Fixed Income in the News
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Multi-asset funds make their mark, finds new NextWealth report
NextWealth’s first report into the use of multi-asset funds has found that three quarters (75%) of financial advice professionals use multi-manager or…
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Felon in chief: market analysis from Close Brothers AM’s Robert Alster
Sharing his review of last week’s market events and looking ahead to what’s happening this week is Robert Alster, Close Brothers Asset…
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Is now the time for multi-asset funds? Catch up with the details from this IFA Magazine webinar with Schroders and M&G
With so much going on for advisers and across the global economy just now, it’s the perfect time to get the views…
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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
Last year’s introduction of Consumer Duty was a massive regulatory change for advisers. But what have been the main impacts of it?…
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Global HNW population & wealth back to record levels despite global instability finds Capgemini
The Capgemini Research Institute’s World Wealth Report 2024, published today, reveals the number of high-net-worth individuals[1] (HNWIs)and their wealth reached unprecedented levels…
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Worcester-based financial management firm acquired by MPA
Warwickshire-based wealth management specialist, MPA Financial Management, has successfully completed the acquisition of Worcester-based Suckling Waddington and Partners (SWP) as part of a…
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50 Investors write to Amazon expressing concerns over workers’ rights
Sustainable investment pioneer, CCLA Investment Management has sent a letter to Amazon supported by 50 investor signatories representing over $1.2 trillion in assets under…
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LCP: A quarter of trustees think fiduciary duty shift will help tackle climate risks
Data released by LCP highlights that a significant number in the industry believe that managing systemic climate risk should form part of…
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Twenty7tec’s May mortgage report reveals activity is down but promising signs for First Time Buyers
Twenty7tec, the leading adviser tech provider, has announced mortgage market statistics for May 2024 as follows: Nathan Reilly, director at Twenty7tec, says:…
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Phoenix Group launches new Climate Aware Equity Benchmarks as part of portfolio decarbonisation strategy
Phoenix Group has today launched a bespoke “Climate Aware” index series in collaboration with FTSE Russell, an LSEG business. The FTSE Phoenix…
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