Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’
News
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Dynamic Planner adds Omba MPS to risk ratings
Eight Omba portfolios are now profiled
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BNY Mellon’s Parkin: A natural response to the FCA’s retirement review
Advisers need to utilise a suite of solutions to meet clients’ needs, writes BNY Investments’ Richard Parkin
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AJ Bell: The five key trends driving UK and US shares
Valuations are rich but there are reasons to believe further gains are coming
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EuroFSS: UK fund selectors reduce exposure to private equity
While investments in private equity grow across Europe
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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The importance of Big Data in financial advice
Jason Dewar, head of research at Dynamic Planner, explains its increasingly crucial role
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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