Latest Stories
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Industry
PEOPLE MOVES: Quilter Cheviot, the CISI, Evelyn Partners
Alan McIntosh has rejoined the business
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Industry
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Even long-standing support from Europe was retracted, marking the region’s first quarter of divestment since 2018
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Industry
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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Industry
Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
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Investment
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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Investment
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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Industry
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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Industry
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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Industry
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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Industry
Quilter sees 181% jump in Q1 net inflows
But warns continued market volatility may affect full-year results
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Industry
Marlborough launches bespoke portfolios for advisers’ high-net-worth clients
Developed by Edward Kennedy
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Investment
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
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Industry
Fears over IHT and pensions prompt advice demand
Flagstone’s latest poll of UK financial advisers shows an increase in demand for advice from both existing and new clients
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Industry
Evelyn Partners hires former Paddy Power Betfair CFO
Alex Gresh has led multiple firms through transitional stages such as Cazoo and Sportsradar
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Industry
Cuts to IHT relief on AIM shares set to make gifting more attractive
Will raise an additional £110m a year for HMRC
Analysis
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Investment
UK remains least popular market despite mounting disdain for US equities
Investors removed £1.4bn from UK equity funds in February while adding £496m to increasingly volatile US funds
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Industry
Alpha FMC: Regulation, AI and private markets to shape asset & wealth management growth
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
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PAA Analysis
Analysis: Are springs of hope emerging for UK equities?
After last week’s Spring Statement, is the case for holding the unloved asset class improving?
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PAA Analysis
Analysis: Gloomy OBR forecasts expected to dampen chancellor’s Spring Statement
Economists believe key economic variables will continue to work against Rachel Reeves’ fiscal rules well into the Autumn
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Investment
Why investors should stay the course with sustainable energy
Key structural tailwinds suggest that patient investors could be rewarded in the years ahead, writes Jake Moeller
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PAA Analysis
Analysis: Faith in equity income stocks starts to pay dividend
Signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
Multi-Asset
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Investment
Iboss: Why fund selection matters more than ever
Iboss’ Chris Rush discusses how investors can deal with extreme dispersion in fund returns
-
Investment
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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Investment
Eyes on AI as investors look for clues on market recovery
Sentiment on the tech giants will be important in gauging the market’s direction
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Investment
Tariffs mask an inconvenient and uncomfortable truth
Alan Bartlett, partner at Goodhart Partners, argues the tariff turmoil is just one manifestation of something deeper
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Investment
Evelyn Partners’ MPS exits L&G and Artemis corporate bond funds to buy Gilts
On the equities side, the MPS has trimmed down UK exposure
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Investment
Square Mile: Income most-researched outcome for advisers in Q1
Searches for income-related strategies accounted for 42.3% of all views
Industry
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Industry
PEOPLE MOVES: Quilter Cheviot, the CISI, Evelyn Partners
Alan McIntosh has rejoined the business
-
Industry
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
-
Industry
Pensions minister says 13 million pension pots to be consolidated
‘There are now more small pension pots in the UK than pensioners’
-
Industry
Probate delays and IHT demands forcing advice clients to sell investments
Some clients even had to borrow money
-
Industry
Shackleton to offer tailored financial planning to clients with life-changing injuries
Move facilitated by the acquisition of IM Asset Management
-
Industry
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
Best Practice
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Best Practice
Advice will need to be more holistic than ever
Dynamic Planner’s Chris Jones argues for a clear delineation and step up from targeted support to advice
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Best Practice
FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
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Best Practice
Beyond Finance Awards: Winners revealed!
The awards recognise those who are driving positive change through philanthropic endeavours and commitment to diversity and inclusion
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Industry
IFAs warned not to delay succession planning
Research reveals only 31% of IFAs see it as ‘vital’
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Best Practice
Why now is the right time for FCA review of model portfolios
Areas expected to be covered include assessments of value, writes Sparrows Capital’s David Ogden
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Industry
Navigating IHT: What advisers need to know about the latest changes
Triple Point’s Diana French on why a financial adviser’s role in a client’s estate planning is more important than ever