Sustainable investing
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LV= completes successful pensions dashboard connection with Origo ahead of schedule
Investment, protection and retirement specialist, LV= has successfully integrated with Origo Dashboard Connector (ODC) and is now connected to the pensions dashboard ecosystem. LV=…
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Viewpoint: Schroders’ Duncan Lamont asks what would stagflation mean for equity investors?
History suggests that in an environment of low growth and high inflation, stocks may not perform as poorly as investors fear. In…
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AJ Bell’s Ryan Hughes tells us how future interest rate cuts could create opportunities for advisers
Following today’s announcement that the Bank of England is to keep UK interest rates at 4.25% for the moment, there’s plenty for…
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Richer ageing population fuels rising demand for tailored investment support finds Rathbones
A growing number of people with larger sums to invest is driving demand for bespoke investment management services, according to new…
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Evelyn Partners’ active MPS reduces equity exposure in favour of bonds and alternatives
Evelyn Partners made ‘sizeable’ changes to its Active Managed Portfolio Service (MPS) – the first in a year – with the rebalance…
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TISA welcomes lords committee report’s focus on low financial advice uptake
The Investing and Saving Alliance (TISA) has welcomed the recognition in a new report from the House of Lords Financial Services Regulation…
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AdvisoryAI launches Colin: the AI checking all documents are compliant in minutes
AdvisoryAI, award-winning AI platform for financial advisers, continues to lead innovation in faster delivery of compliant financial advice, with the launch of…
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Emerging markets investment trusts benefitting from weak US dollar and rotation away from US
Emerging markets investment trusts are benefitting from significant tailwinds as investors reallocate some of their portfolios away from the US. Last week…
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Study reveals insurance investment managers boost private assets allocations as capital increases
A new global study from Ortec Finance among insurance investment managers shows an increased appetite for private assets on the back of…
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GBAM urges action following second academic study finding of ‘Boutique Premium’
The Group of Boutique Asset Managers (GBAM), a global network of independent specialist asset managers is urging investment consultants, fund platforms, and advisers…
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Artemis UK Future Leaders’ portfolio transition ‘effectively complete’
The new managers of the Artemis UK Future Leaders investment trust have announced the portfolio transition is “effectively complete” and the time…
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Global equity release market on track to hit $56 billion by 2035
The European Pensions and Property Asset Release Group (EPPARG) and EY have today published the third edition of its Global Equity Release Survey report.…
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Podcast #127: Insight and actions from FE fundinfo’s latest financial adviser survey, with David Scholes, Director of Wealth Sales
In this week’s episode of IFA Talk, we dig into some of the recent insights from FE fundinfo’s latest financial adviser survey,…
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Dynamic Planner’s Advice 2025 survey finds 1 in 2 firms look to segment clients ahead of Advice Guidance Boundary Review outcome
Advice 2025, a new independent survey from Dynamic Planner, the UK’s leading digital advice platform, has found that ahead of the Advice…
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Oxford Risk analysis reveals advice suitability makes up 61% of new financial Ombudsman Service’s adviser complaints
Mis-selling and suitability of advice make up 61% of all new complaints about financial advisers to the Financial Ombudsman Service (FOS), new…
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Wealth DFM Talk Podcast #1: Global markets – calm, correction, or crisis? With Columbia Threadneedle Senior Economist, Anthony Willis
We’re excited to bring you the very first episode of Wealth DFM Talk – your new go-to monthly podcast exploring the big ideas and…
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Fidelity market brief: this week’s market trends
Whilst markets remain calm despite heightened geopolitical tensions, world leaders gather in Canada for the G7 meeting. Tom Stevenson, Investment Director, Fidelity…
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Choice of savings deals and providers at a record high – Moneyfacts
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings products and providers has hit a new record high. Month-on-month average…
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Markets end the week calm on the surface, tense beneath
Written by Richard Flax, Chief Investment Officer at Moneyfarm Israel – Iran Geopolitical tensions escalated overnight as Israel attacked a number of…
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Israel strikes Iran as markets tumble: Morningstar insight
Following this morning’s news of an Israeli attack on Iran, oil prices have surged, whilst global markets are slightly down. Morningstar experts…
