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IHT planning
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Hymans Robertson urges advisers to assess impact of new sustainability regulations on their business
IFAs must understand how the FCA’s Sustainable Disclosures Requirements “SDR” impact their business, now that the Anti-greenwashing regulations and the SDR’s Naming…
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It’s a family affair
Family Building Society is carving a strong niche in support of intermediaries and the needs of their clients, all focuses on the…
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Quilter’s WealthSelect boosts US equity allocation as Trump sugar rush anticipated
Quilter’s WealthSelect Managed Portfolio Service has used its latest quarterly rebalance to increase its equity allocation to the United States following the…
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Fund Manager Insight | What’s the small cap catalyst? You’re asking the wrong question here, argues Artemis’ Mark Niznik
When it comes to successful investing in small caps – something Mark Niznik, co-manager of the Artemis UK Smaller Companies Fund, knows…
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Guest insight: Martin Currie’s Jen Mair tells us why she believes the financial services industry needs more women NOW
Jen Mair, Chair of Future Asset and CEO of Martin Currie, tells us why she thinks our industry needs to shed its…
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New US inflation data gives investment managers food for thought | Reaction
Key inflation data released in the US today has got asset managers talking, especially ahead of the second Trump Presidency which starts…
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BlackRock accelerates wealth access to private markets in Europe, Middle East and Asia Pacific
Accelerating wealth access to private markets, BlackRock has launched an innovative evergreen private markets platform for wealth investors in Europe, which is…
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Sarasin & Partners unveils low-cost investment suite with MPA Financial Management
Sarasin & Partners, the £19.6bn global thematic London-based asset manager, has joined forces with MPA Financial Management to create a bespoke suite…
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Once upon a time in the west: Sharing his latest market analysis, Simplybiz’ Fabian Wiesner tells us why there’s room for optimism
By Fabian Wiesner, Head of Distribution Partnerships, Simplybiz 2024 is nearly gone already, and if, like me, you’ve spent most of the…
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Guest blog | Novia’s Linda Johnstone reminds us of the ‘real world’ disconnect between women, wealth and financial services – and why failing to overturn it remains such a barrier
In her latest blog for IFA Magazine, Linda Johnstone, Novia Global’s Head of Investment Proposition, tells us why she believes that progress…
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IFA Talk Podcast – listen to the latest episode
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Navigating regulatory shifts and evolving charging structures in MPS
With the implementation of the Consumer Duty last year, it is interesting to consider how the various asset managers have embraced this…
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ECB set to cut rates by 25bp in December
By Michael Krautzberger, Global Chief Investment Officer Fixed Income at Allianz Global Investors Euro area data suggests that regional activity is slowing…
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Quilter Cheviot focuses on REITs in third phase of investment trust engagement
Quilter Cheviot, the wealth manager, has announced the completion of the third phase of its long-term investment trust thematic engagement, focused on…
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Exploring the role of alternatives in a multi-asset portfolio
In an insightful webinar hosted by IFA Magazine, experts from Legal & General Investment Management (LGIM) delved into the evolving role of…
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French government collapses and US economic data stir market reactions amid broader instability: analysis from Quilter’s Lindsay James
With the latest news of turmoil in France’s parliament as Prime Minister Barnier is ousted in a no confidence vote, Lindsay James,…
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AIC highlights the top performing investment trust sectors in 2024
TOP PERFORMING INVESTMENT TRUST SECTORS IN 2024: In their latest analysis, the AIC has revealed that it’s been growth capital and private…
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Outlook 2025: Trump’s agenda has economic consequences
The Jupiter Merlin team look ahead to 2025, a year which promises to be defined by the impact Donald Trump has in…
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What Trump’s win could mean for banks, autos and luxury goods
Written by Christophe Brauns, Investment Director at Capital Group President-elect Donald Trump’s victory and the potential for a vastly different regulatory environment…
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How can MPS managers navigate the Autumn Budget tax changes?
Advisers must ensure that they fully consider a client’s up to date tax position, including the changes announced in the Autumn Budget…
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Gold investors end 14 months of profit-taking as price snaps record run
Gold’s first monthly price drop since June saw Western investors buy more gold than they sold in November, snapping 14 months of…