Investments
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Legacy platform players may be left behind by newer entrants, says P1 Investment Services
A lack of agility and innovation among big names could mean the UK adviser platform market is set for a huge shake…
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Fund manager view: Why I’m wary of the US recovery – Jacob de Tusch-Lec, manager of the Artemis Global Income Fund
Jacob de Tusch-Lec (pictured), manager of the Artemis Global Income Fund, explains why the recent rally in US equities may offer investors…
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Behavioural finance can enhance personalised client advice, says Oxford Risks’ Dr Greg B Davies
If you’ve ever felt that traditional client segmentation just doesn’t quite cut it, you’re not alone. And if you’re anything like us,…
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Evelyn Partners launches Cash & Cautious Bond strategy into the financial adviser market
Evelyn Partners announces today the launch of its Cash & Cautious Bond strategy into the financial adviser market. This active discretionary portfolio…
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M&G commits private markets expertise to power UK growth through new Mansion House Accord
M&G has reported that it has reaffirmed its commitment to UK economic growth by becoming a signatory to the Mansion House Accord,…
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Direct platforms deliver tour de force in Q125 finds Fundscape
It was a stuttering start to the year for as markets navigated geopolitical tensions and mixed economic data. The golden child of…
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Estate planning with Family Investment Companies – controlled wealth transfer
As we approach the ‘Great Wealth Transfer’—the largest generational wealth transfer in history—and navigate an increasingly complex tax landscape, estate planning has…
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Common misconceptions about wills and law of succession revealed
New research from Canada Life reveals that many UK adults are misguided in their knowledge about estate planning, wills and the laws of…
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Rathbones research reveals retirement planning drives demand for bespoke investment services
Almost all (97%) independent financial advisors surveyed expect demand to rise for bespoke portfolios managed by third party wealth managers, due to…
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ARC benchmark MPS Index goes live with performance data back to 2013
The new indices, which are free for IFAs, track performance from 2012 and include model portfolios on adviser platforms together with funds…
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