Tillit removes five funds following manager shifts
Two funds remained in universe following review
News
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Morningstar: ESG funds are cheaper than conventional strategies
Funds that converted to ESG strategies lowered their costs by 20 basis points on average
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The challenges of the British Isa
Simplify Consulting’s Jayne Brown looks at whether, despite the political fanfare, there really is a strong business case for the British Isa
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Andrew Shepherd to retire as Brooks Macdonald group CEO
CFO Andrea Montague will become group CEO from October this year, subject to regulatory approval
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Morningstar: Europe-domiciled equity funds register €30bn net inflow in May
Best month for the asset class so far this year
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PEOPLE MOVES: Square Mile, Tellworth, State Street
Square Mile snaps-up former BMO multi-asset manager
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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