News

Investment performance has an impact but not most critical factor in advice

PwC: AI to drive revenue growth in asset management

Higher than the £363m anticipated

Adviser-client misalignment found when it comes to investment performance

Budget scrapped valuable IHT reliefs for agriculture and business assets

Assets under influence grew 26% year-on-year

FCA CEO term to end next year

Most client allocations to private markets are either 5%-10% or 1%-5%

Renaming remaining portfolios to reflect level of investment risk

Craig Buchan and Martin Cooke fined around £6,000 each