The latest Investment news for financial advisers and intermediaries from Professional Adviser

Estate planning

Neil MacGillivray: The double benefit of charitable gifting through a will

Legacy tax benefits

11 January 2022 • 3 min read

Investment Trusts

Industry Voice: Mission possible: How to compare funds in Volatility Managed Sector

Comparing funds in the IA Volatility Managed sector is difficult due to their myriad volatility targets. So, what happened when we built a benchmark of our own?

11 January 2022 • 4 min read

Investment

US Federal Reserve vice chair to resign amid trading scandal

Trades made during 2020

11 January 2022 • 1 min read

Investment

Premier Miton suffers net outflows from open-ended funds in Q1 AUM update

Closing AUM remained flat

11 January 2022 • 2 min read

Investment

Rathbones FUM up 25% in 2021 following net inflows and Saunderson House acquisition

Investment management arm up 12%

11 January 2022 • 1 min read

Pensions

Rules to protect value of small pots laid in parliament

£100 threshold

10 January 2022 • 1 min read

Regulation

Treasury Committee presses FCA to conclude Woodford investigation

‘As swift as possible’

10 January 2022 • 1 min read

Industry voice

Baillie Gifford appoints portfolio manager for global equity funds

Mathison has worked at BG since 2019

10 January 2022 • 1 min read

Investment

Barclays to restructure Wealth and Private Bank arms

Subject to regulatory approval

10 January 2022 • 1 min read

Investment

CEO Dirk Klee leaves Barclays Wealth for Bitcoin Suisse

Effective 1 April 2022

07 January 2022 • 2 min read

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