PEOPLE MOVES: Quilter Cheviot, the CISI, Evelyn Partners
Alan McIntosh has rejoined the business
News
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Sustainable funds suffer worst quarter of outflows on record
Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
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Pensions minister says 13 million pension pots to be consolidated
‘There are now more small pension pots in the UK than pensioners’
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Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
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Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
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Markets rally as hopes of US – China trade deal rise and Powell threat subsides
Prompted by latest comments from President and Treasury Secretary
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Shackleton to offer tailored financial planning to clients with life-changing injuries
Move facilitated by the acquisition of IM Asset Management
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Two-thirds of advice firms plan to invest more in AI
Biggest opportunities are in simplifying the advice process, enhancing compliance efforts and improving marketing and lead generation
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IHT take jumps again as annual total reaches £8.2bn
An increase of 10.8% on the same period between 2023 to 2024
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Quilter sees 181% jump in Q1 net inflows
But warns continued market volatility may affect full-year results
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Marlborough launches bespoke portfolios for advisers’ high-net-worth clients
Developed by Edward Kennedy
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Safe haven no more? ‘US Treasuries are behaving like distressed assets’
Investors react to President Trump’s war on global trade by turning their backs on US assets… as well as equities and cryptocurrencies