The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
News
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‘Expensive’ India and tech sectors top monthly fund performance charts
While climate and energy transition funds suffered
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Interactive Investor: Fixed income investments triple in two years
Allocations to UK gilts soared 2,019% thanks to tax benefits
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Nucleus completes Third Financial acquisition
Deal expands Nucleus’ AUA to £97bn
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Invesco launches adviser platform to address soft skills education
Platform will include lessons from experts outside the world of investment
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
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Building the perfect portfolio Euro 2024 style
Constructing a portfolio is strikingly similar to a football manager picking the best squad, writes Iboss’ Jack Roberts
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PEOPLE MOVES: Brooks Macdonald, Close Brothers, Canaccord Genuity WM, Rathbones, LGIM, JPMorgan AM
Andrew Shepherd to retire
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Consumer Duty Alliance launches tool to help advisers meet FCA requirements
Teamed with tech platform Model Office
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Invesco adds income fund to Summit multi-asset range
Designed for clients seeking reliable income during retirement
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Lipper: Bonds attract €24.5bn amid rate cut anticipation
Equities also attracted over €18bn