20 Sep 2019 Tilney and Smith & Williamson merger
Tilney’s merger with Smith Williamson has been labelled a “game-changing tie-up” which will enable it to compete with...
// Articles & Mentions
Date
06 Sep 2019 Active funds underperform index trackers
Active funds part of “best-buy” lists have underperformed equivalent passive funds...
27 Aug 2019 Schroders Personal Wealth IT glitch ‘not unexpected’
Schroders and Lloyds Banking Group has faced widespread staff complaints over IT problems....
23 Aug 2019 What does genuine E S or G look like in a fund?
Bella has 18 years’ experience in the research and analysis of the UK, European and Asian asset management industries....
21 Aug 2019 Lord Digby Jones at PA360 North
The former minister of state for trade & investment Lord Digby Jones will present the closing keynote at PA360 North...
16 Aug 2019 New business on platforms at lowest level in 7 years
Investor caution saw platforms attract the lowest level of net inflows in seven years in the second quarter of 2019...
08 Aug 2019 Woodford damage to Hargreaves splits analysts as new business falls
Neil Woodford’s suspended equity income fund has had a minimal impact on Hargreaves Lansdown’s bottom line...
03 Aug 2019 Why being a slave to best-buy lists is a bad idea
Investors choosing active funds from leading platforms’ best-buy lists are doing no better than those who pick a typical passive fund that simply tracks a index...
02 Aug 2019 The Lifetime Isa: three ways to invest
I stare at my screen with mixed feelings. I can’t quite believe the sum now sitting in my Lifetime Isa: over £10,000.I’m proud that I ...
25 Jul 2019 Jacob Rees-Mogg exit from Somerset
Jacob Rees-Mogg’s contribution to the investment industry, as he steps back from Somerset Capital Management to take up a role in cabinet, has been described as...
25 Jul 2019 AJ Bell assets pass £50bn
AJ Bell has seen its assets under administration (AUA) break through the £50bn mark in the three months to 30 June....
18 Jul 2019 Will Schroders be a ‘breeding ground’ for independent advice?
A platform consultancy has argued the recruitment drive at Schroders Personal Wealth could be a “breeding ground” to train up the next generation of advisers...
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