Morningstar: 70% of clients choose savings over investments
Markets at all time-highs also putting off savers
News
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AJ Bell continues strong year as assets surpass £83.7bn in Q3
It attracted 25,000 new customers over the past three months, bringing its client base to 528,000
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CT Fund Watch: Number of consistent top-performing IA funds falls to 1.9%
IA Japan housed the most funds achieving consistent top quartile returns
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PEOPLE MOVES: Sparrows Capital, L&G, Nuveen, Liontrust, GQG, Callanish Capital, Wealth Club
Sparrows makes hire from 7IM
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Two thirds of advisers say they need to improve asset class forecasting
Eight in 10 expect their company to invest more in performance forecasting
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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King’s Speech: Pensions reform and economic growth take centre stage
While Keir Starmer’s government will plan to introduce a Budget Responsibility Bill
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Concern for regulation drops in year following Consumer Duty
Increased concern over retaining existing clients and technology
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More than half of advisers upping their AI spend
AI used to enhance internal processes rather than for client services
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UK inflation remains steady at 2% in June
Industry commentators discuss likelihood of August interest rate cut
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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Premier Miton’s David Jane: No-one wants to talk about portfolio construction
“My job title is fund manager, not stockpicker”