Short read
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Defaqto launches Consumer Duty Profiles for top 20 MPS portfolios
Defaqto has launched new independent Consumer Duty Profiles for the top 20 most frequently recommended discretionary MPS portfolios. Designed to help advisers…
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atomos buys up two regional advice firms
Financial planning-led wealth manager atomos is growing its footprint with the acquisition of two advice firms. Shore Financial Planning and Define Wealth…
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Redmayne Bentley: resilient profits amid market volatility and inflationary costs pressures
Redmayne Bentley has reported robust financial results for the 12 months ended 31st March 2023, with profits remaining resilient amid market volatility and…
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Why China will be the “wild card for disruptive growth” – the most profitable sectors for 2024
Mark Hawtin, Investment Director, GAM Investments has commented on the outlook for growth equities in 2024. He said: “When we put all…
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The outlook for sovereign bond investing in 2024 from Jupiter’s Aggarwal
In 2024, Jupiter Asset Management’s Vikram Aggarwal expects geopolitics to have a major influence. Fortunately, sovereign bond markets offer opportunities to hedge…
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Signposting vulnerable consumers is not enough to avoid potential harm, warns MorganAsh
Signposting a vulnerable client to a different organisation for help is not enough to avoid potential harm and to meet Consumer Duty…
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Jupiter Asset Management: Three Ideas for Fixed Income Investors
Matthew Morgan, Head of Fixed Income at Jupiter Asset Management recently shared his outlook for fixed income in 2024. You can find his…
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Financial services industry named second best in the UK for workplace wellness perks, new study finds
The financial services industry has emerged as the UK’s second leading sector for employee wellbeing, according to a new study. The index comprises six criteria, including gym subscriptions…
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Advisers not meeting the needs of younger clients due to lack of philanthropy knowledge
More than one in five financial advisers do not know how to offer wealthy clients support on becoming philanthropists despite surging demand among younger…
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Nationwide House Price Review and Forecast: Rapid rebound in house prices unlikely in 2024
Looking back at the housing market in 2023 and what we can expect in 2024, Robert Gardner, Nationwide’s Chief Economist, comments: “Housing…
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