Dynamic Planner launches AI-based ‘5 second’ client reports
An ‘early adopter programme’ was rolled out today, 12 February
News
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The PA Adviser Profile: Past, present and future with Yoram Lustig
In the first of a new series Yoram Lustig discusses his early career, the challenges of multi asset investing and his outlook for the adviser space
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Square Mile reintroduces Jupiter UK Dynamic Equity fund into Academy ratings
While a handful of multi-asset funds received re-ratings in the update for January
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Evelyn Partners sustainable MPS sells down four funds
Replaced by three new funds
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Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management
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Analysis: Is the reign of the magnificent seven under strain?
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants
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How are retail investors benefiting from private markets?
‘People always tell you they understand liquidity until they need liquidity,’ says Alex Funk
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FE fundinfo rates four platforms platinum for 10 years running
Quilter, Transact, Fidelity Adviser Solutions and abrdn Wrap awarded platinum for 10 years
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Brown Shipley: British HNWs investing more in markets and less in property
Survey of 4,000 high-net-worth UK adults found that 35% attribute their wealth to investment performance
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Rob Burdett to chair Beechtree Capital advisory committee
He is joined by Tom Norman-Butler, Marcus Bolitho and Will Gold
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Bank of England cuts interest rates to 4.5%
FTSE rose to a record high this morning on expectations of the 25 basis points cut
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PEOPLE MOVES: Allianz Global Investors, Hurst Point Group, Stonehage Fleming, GAM
Global head of investments to retire later this year