04/05/2022
CISI launches Future Foundation
The CISI Future Foundation will offer funding to partner with existing organisations
Alternative Investments
04/04/2022
Yay! I had forgotten all about my £40K pension’
More than £19 billion is languishing in unclaimed pensions.
04/04/2022
Boutique adviser eyeing SME deals market
RMD became something of a by-word for young and rebellious anti-traditionalism that is nowadays more likely to be found in the tech and creative sectors.
04/04/2022
Morningstar downgrades ARKK ETF to ‘negative’ stance and brands Wood’s approach a ‘liability’
Morningstar's Greengold said there are few signs of improvement after "wretched" losses
04/04/2022
R&M shareholders vote in favour of takeover
Shareholders also voted for the sale of the firm’s US solutions business to Agilis for $8.6mn (£6.55mn).
04/04/2022
SimplyBiz adds firm with 32 advisers to mortgage club
SimplyBiz claims to support around 4,000 mortgage intermediaries across the UK.
04/04/2022
AJ Bell and S&P: Only 50% of sterling-denominated funds survived over last decade
Older funds charging more
04/01/2022
Average house prices rise to £265k but cost of living crisis may slow growth in future
House prices have risen once again but doubt has been cast on how long this can last
04/01/2022
How to claim £1,000 up to cashback from Halifax if you borrow money for energy efficiency improvements
Bank says it hopes scheme will encourage people to consider making their homes greener
03/31/2022
Hedgeweek announces winners of Hedgeweek European Awards 2022
The manager categories cover a wide spectrum of investment strategies and fund types
03/30/2022
FE fundinfo expands footprint on the continent
The announcement follows a period of rapid organic and inorganic growth in Europe for FE fundinfo.
03/30/2022
HSBC AM Launches Listed Infrastructure Equity Team Led By AMP Veteran
HSBC AM is strongly aligned with our commitment to delivering excellent investment returns to clients, while promoting sustainable investing
03/30/2022
Foresight Wealth Strategists buys Bury-based IFA
Adds £35m AUM
03/30/2022
Deutsche Bank successfully completes issuance of Additional Tier 1 capital instruments
The applicable interest rate will be reset at five year intervals starting on 30 April 2029 on the basis of the then prevailing 5 year Euro swap rate plus the initial credit spread of 5.692% per year.
03/29/2022
Aviva: ‘Succession advisers will decide platform fate’
When Aviva started out with its platform, ‘Aviva Adviser’, it was a “filler” or a “second platform”, according to Marsden.
03/29/2022
Nucleus sold to a new PE firm
It was largely down to culture and people as well as a client focus.
03/29/2022
LV’s profits fall to £31mn as new business grows
The mutual’s Smoothed Managed Funds - which are expected to become the “dominant part” of its overall with-profit fund - doubled inflows to £437mn.
03/29/2022
French boutique shifts fund range to entice wider market
Paris-based group shifts from domestic-domiciled model to a Sicav approach in bid to build non-French investor base.
03/29/2022
McKay Securities Gets Offer Approach From Slate Asset Management -- Update
McKay said that if an offer were to be proposed it would consider it, but cautioned that there is no certainty one would be forthcoming, nor as to the terms of any proposal.
03/29/2022
L&G UK Property reduces spread due to 'low likelihood' of property purchases
‘Continued net redemptions’