Professional Adviser www.professionaladviser.com Time and patience: Will the British ISA revitalise UK equities? <img alt="Time and patience: Will the British ISA revitalise UK equities?" src="https://www.professionaladviser.com/api/v1/wps/8d6b473/f7e6d276-0fa3-4529-9043-5210d9d8c213/8/Uk-parliament-185x114.jpg" /> <p><!--summary start--> Will the British ISA be enough to reignite domestic investor interest in UK equities or have they fallen out of love with the home market? Priscilla Chueng explores the issues... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8d6b473/f7e6d276-0fa3-4529-9043-5210d9d8c213/8/Uk-parliament-185x114.jpg https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities Thu, 28 Mar 2024 07:39:24 +0000 Advisers expecting more of asset managers since Consumer Duty <img alt="Advisers expecting more of asset managers since Consumer Duty" src="https://www.professionaladviser.com/api/v1/wps/bab1f42/bd5b2a8d-bfc9-4eb5-95fe-91556728d4f6/9/Andrzej-Pioch-1-roi-1-185x114.jpg" /> <p><!--summary start--> Advisers are expecting more from asset managers since the introduction of the Consumer Duty regulation last summer, according to Legal & General Investment Management (LGIM). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/bab1f42/bd5b2a8d-bfc9-4eb5-95fe-91556728d4f6/9/Andrzej-Pioch-1-roi-1-185x114.jpg https://www.professionaladviser.com/news/4190451/advisers-expecting-asset-managers-consumer-duty https://www.professionaladviser.com/news/4190451/advisers-expecting-asset-managers-consumer-duty https://www.professionaladviser.com/news/4190451/advisers-expecting-asset-managers-consumer-duty Thu, 28 Mar 2024 06:45:22 +0000 Fears tech limitations could stall MPS on its upward trajectory <img alt="Fears tech limitations could stall MPS on its upward trajectory" src="https://www.professionaladviser.com/api/v1/wps/b3c54e9/cca7033a-e2ea-4207-baa9-0eaaac448e75/4/iStock-1470968070-185x114.jpg" /> <p><!--summary start--> The growing managed portfolio service (MPS) industry is likely to be faced with a bottleneck situation thanks to lacklustre technology, Legal & General Investment Management (LGIM) warns. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b3c54e9/cca7033a-e2ea-4207-baa9-0eaaac448e75/4/iStock-1470968070-185x114.jpg https://www.professionaladviser.com/news/4190437/fears-tech-limitations-stall-mps-upward-trajectory https://www.professionaladviser.com/news/4190437/fears-tech-limitations-stall-mps-upward-trajectory https://www.professionaladviser.com/news/4190437/fears-tech-limitations-stall-mps-upward-trajectory Wed, 27 Mar 2024 15:29:20 +0000 Turning 30: There has never been a more important time to utilise EIS <img alt="Turning 30: There has never been a more important time to utilise EIS" src="https://www.professionaladviser.com/api/v1/wps/78df606/63ea99a7-902f-49c9-9449-e2f8507ada8b/3/Moray-Wright-185x114.jpg" /> <p><!--summary start--> With many in the UK investor landscape looking closely at how we can galvanize the UK economy, the impact of EIS on these fledgling firms should not go overlooked, writes Moray Wright <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/78df606/63ea99a7-902f-49c9-9449-e2f8507ada8b/3/Moray-Wright-185x114.jpg https://www.professionaladviser.com/opinion/4189837/utilise-eis https://www.professionaladviser.com/opinion/4189837/utilise-eis https://www.professionaladviser.com/opinion/4189837/utilise-eis Wed, 27 Mar 2024 13:57:35 +0000 Partner Insight: Beyond 60/40 <img alt="Partner Insight: Beyond 60/40" src="https://www.professionaladviser.com/api/v1/wps/5912815/65025b92-caa9-4434-94ea-420140f25dab/2/iStock-1453953453-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5912815/65025b92-caa9-4434-94ea-420140f25dab/2/iStock-1453953453-185x114.jpg https://www.professionaladviser.com/sponsored/4183205/invesco-pa-24-byeond-60-60 https://www.professionaladviser.com/sponsored/4183205/invesco-pa-24-byeond-60-60 https://www.professionaladviser.com/sponsored/4183205/invesco-pa-24-byeond-60-60 Wed, 27 Mar 2024 06:27:20 +0000 Tatton IM named top DFM provider for advisers by Defaqto <img alt="Tatton IM named top DFM provider for advisers by Defaqto" src="https://www.professionaladviser.com/api/v1/wps/40bb688/f6a0bebe-9347-4cba-a920-351c6f6d3274/0/iStock-1345248507-185x114.jpg" /> <p><!--summary start--> Tatton Investment Management is the most recommended discretionary fund management (DFM) provider for advisers, Defaqto has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/40bb688/f6a0bebe-9347-4cba-a920-351c6f6d3274/0/iStock-1345248507-185x114.jpg https://www.professionaladviser.com/news/4189392/tatton-im-named-dfm-provider-advisers-defaqto https://www.professionaladviser.com/news/4189392/tatton-im-named-dfm-provider-advisers-defaqto https://www.professionaladviser.com/news/4189392/tatton-im-named-dfm-provider-advisers-defaqto Mon, 25 Mar 2024 15:11:06 +0000 Accessing MPS solutions via adviser platforms grows in popularity <img alt="Accessing MPS solutions via adviser platforms grows in popularity" src="https://www.professionaladviser.com/api/v1/wps/3ae5fc0/83e3fa26-b06e-4ddd-b2bd-43b2c971f6bb/3/iStock-1808015694-185x114.jpg" /> <p><!--summary start--> More than two-thirds of advisers access a model portfolio service (MPS) via an adviser platform, Defaqto has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3ae5fc0/83e3fa26-b06e-4ddd-b2bd-43b2c971f6bb/3/iStock-1808015694-185x114.jpg https://www.professionaladviser.com/news/4189224/accessing-mps-solutions-adviser-platforms-grows-popularity https://www.professionaladviser.com/news/4189224/accessing-mps-solutions-adviser-platforms-grows-popularity https://www.professionaladviser.com/news/4189224/accessing-mps-solutions-adviser-platforms-grows-popularity Mon, 25 Mar 2024 11:03:06 +0000 The clock is ticking: IFAs under time pressure as tax rules change <img alt="The clock is ticking: IFAs under time pressure as tax rules change" src="https://www.professionaladviser.com/api/v1/wps/79c92d1/dfe5cbb9-41f7-4043-9244-243a48dbcf95/3/iStock-692576860-185x114.jpg" /> <p><!--summary start--> Time pressure to implement pension and ISA reforms may impact consumer outcomes, writes Mark Rendle <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/79c92d1/dfe5cbb9-41f7-4043-9244-243a48dbcf95/3/iStock-692576860-185x114.jpg https://www.professionaladviser.com/opinion/4185097/clock-ticking-ifas-pressure-tax-rules-change https://www.professionaladviser.com/opinion/4185097/clock-ticking-ifas-pressure-tax-rules-change https://www.professionaladviser.com/opinion/4185097/clock-ticking-ifas-pressure-tax-rules-change Mon, 25 Mar 2024 07:54:32 +0000 Market Movers: BoE says rate cuts are 'in play' for MPC meetings this year <img alt="Market Movers: BoE says rate cuts are &#39;in play&#39; for MPC meetings this year" src="https://www.professionaladviser.com/api/v1/wps/349a92b/de9cf8f8-0384-408d-b89f-b1ec5bed99c5/51/iStock-1262967772-roi-4-185x114.jpg" /> <p><!--summary start--> In this live blog, Professional Adviser brings together all the relevant markets and investment news from inflation to equities and bonds and currency movements. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/349a92b/de9cf8f8-0384-408d-b89f-b1ec5bed99c5/51/iStock-1262967772-roi-4-185x114.jpg https://www.professionaladviser.com/news/4055708/market-movers-pa https://www.professionaladviser.com/news/4055708/market-movers-pa https://www.professionaladviser.com/news/4055708/market-movers-pa Mon, 25 Mar 2024 06:25:49 +0000 Advised platform assets grow but net sales slump to £1.17bn <img alt="Advised platform assets grow but net sales slump to £1.17bn" src="https://www.professionaladviser.com/api/v1/wps/6d8d1df/5e27b725-4e8e-4e35-8e7d-a160e0109a0f/2/Rich-Mayor-185x114.jpg" /> <p><!--summary start--> Advised platform asset growth has increased but net sales have slumped, according to data from The Lang Cat. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6d8d1df/5e27b725-4e8e-4e35-8e7d-a160e0109a0f/2/Rich-Mayor-185x114.jpg https://www.professionaladviser.com/news/4188086/advised-platform-assets-grow-net-sales-slump-gbp-17bn https://www.professionaladviser.com/news/4188086/advised-platform-assets-grow-net-sales-slump-gbp-17bn https://www.professionaladviser.com/news/4188086/advised-platform-assets-grow-net-sales-slump-gbp-17bn Thu, 21 Mar 2024 11:26:48 +0000 'Fundamental shift': Why transparent investing really matters <img alt="&#39;Fundamental shift&#39;: Why transparent investing really matters" src="https://www.professionaladviser.com/api/v1/wps/d349c93/80c8fad2-bf0d-42a4-b14d-fbca7f8a009d/1/Simon-Camilleri-CEO-at-Saxo-UK-185x114.jpg" /> <p><!--summary start--> It is time to establish a new standard for financial institutions and investment platforms, writes Simon Camilleri <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d349c93/80c8fad2-bf0d-42a4-b14d-fbca7f8a009d/1/Simon-Camilleri-CEO-at-Saxo-UK-185x114.jpg https://www.professionaladviser.com/opinion/4182932/fundamental-shift-transparent-investing-matters https://www.professionaladviser.com/opinion/4182932/fundamental-shift-transparent-investing-matters https://www.professionaladviser.com/opinion/4182932/fundamental-shift-transparent-investing-matters Mon, 18 Mar 2024 15:09:40 +0000 Quilter focuses on MPAA clients in latest platform update <img alt="Quilter focuses on MPAA clients in latest platform update" src="https://www.professionaladviser.com/api/v1/wps/6e91111/c2a362f6-683b-498c-886c-c317d68df9c0/4/iStock-1135492205-185x114.jpg" /> <p><!--summary start--> Quilter has put a focus on clients subject to Money Purchase Annual Allowance (MPAA) in its latest platform update. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6e91111/c2a362f6-683b-498c-886c-c317d68df9c0/4/iStock-1135492205-185x114.jpg https://www.professionaladviser.com/news/4186509/quilter-focuses-mpaa-clients-platform-update https://www.professionaladviser.com/news/4186509/quilter-focuses-mpaa-clients-platform-update https://www.professionaladviser.com/news/4186509/quilter-focuses-mpaa-clients-platform-update Mon, 18 Mar 2024 10:25:56 +0000 Investment boutique launches with adviser MPS offering <img alt="Investment boutique launches with adviser MPS offering" src="https://www.professionaladviser.com/api/v1/wps/62dc277/cd778f8f-c123-4f67-8fe2-0b2f884d5cf7/3/iStock-1286232657-185x114.jpg" /> <p><!--summary start--> Former Tees Wealth head of investment management Kieran Follis has teamed up with P1 Investment Services (P1) to launch boutique investment management firm Magellan Research & Investment (MRI). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/62dc277/cd778f8f-c123-4f67-8fe2-0b2f884d5cf7/3/iStock-1286232657-185x114.jpg https://www.professionaladviser.com/news/4186162/investment-boutique-launches-adviser-mps-offering https://www.professionaladviser.com/news/4186162/investment-boutique-launches-adviser-mps-offering https://www.professionaladviser.com/news/4186162/investment-boutique-launches-adviser-mps-offering Mon, 18 Mar 2024 08:00:07 +0000 Partner Insight: Passive and active — the case for both <img alt="Partner Insight: Passive and active — the case for both" src="https://www.professionaladviser.com/api/v1/wps/9206270/9a117443-1707-4d11-8d85-ebceb4fe7b24/13/iStock-1297370496-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9206270/9a117443-1707-4d11-8d85-ebceb4fe7b24/13/iStock-1297370496-185x114.jpg https://www.professionaladviser.com/sponsored/4181323/invesco-pa-24-passive-active-case https://www.professionaladviser.com/sponsored/4181323/invesco-pa-24-passive-active-case https://www.professionaladviser.com/sponsored/4181323/invesco-pa-24-passive-active-case Mon, 18 Mar 2024 06:31:24 +0000 Half of UK adults would consider opening a Great British ISA <img alt="Half of UK adults would consider opening a Great British ISA" src="https://www.professionaladviser.com/api/v1/wps/a5ccf78/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/3/iStock-1169479391-185x114.jpg" /> <p><!--summary start--> Half of UK adults (48%) would consider opening a British ISA, according to Opinium’s latest polling. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a5ccf78/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/3/iStock-1169479391-185x114.jpg https://www.professionaladviser.com/news/4185986/half-uk-adults-consider-great-british-isa https://www.professionaladviser.com/news/4185986/half-uk-adults-consider-great-british-isa https://www.professionaladviser.com/news/4185986/half-uk-adults-consider-great-british-isa Fri, 15 Mar 2024 11:05:47 +0000 Multi-asset sentiment indicator: Positive view on UK equities <img alt="Multi-asset sentiment indicator: Positive view on UK equities " src="https://www.professionaladviser.com/api/v1/wps/3f19954/5a3b60f4-f900-4c9d-ac1f-2616dfb69202/12/Scopic-research-185x114.jpg" /> <p><!--summary start--> Professional Adviser has once again joined with Scopic Research to share the results of its work on monitoring the sentiment of multi-asset teams towards different growth, defensive, and diversifying assets. Here, managing direcor Paul Ilott summarises the findings for Q1 2024. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3f19954/5a3b60f4-f900-4c9d-ac1f-2616dfb69202/12/Scopic-research-185x114.jpg https://www.professionaladviser.com/news/4184925/sentiment-indicator-q1-2024 https://www.professionaladviser.com/news/4184925/sentiment-indicator-q1-2024 https://www.professionaladviser.com/news/4184925/sentiment-indicator-q1-2024 Wed, 13 Mar 2024 13:15:57 +0000 Advisers positive that Great British ISA will boost savings <img alt="Advisers positive that Great British ISA will boost savings" src="https://www.professionaladviser.com/api/v1/wps/b8c8cef/ac3b4978-fb61-4570-b946-4818c84b693e/5/iStock-1339956397-1-185x114.jpg" /> <p><!--summary start--> Advisers are positive about the impact of the proposed introduction of a Great British ISA and the resulting increased tax-free allowance on ISA saving levels, according to M&G Wealth. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b8c8cef/ac3b4978-fb61-4570-b946-4818c84b693e/5/iStock-1339956397-1-185x114.jpg https://www.professionaladviser.com/news/4184026/advisers-positive-great-british-isa-boost-savings https://www.professionaladviser.com/news/4184026/advisers-positive-great-british-isa-boost-savings https://www.professionaladviser.com/news/4184026/advisers-positive-great-british-isa-boost-savings Mon, 11 Mar 2024 10:54:19 +0000 Majority of advisers think NI cut will not boost pensions savings <img alt="Majority of advisers think NI cut will not boost pensions savings " src="https://www.professionaladviser.com/api/v1/wps/644242b/0d49948b-ab65-4349-8935-70de16765395/14/iStock-1026540484-185x114.jpg" /> <p><!--summary start--> Only one in ten advisers think the National Insurance (NI) cut will lead to a boost in pensions savings, M&G Wealth has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/644242b/0d49948b-ab65-4349-8935-70de16765395/14/iStock-1026540484-185x114.jpg https://www.professionaladviser.com/news/4184016/majority-advisers-ni-cut-boost-pensions-savings https://www.professionaladviser.com/news/4184016/majority-advisers-ni-cut-boost-pensions-savings https://www.professionaladviser.com/news/4184016/majority-advisers-ni-cut-boost-pensions-savings Mon, 11 Mar 2024 10:51:05 +0000 Future of Investment Festival: Secure your place for June now <img alt="Future of Investment Festival: Secure your place for June now" src="https://www.professionaladviser.com/api/v1/wps/aa58b0a/ef10691c-eb99-4867-82a1-2f2f7c16cfdf/3/FIF24-1622-1000-1-002-185x114.jpg" /> <p><!--summary start--> Professional Adviser is welcoming registrations from financial advisers and wealth managers for its inaugural Future of Investment Festival, which will be held on 5 June in London. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/aa58b0a/ef10691c-eb99-4867-82a1-2f2f7c16cfdf/3/FIF24-1622-1000-1-002-185x114.jpg https://www.professionaladviser.com/news/4183431/future-investment-festival-secure-june https://www.professionaladviser.com/news/4183431/future-investment-festival-secure-june https://www.professionaladviser.com/news/4183431/future-investment-festival-secure-june Mon, 11 Mar 2024 08:19:32 +0000 Great British ISA may struggle to be Consumer Duty compliant <img alt="Great British ISA may struggle to be Consumer Duty compliant" src="https://www.professionaladviser.com/api/v1/wps/4ca0cf5/4e1583cd-7164-4134-9233-cc74e5b4502f/3/Cameron-Steven-Aegon-2023-185x114.jpg" /> <p><!--summary start--> The government may struggle to show the Financial Conduct Authority that the new Great British ISA is compliant with Consumer Duty regulations, Aegon has warned. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4ca0cf5/4e1583cd-7164-4134-9233-cc74e5b4502f/3/Cameron-Steven-Aegon-2023-185x114.jpg https://www.professionaladviser.com/news/4183955/great-british-isa-struggle-consumer-duty-compliant https://www.professionaladviser.com/news/4183955/great-british-isa-struggle-consumer-duty-compliant https://www.professionaladviser.com/news/4183955/great-british-isa-struggle-consumer-duty-compliant Mon, 11 Mar 2024 08:01:43 +0000 Industry disagrees with Hunt's decision to scrap non-dom tax regime <img alt="Industry disagrees with Hunt&#39;s decision to scrap non-dom tax regime" src="https://www.professionaladviser.com/api/v1/wps/41eb271/2660850f-d798-4cc0-9a38-9136b06c94ca/4/171122-Jeremy-Hunt-Autumn-Statement-CC-2-185x114.jpg" /> <p><!--summary start--> The majority (52%) of the industry believes that the non-dom tax regime should not be scrapped, a Professional Adviser poll has revealed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/41eb271/2660850f-d798-4cc0-9a38-9136b06c94ca/4/171122-Jeremy-Hunt-Autumn-Statement-CC-2-185x114.jpg https://www.professionaladviser.com/news/4183709/industry-disagrees-hunts-decision-scrap-dom-tax-regime https://www.professionaladviser.com/news/4183709/industry-disagrees-hunts-decision-scrap-dom-tax-regime https://www.professionaladviser.com/news/4183709/industry-disagrees-hunts-decision-scrap-dom-tax-regime Mon, 11 Mar 2024 07:00:02 +0000 Why investors 'can't outrun' slow-moving demographics <img alt="Why investors &#39;can&#39;t outrun&#39; slow-moving demographics" src="https://www.professionaladviser.com/api/v1/wps/47ec30a/6fa3eb68-3ed7-46ce-9a03-42204a675d5a/6/McDERMOTT-Darius-FundCalibre-2017-cropped-185x114.jpg" /> <p><!--summary start--> Long-term investors must be conscious of global demographic change, writes Darius McDermott <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/47ec30a/6fa3eb68-3ed7-46ce-9a03-42204a675d5a/6/McDERMOTT-Darius-FundCalibre-2017-cropped-185x114.jpg https://www.professionaladviser.com/opinion/4179863/investors-outrun-slow-moving-demographics https://www.professionaladviser.com/opinion/4179863/investors-outrun-slow-moving-demographics https://www.professionaladviser.com/opinion/4179863/investors-outrun-slow-moving-demographics Thu, 7 Mar 2024 11:59:15 +0000 'Helpful change' or 'political stunt'? The new Great British ISA <img alt="&#39;Helpful change&#39; or &#39;political stunt&#39;? The new Great British ISA" src="https://www.professionaladviser.com/api/v1/wps/9be2c9d/1e5f916d-d74e-49b5-993a-7656227496aa/23/chess-conflict-185x114.jpg" /> <p><!--summary start--> Jeremy Hunt’s introduction of the Great British ISA (GB ISA) in his Spring Budget yesterday (6 March) has sparked highly contentious debate, polarising industry professionals on the merits or otherwise of the move. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9be2c9d/1e5f916d-d74e-49b5-993a-7656227496aa/23/chess-conflict-185x114.jpg https://www.professionaladviser.com/news/4182846/helpful-change-political-stunt-great-british-isa https://www.professionaladviser.com/news/4182846/helpful-change-political-stunt-great-british-isa https://www.professionaladviser.com/news/4182846/helpful-change-political-stunt-great-british-isa Thu, 7 Mar 2024 09:42:39 +0000 Spring Budget 24: Ten key takeaways from Jeremy Hunt's speech <img alt="Spring Budget 24: Ten key takeaways from Jeremy Hunt&#39;s speech" src="https://www.professionaladviser.com/api/v1/wps/979a1e7/43b8fd96-73cd-4024-b2a9-cb94561d03d8/20/53570268257-98ff571d58-c-185x114.jpg" /> <p><!--summary start--> Ten of the key points from chancellor Jeremy Hunt’s Spring Budget, the last scheduled before the next general election, which is expected to take place later this year. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/979a1e7/43b8fd96-73cd-4024-b2a9-cb94561d03d8/20/53570268257-98ff571d58-c-185x114.jpg https://www.professionaladviser.com/news/4182704/spring-budget-key-takeaways-jeremy-hunts-speech https://www.professionaladviser.com/news/4182704/spring-budget-key-takeaways-jeremy-hunts-speech https://www.professionaladviser.com/news/4182704/spring-budget-key-takeaways-jeremy-hunts-speech Thu, 7 Mar 2024 05:18:17 +0000 Spring Budget 24: Chancellor unveils long-term UK growth plan <img alt="Spring Budget 24: Chancellor unveils long-term UK growth plan" src="https://www.professionaladviser.com/api/v1/wps/a2ed638/30518022-a3b7-4989-8ede-bbc99e050d60/26/Spring-Budget-2023-Jeremy-hunt-leaves-no-11-CC-185x114.jpg" /> <p><!--summary start--> Chancellor Jeremy Hunt has introduced a set of measures to boost UK long-term growth in his Spring Budget, delivered in parliament today (6 March). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a2ed638/30518022-a3b7-4989-8ede-bbc99e050d60/26/Spring-Budget-2023-Jeremy-hunt-leaves-no-11-CC-185x114.jpg https://www.professionaladviser.com/news/4182456/spring-budget-chancellor-unveils-long-term-uk-growth-plan https://www.professionaladviser.com/news/4182456/spring-budget-chancellor-unveils-long-term-uk-growth-plan https://www.professionaladviser.com/news/4182456/spring-budget-chancellor-unveils-long-term-uk-growth-plan Wed, 6 Mar 2024 14:17:04 +0000 Spring Budget 24: Hunt abolishes the non-dom tax status <img alt="Spring Budget 24: Hunt abolishes the non-dom tax status" src="https://www.professionaladviser.com/api/v1/wps/5e227e3/61fca6ad-f607-4023-b200-c95ca19ce1a0/3/iStock-183432817-185x114.jpg" /> <p><!--summary start--> Chancellor Jeremy Hunt is scrapping the tax benefitting individuals who are non-domiciled in the UK, labelling it an “outdated” policy. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5e227e3/61fca6ad-f607-4023-b200-c95ca19ce1a0/3/iStock-183432817-185x114.jpg https://www.professionaladviser.com/news/4182409/spring-budget-hunt-abolishes-dom-tax-status https://www.professionaladviser.com/news/4182409/spring-budget-hunt-abolishes-dom-tax-status https://www.professionaladviser.com/news/4182409/spring-budget-hunt-abolishes-dom-tax-status Wed, 6 Mar 2024 13:44:37 +0000 Spring Budget 24: Treasury confirms regulation of ESG ratings <img alt="Spring Budget 24: Treasury confirms regulation of ESG ratings" src="https://www.professionaladviser.com/api/v1/wps/e3e93d8/431ba54e-9831-4bac-b744-b4e61b9e8471/8/esg-sustainable-investing-230418-185x114.jpg" /> <p><!--summary start--> HM Treasury has confirmed it will regulate ESG ratings, following a year-long consultation initiated in the wake of last year's Spring Budget. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e3e93d8/431ba54e-9831-4bac-b744-b4e61b9e8471/8/esg-sustainable-investing-230418-185x114.jpg https://www.professionaladviser.com/news/4182391/spring-budget-treasury-confirms-regulation-esg-ratings https://www.professionaladviser.com/news/4182391/spring-budget-treasury-confirms-regulation-esg-ratings https://www.professionaladviser.com/news/4182391/spring-budget-treasury-confirms-regulation-esg-ratings Wed, 6 Mar 2024 13:23:04 +0000 Spring Budget 24: Hunt unveils Great British ISA following industry calls <img alt="Spring Budget 24: Hunt unveils Great British ISA following industry calls" src="https://www.professionaladviser.com/api/v1/wps/9679438/760dd4e4-616a-4f37-a0ce-84fb154aff67/26/Jeremy-Hunt-with-case-185x114.jpg" /> <p><!--summary start--> Chancellor of the exchequer Jeremy Hunt has confirmed the introduction of the widely predicted Great British ISA (GB ISA). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9679438/760dd4e4-616a-4f37-a0ce-84fb154aff67/26/Jeremy-Hunt-with-case-185x114.jpg https://www.professionaladviser.com/news/4182383/spring-budget-chancellor-unveils-great-british-isa-following-industry-calls https://www.professionaladviser.com/news/4182383/spring-budget-chancellor-unveils-great-british-isa-following-industry-calls https://www.professionaladviser.com/news/4182383/spring-budget-chancellor-unveils-great-british-isa-following-industry-calls Wed, 6 Mar 2024 13:17:24 +0000 Investment chiefs advocate regular adviser calls to navigate inflation <img alt="Investment chiefs advocate regular adviser calls to navigate inflation" src="https://www.professionaladviser.com/api/v1/wps/2e4b118/ece62ed0-22f5-4a08-a0a7-5e066740543d/3/iStock-1311598658-185x114.jpg" /> <p><!--summary start--> Chief investment officers (CIO) are calling for more regular calls and meetings with financial planners to align expectations and strategies amid challenges posed by inflation. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2e4b118/ece62ed0-22f5-4a08-a0a7-5e066740543d/3/iStock-1311598658-185x114.jpg https://www.professionaladviser.com/news/4182074/investment-chiefs-advocate-regular-adviser-calls-navigate-inflation https://www.professionaladviser.com/news/4182074/investment-chiefs-advocate-regular-adviser-calls-navigate-inflation https://www.professionaladviser.com/news/4182074/investment-chiefs-advocate-regular-adviser-calls-navigate-inflation Wed, 6 Mar 2024 07:29:01 +0000 Insourcing is 'evolution not revolution' for advice firms <img alt="Insourcing is &#39;evolution not revolution&#39; for advice firms" src="https://www.professionaladviser.com/api/v1/wps/a8b4ebc/873ba2f7-97e6-4a0e-8051-f5b8284476c2/7/Ben-Peele-185x114.jpg" /> <p><!--summary start--> Insourcing is an evolution, rather than revolution, for advice firms and their clients, according to PortfolioMetrix managing director Ben Peele. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a8b4ebc/873ba2f7-97e6-4a0e-8051-f5b8284476c2/7/Ben-Peele-185x114.jpg https://www.professionaladviser.com/news/4181649/insourcing-evolution-revolution-advice-firms https://www.professionaladviser.com/news/4181649/insourcing-evolution-revolution-advice-firms https://www.professionaladviser.com/news/4181649/insourcing-evolution-revolution-advice-firms Tue, 5 Mar 2024 14:28:51 +0000 Financial concerns steer larger advice firms away from in-house platforms <img alt="Financial concerns steer larger advice firms away from in-house platforms" src="https://www.professionaladviser.com/api/v1/wps/a6a862b/7f5af24e-7b74-4225-b338-45fcb8e2bf0f/6/iStock-1454372869-185x114.jpg" /> <p><!--summary start--> Larger advice firms are holding back from operating their own platform for mainly financial reasons, a report from NextWealth has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a6a862b/7f5af24e-7b74-4225-b338-45fcb8e2bf0f/6/iStock-1454372869-185x114.jpg https://www.professionaladviser.com/news/4181451/financial-concerns-steer-larger-advice-firms-away-house-platforms https://www.professionaladviser.com/news/4181451/financial-concerns-steer-larger-advice-firms-away-house-platforms https://www.professionaladviser.com/news/4181451/financial-concerns-steer-larger-advice-firms-away-house-platforms Tue, 5 Mar 2024 12:08:50 +0000 Woodford Equity Income fund investors set for Link payout <img alt="Woodford Equity Income fund investors set for Link payout" src="https://www.professionaladviser.com/api/v1/wps/65c1c94/265eff74-80f1-4086-b7cb-bfde5a1a172c/12/Scales-of-justice-in-courtoom-iStock-126236054-185x114.jpg" /> <p><!--summary start--> Investors in the former Woodford Equity Income fund are set to receive their first distributions from the sanctioned scheme of arrangement between creditors and Link Fund Solutions, as the scheme becomes effective today (5 March). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/65c1c94/265eff74-80f1-4086-b7cb-bfde5a1a172c/12/Scales-of-justice-in-courtoom-iStock-126236054-185x114.jpg https://www.professionaladviser.com/news/4181447/woodford-equity-income-fund-investors-set-link-payout https://www.professionaladviser.com/news/4181447/woodford-equity-income-fund-investors-set-link-payout https://www.professionaladviser.com/news/4181447/woodford-equity-income-fund-investors-set-link-payout Tue, 5 Mar 2024 11:19:44 +0000 Veteran manager duo launch Nedgroup Global Strategic Bond fund <img alt="Veteran manager duo launch Nedgroup Global Strategic Bond fund" src="https://www.professionaladviser.com/api/v1/wps/9ddfd4f/06c427f3-1b61-4eb5-aa7a-49951b5aaa88/5/iStock-693522540-185x114.jpg" /> <p><!--summary start--> Two veteran fund managers have teamed up at Nedgroup Investments and launched its Global Strategic Bond fund. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9ddfd4f/06c427f3-1b61-4eb5-aa7a-49951b5aaa88/5/iStock-693522540-185x114.jpg https://www.professionaladviser.com/news/4181134/veteran-manager-duo-launch-nedgroup-global-strategic-bond-fund https://www.professionaladviser.com/news/4181134/veteran-manager-duo-launch-nedgroup-global-strategic-bond-fund https://www.professionaladviser.com/news/4181134/veteran-manager-duo-launch-nedgroup-global-strategic-bond-fund Tue, 5 Mar 2024 08:00:17 +0000 IFA-focused DFM joins Mabel Insight's MPS comparison site <img alt="IFA-focused DFM joins Mabel Insight&#39;s MPS comparison site" src="https://www.professionaladviser.com/api/v1/wps/492d348/127a4c44-a962-4b18-b7ea-b2664e2e3051/4/iStock-1145882183-185x114.jpg" /> <p><!--summary start--> Discretionary fund manager MAIA Asset Management has signed up as a partner to Mabel insights’ model portfolio service (MPS) and multi-asset fund comparison site for advisers. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/492d348/127a4c44-a962-4b18-b7ea-b2664e2e3051/4/iStock-1145882183-185x114.jpg https://www.professionaladviser.com/news/4180883/ifa-focused-dfm-joins-mabel-insights-mps-comparison-site https://www.professionaladviser.com/news/4180883/ifa-focused-dfm-joins-mabel-insights-mps-comparison-site https://www.professionaladviser.com/news/4180883/ifa-focused-dfm-joins-mabel-insights-mps-comparison-site Mon, 4 Mar 2024 11:25:12 +0000 More advisers change platforms following Consumer Duty <img alt="More advisers change platforms following Consumer Duty " src="https://www.professionaladviser.com/api/v1/wps/97b2c9a/284cd3d9-ca50-4609-8dc0-bff406013eb9/5/iStock-1289963770-185x114.jpg" /> <p><!--summary start--> More than a third (34%) of advisers have changed one or more of their preferred platforms in the last 12 months, Defaqto has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/97b2c9a/284cd3d9-ca50-4609-8dc0-bff406013eb9/5/iStock-1289963770-185x114.jpg https://www.professionaladviser.com/news/4180878/advisers-change-platforms-following-consumer-duty https://www.professionaladviser.com/news/4180878/advisers-change-platforms-following-consumer-duty https://www.professionaladviser.com/news/4180878/advisers-change-platforms-following-consumer-duty Mon, 4 Mar 2024 11:25:03 +0000 Routine way of blending multi asset funds keeps biases impacting returns <img alt="Routine way of blending multi asset funds keeps biases impacting returns" src="https://www.professionaladviser.com/api/v1/wps/e745a6c/a57e4a23-b06b-43c7-b5e0-87de1baf4271/4/ILOTT-Paul-Scopic-Research-2020-185x114.jpg" /> <p><!--summary start--> Intermediaries are facing “unintended consequences” by blending multi asset funds together using only a past performance-based approach, according to Scopic Research. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e745a6c/a57e4a23-b06b-43c7-b5e0-87de1baf4271/4/ILOTT-Paul-Scopic-Research-2020-185x114.jpg https://www.professionaladviser.com/news/4180085/routine-blending-multi-asset-funds-biases-impacting-returns https://www.professionaladviser.com/news/4180085/routine-blending-multi-asset-funds-biases-impacting-returns https://www.professionaladviser.com/news/4180085/routine-blending-multi-asset-funds-biases-impacting-returns Fri, 1 Mar 2024 15:25:57 +0000 Evelyn MPS team takes 'tentative' steps into Baillie Gifford EM fund <img alt="Evelyn MPS team takes &#39;tentative&#39; steps into Baillie Gifford EM fund" src="https://www.professionaladviser.com/api/v1/wps/ac2616c/02c6f5c3-36a7-4b9d-9506-797a156eacab/4/iStock-1126669224-185x114.jpg" /> <p><!--summary start--> Potential improving market outlooks in Asia and the emerging markets (EM) has seen the Evelyn Partners Active managed portfolio service (MPS) team adjust its position in Baillie Gifford’s EM offering. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ac2616c/02c6f5c3-36a7-4b9d-9506-797a156eacab/4/iStock-1126669224-185x114.jpg https://www.professionaladviser.com/news/4180077/evelyn-mps-team-takes-tentative-steps-baillie-gifford-em-fund https://www.professionaladviser.com/news/4180077/evelyn-mps-team-takes-tentative-steps-baillie-gifford-em-fund https://www.professionaladviser.com/news/4180077/evelyn-mps-team-takes-tentative-steps-baillie-gifford-em-fund Thu, 29 Feb 2024 15:19:33 +0000 RSMR launches Passive Plus MPS range with five portfolios to market <img alt="RSMR launches Passive Plus MPS range with five portfolios to market" src="https://www.professionaladviser.com/api/v1/wps/fe99d3a/0fddcdd7-e99c-4030-8aa4-2d15f991c5b7/2/iStock-1778446247-185x114.jpg" /> <p><!--summary start--> Ratings agency RSMR is today (29 February) introducing its Passive Plus managed portfolio service (MPS) range aimed at advisers who prefer the simplicity and charging structure of passive funds. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/fe99d3a/0fddcdd7-e99c-4030-8aa4-2d15f991c5b7/2/iStock-1778446247-185x114.jpg https://www.professionaladviser.com/news/4180027/rsmr-launches-passive-plus-mps-range-portfolios-market https://www.professionaladviser.com/news/4180027/rsmr-launches-passive-plus-mps-range-portfolios-market https://www.professionaladviser.com/news/4180027/rsmr-launches-passive-plus-mps-range-portfolios-market Thu, 29 Feb 2024 13:51:11 +0000 Timeline portfolios go live on SS&C Hubwise platform <img alt="Timeline portfolios go live on SS&amp;C Hubwise platform" src="https://www.professionaladviser.com/api/v1/wps/06bbaa9/44d7a33e-1896-4bbd-a463-6c5d6c38fac3/2/Timeline-exec-team-185x114.jpeg" /> <p><!--summary start--> Model portfolio service Timeline is now available on the SS&C Hubwise platform. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/06bbaa9/44d7a33e-1896-4bbd-a463-6c5d6c38fac3/2/Timeline-exec-team-185x114.jpeg https://www.professionaladviser.com/news/4179539/timeline-portfolios-live-ss-hubwise-platform https://www.professionaladviser.com/news/4179539/timeline-portfolios-live-ss-hubwise-platform https://www.professionaladviser.com/news/4179539/timeline-portfolios-live-ss-hubwise-platform Wed, 28 Feb 2024 15:00:50 +0000