Will Fraser-Allen
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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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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…
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Over 20 savings providers slash variable rates reports Moneyfacts
Less than a week since the Bank of England Base Rate cut, Moneyfactscompare.co.uk reveals more than 20 savings providers have slashed variable rates.…
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The trust gap – why fee transparency is the adviser’s survival strategy
Nick Perrett, CEO of wealth management platform Prosper and Chairman of the WealthTech Alliance, highlights why he believes the “advice gap” is…
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Evelyn Partners’ index MPS range celebrates three-year anniversary with strong performance
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits…
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Top fixed bonds dip but savers can still beat inflation
The top bond rates continue on a downward trend but the leading one-year saw its smallest drop in six months. Moneyfactscompare.co.uk reveals the state…
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Markets might look calm, but Trump’s latest tariff threats on India are a reminder that the risks haven’t gone away
Markets remain calm despite rising risks, from new U.S. tariff threats on India to hawkish central banks and geopolitical tensions. Barry Jones…
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Flows in flux: investors pivot to bonds as equities lose favour
June saw a subtle but telling shift in investor behaviour. While total flows into retail funds remained marginally positive, beneath the surface the…
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Square Mile Academy of Funds: ratings round-up for July 2025
Analysts at Square Mile Investment Consulting and Research (Square Mile) conducted 26 interviews with investment professionals from 52 asset management groups during July 2025.…
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Investec says savers are seeking certainty as base rate is anticipated to fall
Investec research found that nearly two out of five savers (37%) plan to switch more cash into fixed rate accounts to beat…
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Direct platforms surge on market rebound in Q225
It was the worst possible start to the second quarter with Trump’s Liberation Day tariffs sending markets into meltdown. Thankfully, a form…
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Is this the ‘perfect storm’ for multi-asset funds?
Multi-asset investing has come a long way – and it’s showing no signs of slowing down. As Defaqto highlight in our latest Multi-Asset…
