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Long read
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Fund flows bounce back post-Budget and US election
Net retail sales of investment funds returned to positive inflows of £1.6billion in November 2024, following the UK Budget and US election,…
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Advise Wise extends one-click instruction feature to Forever Legal’s later life services
Advise Wise, leading sourcing platform for later life advisers, is thrilled to announce the extension of its innovative one-click instruction feature to…
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Defaqto reveals top 10 recommended MPS investments in 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platform…
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Standard Life completes £1.5bn Plan buy-in with the Compass Group Pension Plan
Standard Life, part of Phoenix Group, has successfully concluded a £1.5bn Bulk Purchase Annuity (“BPA”) transaction with the Compass Group Pension Plan…
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Square Mile Academy of Funds: Ratings Round-Up for December 2024
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 42 interviews with investment professionals from 24 asset management groups during December 2024.…
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What rising gilt yields mean for investors
Written by Laith Khalaf, head of investment analysis at AJ Bell The bond market has taken fright from the growing sense of…
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Generative AI: What are the benefits beyond the picks-and-shovels approach?
Generative AI has become perhaps the most important technological development since the Internet, attracting hundreds of billions of dollars in capital investment…
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Fund manager insight | The Magnificent Seven: Marlborough’s MacDonald explains why investors should saddle up for diversification in 2025
Will tech giants like Alphabet, Amazon, and Nvidia retain their dominance, or fade like the sequels to the classic Western, The Magnificent…
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Real returns for private investors remain 12% below 2021 levels despite above-average returns in 2024
New analysis from Asset Risk Consultants (ARC) reveals that inflation has dented the ‘real’ value of private client portfolios despite generating above-average…
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AIC: It’s vital that shareholders vote on the future of their investment trust
The Association of Investment Companies (AIC) has written to the major retail platforms urging them to make their customers aware of the general meetings…
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Positivity on personal finances ‘jumps’ from same time last year
Aegon’s latest Financial Priorities research findings reveal that three-fifths of people in the UK are positive about their finances for 2025, which…
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Adviser insight: Truly Independent’s Katie Brinsden tells us why uncertainty demands realistic expectation management for clients in 2025
It’s a New Year but many of the challenges facing advisers aren’t exactly new. And that includes managing client expectations in today’s…
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Value of advice on the rise post-Consumer Duty
More than four in five (82%) people who have a financial adviser believe it represents ‘value for money’ – an increase of…
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Foster Denovo rings in 2025 by acquiring Verum Wealth to expand in Scotland
Foster Denovo starts the new year as it ended 2024, with another acquisition. The addition of Verum Wealth marks the firm’s seventh…
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New call tracking service to help financial services businesses drive growth and unlock ROI
Moneypenny has launched a new call-tracking service to help financial services businesses identify which marketing campaigns, ads, web pages, and specific keywords drive phone…
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Just Group partners with beyond encryption to support clients with secure communication
Just Group, the FTSE 250 leading provider of retirement income products and services, has partnered with secure digital communication provider, Beyond Encryption,…
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Brooks Macdonald strengthens its Sales and Distribution with the appointments of James Goward and Ben Johnson
Brooks Macdonald Group has announced the appointment of James Goward as Head of Sales Enablement and Ben Johnson as Head of Business…
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Hoxton Wealth strengthens UK team with addition of experienced financial planner
International financial advisory firm Hoxton Wealth has announced that Jordan Maxwell has joined the firm as a financial planner in its UK team. Jordan…
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Rockstone Compliance teams up with Acre
Rockstone Compliance, which supports brokers with a hands-on approach to regulation, is teaming up with Acre, the innovative intermediary platform, to help give…
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No Santa rally was no bad thing
Written by Paras Anand, CIO of Artemis Santa may have brought some nice presents down the chimney with him last month, but…