The Oxford Cambridge Corridor Economic Growth Conference
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Evelyn Partners: AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners reveal that they generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of…
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TISA: Targeted support could ‘miss’ three out of four consumers without legislative fix to PECR and clarification of FCA rules
The Investing and Saving Alliance (TISA) has today warned that without a legislative fix to PECR and clearer non-digital rules, Targeted Support…
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Fidelity International: Why gold’s long-term case is stronger than ever
Despite sharp gains, gold continues to play a key role in portfolios, backed by resilient demand, policy uncertainty and limited new supply.…
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Moneyfacts: Savings providers and choice climb to record highs
Moneyfacts UK Savings Trends Treasury Report data shows the quantity of savings providers on the market and product choice have hit new…
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Schroders: Rate cut bets at odds with solid economic outlook
In their quarterly update, Schroders’ economists give their outlook for growth, interest rates and inflation. David Rees, Head of Global Economics, Schroders:…
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Investec Save research shows that nearly 1/3 of savers lose out by keeping cash in accounts after short-term bonuses end
Nearly a third of savers (30%) are losing out on interest by keeping money in a savings account where a short-term bonus…
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Lang cat latest shows continued strong gross advised platform sales and outflows falling again in Q2. Advisers predict strong Q3
Advised platforms saw strong AUM growth of 4.36%, with positive markets following the disruption around Liberation Day, and the best net sales…
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Why platforms are the real building blocks of value and why advisers need them more than ever | Linda Johnstone, Novia Global
Platforms might not be the most glamorous part of financial services, but as Linda Johnstone, Head of Investment Proposition at Novia Global,…
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Multi-asset funds: staying sharp in a shifting world
The multi-asset landscape has been upended by geopolitical tension, policy uncertainty, and shifting market dynamics. The old formula of simply balancing equities…
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Gravis: The Warehouse REIT auction – will we now discover its true worth?
Matthew Norris, manager of the TM Gravis UK Listed Property (PAIF) Fund, has shared his thoughts on the Warehouse REIT Auction. The…
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How financial services is evolving through feedback
Written by Jake Sandford, Head of Data and Analytics at Smart Money People July’s review data offered plenty to reflect on, not…
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Adviser insight | IFAs must make the case for independence to deputies says Rosemount FS’ Ahmed Bawa
Written by Ahmed Bawa, CEO, Rosemount Financial Solutions (IFA) There is a lot of responsibility involved with playing the role of legal…
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Bank of England faces policy pivot
Written by Mark Michaelides, chief commercial officer of lender Molo While the Bank of England’s Monetary Policy Committee’s fifth rate cut in…
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Guest insight | The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
We’ve all heard the story: UK Baby Boomers are sitting on more than £5 trillion in wealth and, over the next 20-30…
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How do fund managers talk to kids about investing?
As children prepare to head back to school, the Association of Investment Companies (AIC) has asked investment trust managers how they explain investing to…
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Support needed as volume of advisory firms and experienced advisers continue to fall
Numbers of financial advisory firms and advisers have fallen significantly since the start of 2022, especially in experienced and entry-level age groups,…
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M&G strikes a chord with $300 million Seeker music portfolio reimagining hit music
M&G’s over $300 million investment into the music publishing and record company, Seeker Music, (Seeker) showcases the role that weightless assets can…
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Two-thirds of people unaware of how bonds can help with inheritance and tax planning
Insights from investment, protection and retirement specialist LV=, reveal a significant number of people (47%) plan to pass down their wealth to…
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Paris-style treaty for plastic’ falls flat – what does it mean for investors?
Efforts to establish a global treaty limiting plastic pollution have failed, as more than 170 countries fail to reach an agreement, despite…
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Copia Capital: Why it is paying to take the long view in 2025
It’s been an eventful year so far, defined by bouts of instability. Despite this, asset classes across the board are largely in…
