Advisers say digital wealth managers pushing them into retirement
Researchers working for Investec Wealth & Investment quizzed 100 IFAs and financial planners
News
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Hargreaves Lansdown adds £1.1bn Schroder Income fund to Wealth Shortlist
Fund is managed by Kevin Murphy and Andrew Evans
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FCA planning to announce investigations and speed them up
Decisions would be taken on a case-by-case basis
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Quilter adds pair of firms to adviser network
Sports Media and Entertainment Wealth Management and Holroyd Wealth Management join
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Standard Life and Fidelity join forces on smoothed fund for advisers
‘Strategic partnership’ formed to create the new offering
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LSEG: Bond funds pull in €29.7bn in January
BlackRock, HSBC, JP Morgan among the best-selling European fund providers
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Square Mile’s Romer-Lee named Titan AM co-CEO
Regulator approved Titan’s acquisition of Square Mile on Friday
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Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing
Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs
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Wealth Club launches managed portfolio service
Managed by head of research, Jonathan Moyes
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Clients ‘outliving their savings’ tops advisers’ list of concerns
71% of 200 advisers interviewed pointed to this as a major issue
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PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs
Evelyn Partners adds to its Guildford office
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SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services