds during the month of September alone, according to Calastone data
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PEOPLE MOVES: TIME Investments, Jupiter AM, ECP AM, Robeco
TIME hires from Octopus
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Calastone: Equity funds suffer first monthly outflows since October 2023
Fixed income funds also shed record amounts of cash during August and September