SJP partners with Dynamic Planner on client risk profiling
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers and 7,500 support staff
News
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IA: Net retail outflows slow to £1.6bn in 2024
UK equity funds suffer £783m in net retail outflows
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Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
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Will the ‘year of the snake’ be prosperous for investors in Chinese stocks?
The return of Donald Trump to the White House complicates the picture
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Calastone: Investors pull £1bn from UK equity funds despite FTSE highs
European and Asian funds also suffered net outflows in January as North American funds continue to appeal
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Candriam’s Niven: How bond investors can thrive in volatile fixed income markets
Bond markets have become more volatile in recent years, but there are opportunities for dynamic investors, writes Jamie Niven
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IBOSS partners with Mabel Insights
IBOSS will integrate Mabel’s MPS data into its offering
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BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase
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Treasury AI in financial services inquiry ‘an opportunity’ for advisers
Provision of financial advice is already being impacted by AI
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The Lang Cat rolls out platform switching tool
Assists in demonstrating fair value and client suitability
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Aviva Investors launches Venture & Growth Capital LTAF
Aviva LTAF to operate with a UK bias
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Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked