07/11/2023
One Four Nine makes first acquisition under new CEO
With the addition of Rainbird to the One Four Nine family, the Group now has a total of 33 advisers serving 4,300 clients, managing £1.4bn of client assets.
Alternative Investments
07/11/2023
What’s behind the death of advisory investment management?
This trend has paralleled the gradual decline of individual advisers selecting funds for their clients, especially portfolios of single-strategy funds.
07/11/2023
AJ Bell: 2023 'on track' to be third best year for cash returns from FTSE 100
Dividend Dashboard
07/10/2023
Private sector growth quickening as year goes on, report suggests
The upturn across Scotland also surpassed that seen at the UK level, placing it third in the UK regional rankings table behind London and the South East.
07/10/2023
Turning an empty ISA into a £78,523 yearly second income!
Just £200 a month, the equivalent of just £6.60 a day
07/10/2023
Square Mile launches six passive model portfolios
Ahead of Consumer Duty
07/10/2023
UK listings slow amid 'headscratcher' market valuations
Small caps last year had a tough time last year, which expanded the valuation disconnect between small and large-cap stocks, and while there has been a change-around this year, we still cannot believe some of the valuations.
07/10/2023
ShareAction issues industry guidance to hold asset managers to climate pledges
RI Standards and Expectations
07/10/2023
Sovereign wealth funds suffer negative returns for first time in a decade
Invesco research
07/07/2023
Aegon begins share buyback program
Aegon will engage a third party to execute the buyback transactions on its behalf.
07/07/2023
UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
07/07/2023
Key ESG funds failing to deliver value at LGIM
The Future World Sustainable range was under particular scrutiny in the value assessment as the poor returns of some funds saw performance targets dialled back.
07/07/2023
Key ESG funds failing to deliver value at LGIM
The Future World Sustainable range was under particular scrutiny in the value assessment as the poor returns of some funds saw performance targets dialled back.
07/06/2023
18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
07/06/2023
The basics of bonds
With signs that bonds might bounce back, we’ve created a refresher on what bonds are, their characteristics and their position within portfolios.
07/06/2023
Seccl launches drawdown Sipp
It provides advisers who use Seccl-powered platforms with a flexible way of supporting their decumulation clients.
07/05/2023
La Banque Postale and Aegon extend their partnership in asset management
The partnership extension comes at an exciting time for LBP AM as it completes the acquisition of La Financière de l’Echiquier.
07/05/2023
Swissquote Launches New Investment and Saving Solution
The new solution offers up to 2% interest on cash deposits.
07/05/2023
DWP launches online Midlife MOT for older workers
Minister for Employment, Guy Opperman, said he would encourage older people in particular to see what the midlife MOT can offer them.
07/05/2023
Standard Life completes £1 billion buy-in transaction with Chubb Pension Plan and Chubb Security Pension Fund
Having prepared well, and being willing to move quickly, the Trustees were able to ensure a favourable outcome for their members.