PEOPLE MOVES: Square Mile, Tellworth, State Street
Square Mile snaps-up former BMO multi-asset manager
News
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Election prompts four in 10 investors to tweak portfolios
Only 13% looking to increase their investments in the UK market
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Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
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Parmenion’s Dalgliesh: Why now is the time for small caps
The firm is adding to small-cap exposure across its portfolios
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UK inflation falls to 2% target
The likelihood of interest rate cuts are still ‘off the table’, say commentators
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Quilter Cheviot launches service for ‘Big Four’ employees
Workers at Deloitte, KPMG, EY and PwC are eligible
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Adviser exodus looms with half planning to retire in the next five years
One in three said they intend to retire before age of 50
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AML Group: 75% of investors see ChatGPT providing reliable investment advice in the future
Investor confidence at highest level since study launched in 2020
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Square Mile updates 3D methodology to reflect SDR fund labels
Funds will be given a sustainability profile and rating
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Advisers need better ‘emotional intelligence and empathy’ report says
The Financial Advice Paradox report highlighted areas for improvement
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Reform UK pledges mass tax cuts in manifesto launch
Party says the BoE should cease interest payments to commercial banks on the £700bn bonds it holds as a result of QE
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Morningstar introduces LGBTQ+ Leaders index
Index holds 100 companies with strong LGBTQ+ inclusivity practices