19 Oct The best way to invest a £100,000 lump sum
Posted at 12:01h
in
A large lump sum provides the potential to spread your risk over different funds. If...
October 2019
17 Oct How to spot a next-generation advice firm
Posted at 10:12h
in
At Money Interactive, panellists were asked: what makes a next-generation advice firm?...
17 Oct Platforms still haunted by replatforming gripes
Posted at 09:00h
in
Cofunds and Ascentric are still experiencing high levels of complaints after their replatforming exercises. ...
07 Oct Will the joint venture impact Barclays’ share price?
Posted at 02:00h
in
Last month, Lloyds [LLOY] along with Schroders [SDR] revealed their plans for a new wealth management business...
20 Sep Tilney and Smith & Williamson merger
Posted at 09:57h
in
Tilney’s merger with Smith Williamson has been labelled a “game-changing tie-up” which will enable it...
06 Sep Active funds underperform index trackers
Posted at 10:00h
in
Active funds part of “best-buy” lists have underperformed equivalent passive funds...
27 Aug Schroders Personal Wealth IT glitch ‘not unexpected’
Posted at 09:00h
in
Schroders and Lloyds Banking Group has faced widespread staff complaints over IT problems....
23 Aug What does genuine E S or G look like in a fund?
Posted at 09:00h
in
Bella has 18 years’ experience in the research and analysis of the UK, European and...
21 Aug Lord Digby Jones at PA360 North
Posted at 10:00h
in
The former minister of state for trade & investment Lord Digby Jones will present the...
18 Aug When the going gets tough… Platform industry stats Q219
Posted at 13:25h
in
Against a backdrop of Brexit uncertainty, UK investors were ultra‐cautious in the second quarter. Gross sales totalled £29.6bn but net new platform business of £6.6bn was the lowest total seen since the fourth quarter of 2012. As a reminder, this was when RDR was about to be unleashed on the UK and the advice and platform industry had their heads down and working hard to get ready.
16 Aug New business on platforms at lowest level in 7 years
Posted at 08:00h
in
Investor caution saw platforms attract the lowest level of net inflows in seven years in...
08 Aug Woodford damage to Hargreaves splits analysts as new business falls
Posted at 09:00h
in
Neil Woodford’s suspended equity income fund has had a minimal impact on Hargreaves Lansdown’s bottom...