Advisers Advisers Company news People moves Nucleus appoints two new non-executive directorsBy Dan Cooper Nucleus Financial Platforms has appointed two new non-executive directors to its board.…
1 Investments Business Investments UK at risk of losing sustainable investment rankingBy Darius McQuaid A new report has indicated that the UK is in danger of…
2 Business Advisers Business Does disclosing fees online win or lose clients?By Phil Bray A few weeks ago, I chatted with an adviser who told me…
1 Investments Investments Passives Robin Powell: Important warning on new active ETFsBy Robin Powell The hype around active ETFs is just a distraction from the bigger…
Protection Protection LifeSearch partners with Trinity on protection offering for veteransBy Momodou Musa Touray LifeSearch has partnered with specialist military insurer Trinity to provide a range…
In Conversation with Advisers In Conversation With… Emma Collins, Partner at WeightmansBy Kimberley Dondo In this episode of “In Conversation With”, Kimberley Dondo talks to Emma…
Advisers Advisers Standard Life sets out plan to tackle financial vulnerabilityBy Dan Cooper Standard Life is calling on the financial services sector to come together…
Investments Advisers Company news Investments Investors and wealth managers turn attentions to yieldsBy Dan Cooper Professional investors and wealth managers are switching their focus to yields over…
Protection Advisers Business Protection Emma Thomson: Out of sight, out of mind? That’s letting clients downBy Emma Thomson Many advisers lack an effective strategy to support existing protection clients
1 Investments Investments Long live the 60/40 portfolio?By Stuart Ritchie The shift away from the traditional 60/40 portfolio has been a topic…
The Morning Briefing Advisers The Morning Briefing: UK at risk of losing sustainable ranking; important warning on new active ETFsBy Darius McQuaid Good morning and welcome to your Morning Briefing for Wednesday 15 May…
Platforms Advisers Business Investments Platforms Parmenion appoints development director from Seccl By Momodou Musa Touray Adviser platform and DFM provider Parmenion has appointed Kim Campbell as commercial…
Protection Protection Roger Edwards: The power of the earworm – protection advertising needs a hitBy Roger Edwards The other day, my car radio blasted out an 80s synth-pop song…
1 Advisers Advice on cash surges nearly 50% in three yearsBy Dan Cooper Two thirds (66%) of UK independent financial advisers and wealth managers are…
Investments Advisers Business Investments Regulation Greg Moss: A perfectly imperfect approach to risk profilingBy Greg Moss The Financial Conduct Authority’s much anticipated retirement income review, which dropped in…
6 Regulation Advisers Business Distribution Regulation Technology Leader: FCA to rein in ‘finfluencers’ on social media. Will it be thumbs up or thumbs down?By Momodou Musa Touray This is a welcome intervention by a regulator playing catch-up with a…
1 Investments Investments Trevor Greetham: Why we’re reducing risk assetsBy Trevor Greetham Global equity markets enjoyed a strong start to 2024, building on positive…
6 Business Advisers Business Regulation Leader: Deciding how best to charge for adviceBy Dan Cooper In a post-Consumer Duty world where price and value are being forensically…
1 Advisers Advisers Weekend Essay: How important is ‘passing trade’?By Amanda Newman Smith There’s an indoor market near where I live that sells a bit…
MMTV Advisers Money Marketing Weekly Wrap-Up – 06 May to 10 MayBy Kimberley Dondo Your Money Marketing Weekly Update! This week’s featured highlights include the evolving…
MMTV Advisers Money Marketing Weekly Wrap-Up – 29 Apr to 03 MayBy Kimberley Dondo Check out this week’s top stories from Money Marketing! This week’s featured…
MMTV Advisers Money Marketing Weekly Wrap-Up – 22 Apr to 26 AprBy Kimberley Dondo Explore the newest top stories from Money Marketing! This week’s featured highlights…
MMTV Advisers Money Marketing Weekly Wrap-Up – 15 Apr to 19 AprBy Kimberley Dondo Discover the latest top stories from Money Marketing! This week’s highlights include…
1 Investments Investments Turning point? Scenario planning should cash be dethronedBy Fabio Angelini For more than a decade during the ultra-low interest rate period after…
Advisers Advisers Business 10 best podcasts for aspiring advisersBy Maria Nicholls Today’s fast-paced way of life has seen podcasts explode, taking content consumption…
Pensions Pensions Regulation Claire Trott: Lost in post-lifetime allowance quagmireBy Claire Trott As we try and settle into the new post-lifetime allowance (LTA) world,…
Advisers Advisers Business Living with autism as a financial adviserBy Amanda Newman Smith Colour was an interesting theme for this year’s Autism Acceptance Week, which…
Investments Advisers Business Company news Distribution Investments MM Meets… Andrea Montague: ‘Every business needs to focus on the areas it’s good at’By Lois Vallely The Brooks Macdonald CFO discusses listing a 250-year-old firm, being on the…
5 ESG Business ESG Investments MM Meets… Jasper Berens: ‘I thought: this is the moment’By Lois Vallely CCLA’s Jasper Berens recalls the event that fortified his decision to move…
Investments Advisers Business Investments MM Meets… Tyndall Investment Management CEO Alex Odd: ‘I had no ambition at all to run a business’By Darius McQuaid The firm, which the CEO founded almost by accident, believes in asking…
1 Royal London Unlocking opportunities and navigating challenges: advising high net worth clients on protectionBy Caitlin Jordan Jon Fuller, Head of Specialist Protection at Royal London, considers the nuances…
Fidelity International Why bond investors should be thinking about durationBy Caitlin Jordan Kris Atkinson and Shamil Gohil, portfolio managers of the Fidelity Short Dated…
Fidelity International Why short-dated corporate bonds are a natural next step for cash investorsBy Caitlin Jordan With holders of cash potentially about to be caught out by cuts…
Fidelity International Investment grade credit: The sweet spot in fixed income?By Caitlin Jordan With rate cuts looking increasingly likely, could fixed income investors benefit from…
Fidelity International In a passive dominated market, why consider active for short dated bonds?By Caitlin Jordan As markets reach an inflection point in the interest rate cycle, investors…
Fidelity International The best of both: blending active and passive strategiesBy Caitlin Jordan While the ‘active versus passive’ debate so often claims headlines across our…