Defaqto names former Octopus marketing head as CSO
Sally Boyle has also joined the board and leadership team
News
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FCA accuses Blackburn-based man of defrauding 240 investors
A total of £19m allegedly taken in by the scheme
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IHT take hits £5.7bn as government mulls changes in the Budget
Average bill on course to be £239,000 in the current tax year
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Morningstar: European fund giants suffer outflows in December 2023
European-domiciled funds as a whole attracted a net €49bn in 2023
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AJ Bell ups bonds exposure and cuts weighting to US equities
Firm reveals asset allocation changes in latest review
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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Söderberg & Partners continues push into the UK
Swedish firm’s seventh acquisition described as one of the biggest to date
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election
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Why investors need to take outlooks with a pinch of salt
SJP’s Justin Onuekwusi questions if investment outlooks encourage the right behaviours
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AJ Bell advised customers reach 161,000 as assets jump to £76.2bn
Total customers rose 12% in the year to reach 484,000
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Morningstar: Equity funds leak £18bn in second-worst year on record for outflows
Money market funds were the only asset class to achieve positive net flows in 2023
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Columbia Threadneedle Fund Watch: 39 funds achieve top-quartile gains over three years
33 more top-performing funds than in Q4 2022