PEOPLE MOVES: SJP, Square Mile, RLAM, Aviva Investors, HSBC
Kunal Oak joins SJP
News
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Dynamic Planner rolls out DFM reports service for advisers
Performance for over 900 DFM MPS currently risk profiled has been added
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Quilter’s Wealthselect MPS sells down gold position
Fixed income allocations topped up
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FE Fundinfo: Gold and commodities top the charts for April
Nine of the 10 best performing funds specialised in gold or commodities
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SJP hires former Aviva man as director of investment products
Kunal Oak joins with 22 years of experience
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Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
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BNY Mellon’s Parkin: The changing nature of retirement advice
Richard Parkin, head of retirement at BNY Mellon IM, outlines how client relationships have evolved
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FCA enforcement investigation proposal is ‘radical departure’ from norm, warns AIMA
In response to FCA’s proposal to release enforcement investigation information before a decision is made
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Brooks Macdonald partners with mental health charity for sportspeople
Wealth manager joining forces with Sporting Wellness
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Downing’s Paget: Flock towards global ‘titans’ will be seen as ‘collective hysteria’
Domination of mega caps has ‘never continued indefinitely’
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LGIM launches MPS for IFA firm Apollo IM
Five tailored model portfolios options across risk levels
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A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier