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News

Risk assets move back into fashion with multi-asset teams in Q3

Multi-Asset

Risk assets move back into fashion with multi-asset teams in Q3

Japanese equities continue to be most strongly favoured asset class

clock 10 September 2024 • 7 min read
State pension to increase by inflation-beating £460 next year

Pensions

State pension to increase by inflation-beating £460 next year

Triple lock sustainability remains a key issue for government

clock 10 September 2024 • 4 min read
Paraplanners lean into AI to boost client outcomes

Technology

Paraplanners lean into AI to boost client outcomes

Scottish Widows research finds paraplanners increasingly utilising AI

clock 10 September 2024 • 2 min read
Abrdn CFO Jason Windsor named as CEO

Your profession

Abrdn CFO Jason Windsor named as CEO

Jason Windsor has been in an interim group CEO role

clock 10 September 2024 • 1 min read
Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Your profession

Schroders CFO Richard Oldfield to succeed Peter Harrison as group CEO

Effective from 8 November

clock 10 September 2024 • 2 min read
MorganAsh launches client portal to disclose vulnerabilities to firms

Your profession

MorganAsh launches client portal to disclose vulnerabilities to firms

In line with Consumer Duty requirements

clock 10 September 2024 • 2 min read
FCA to allow 'temporary flexibility' on SDR naming and marketing rules

Your profession

FCA to allow 'temporary flexibility' on SDR naming and marketing rules

Extension until 2 April 2025

clock 09 September 2024 • 3 min read
Active portfolio numbers down in 'crowded' managed portfolio landscape

Investment

Active portfolio numbers down in 'crowded' managed portfolio landscape

Passive and blended portfolios have been on the up

clock 09 September 2024 • 1 min read
Four individuals face FCA ban and fine over pension transfer advice

Companies

Four individuals face FCA ban and fine over pension transfer advice

Regulator seeks collective £590,544 fine over ‘reckless disregard’

clock 09 September 2024 • 2 min read
FCA sets out improvement areas for AR oversight

Regulation

FCA sets out improvement areas for AR oversight

Regulator slams some principal firms for taking ‘bare minimum’ approach

clock 09 September 2024 • 3 min read
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