News

SJP will drop out of the blue-chip index later this month

Advice firms are ‘offboarding’ clients that they cannot service profitably

Advisers choose to blend multi-asset funds and MPS in client portfolios

International advice firm has acquired Devine Financial Management

Current investment management operating model ‘not fit for purpose’

'Rational decision-making is the way we build trust with clients'

Julia Dreblow: ‘There is a lot of work that needs to be done'

Firm’s fourth buy under Aviva ownership and its second in 2024

Majority of advisers surprised by their clients’ decision making

‘Long returns are overwhelmingly likely to be positive’