Investment General
IA funds shrug off Covid-19 sell-off as retail assets return to 2019 peak
Net sales of approximately £12.2bn in Q2
Why thematics and why now? Watch Professional Adviser's webinar on demand
Powerful and transformative forces
Responsible Investment 101: What advisers need to know about ESG integration
Effectively measuring ESG factors
Responsible Investment 101: What investors need to know about impact investing
Shifting industry focus towards greater sustainability
Advisers could be 'locking in losses' for their clients during pandemic, platform data suggests
'Questions value of advice'
Half of advisers unaware of upcoming ESG regulatory requirements
184 advisers surveyed
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways
Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?
Mark Barnett's income portfolios hit with further outflows - reports
Concerns on liquidity and performance
The Share Centre acquired by Interactive investor
Creates 'group of greater scale'
7IM's Justin Urquhart Stewart to step down from co-founder role
After almost two decades
Euro weakness threatens UK income giants
UK income funds face a new threat from the eurozone crisis if the pound continues to strengthen against the single currency, leading managers have said.
Prudential set to name chairman after five-month head hunt
Insurer Prudential is set to name Paul Manduca as its next chairman after a five-month search to replace Harvey McGrath, the Telegraph reports.
Don't forget the KIIDs
REGULATION
Allianz launches four risk-rated funds ahead of RDR
Allianz Global Investors has today launched a range of four risk-graded portfolios, the Allianz RiskMaster funds.
Using collectives in retirement planning
Andy Zanelli discusses the role collectives can play in retirement planning
Jelf Group IFA arm makes small loss; cuts adviser numbers
The financial planning arm of insurance consultants Jelf Group has reported a small loss for the six months to the end of March, as the company invests in preparing for the Retail Distribution Review (RDR).
Wells Capital acquires Reeves IM
Wells Capital has acquired fellow discretionary firm Reeves Investment Management in a deal which increases its assets under management by more than £50m.
Skandia opens up Spectrum Select to more advisers
Skandia Investment Group (SIG) has opened up its Spectrum Select client reporting service to more advisers.
Mattioli Woods secures DFM approval
Wealth manager and pensions consultancy Mattioli Woods is preparing for the launch of a discretionary portfolio management service after securing investment permissions from the FSA.
Mazars: 'FSCS will foot bill of almost all Merchant Capital customers'
Just 0.1% of Merchant Capital clients owed money by Pritchard Stockbrokers will not be covered by the Financial Services Compensation Scheme (FSCS), according to Pritchard's administrators Mazars.
UBS shareholders to challenge chiefs over $77m bonus pot
UBS shareholders including F&C are set to rebel against the Swiss bank's proposed pay packages for its top executives, echoing the moves taken by Barclays shareholders last week.
Advisers 'should review risk assessment practices'
Advisers should review the way they discuss risk with clients according to research which suggests many consumers do not have a proper awareness of the potential downside of their investments.
Lloyds makes extra £375m PPI claims provision
Lloyds Banking Group has set aside an extra £375m to cater for an influx of compensation claims related to the mis-selling of payment protection insurance (PPI).
