Caroline Flagg: Is it time for investors to look beyond London?
It has been a good few months for Manchester. Oasis has announced another world tour, with 11 dates in their home city. Then, in July, the prime minister opened No 10 North in Manchester, the first...
View ArticleSJP’s former head of AI joins W1M
The fomer head of AI at St James's Place (SJP) has joined W1M in the same role. Wenyu Bai, who has more than 18 years of experience across wealth management, pension investment consultancy, and AI and...
View ArticleUK economic resilience aids Burnham’s ‘good vibes’ mantra
The UK economy showed steady growth in the second quarter, with GDP rising by 0.5%, supported by a 0.6% increase in services output, according to the latest figures. The construction sector increased...
View ArticleFCA opens authorisation process for crypto firms
The Financial Conduct Authority (FCA) has opened its authorisation process for crypto firms, marking a major step towards bringing the sector into full UK regulation. From today, cryptoasset firms can...
View ArticleT Rowe Price: Why the risk/reward continues to favour equities
Equity markets have remained resilient in recent months, despite bouts of volatility and ongoing geopolitical uncertainty. When looking at the near-term prospects across asset classes, we see several...
View ArticleHNWIs rethink retirement and inheritance plans amid tax fears
Wealthy investors are reassessing their retirement and estate-planning strategies amid growing concerns about potential tax changes, according to new research from wealth manager Saltus. The latest...
View ArticleThe Morning Briefing: Liontrust enters acquisition agreement with Hawksmoor...
Good morning and welcome to your Morning Briefing for Wednesday 30 September 2026. To get this in your inbox every morning click here. Liontrust enters acquisition agreement with Hawksmoor Investment...
View ArticleMatt Storey: With the new IHT rules, is your provider providing?
April 2027 and the new IHT regime are about seven months out. Everyone is aware, but is everyone ready? My regular readers (all three of you) will know the drill by now. I moan (about platforms,...
View ArticleLiontrust enters acquisition agreement with Hawksmoor Investment Management
Liontrust has entered into an asset purchase agreement with Hawksmoor Investment Management, a subsidiary of Shackleton Advisers. It intends to acquire the fund management and model portfolio services...
View ArticleFinancial planning for death is ‘love made practical’, says Zurich
The majority of UK adults are worried about how loved ones will cope after they die, and yet almost half haven’t put a will in place. This is according to new research from Zurich Insurance, which...
View ArticleTriple-lock reform raises questions over retirement planning
The government’s decision to replace the state pension triple lock with a double lock from 2030 has prompted mixed reactions from the pensions industry. Prime minister Andy Burnham confirmed today (29...
View ArticleBurnham pledges to drop pension triple lock from 2030
Prime minister Andy Burnham has confirmed plans to drop the current state pension triple lock from April 2030, after the next general election. In his first Labour Party conference speech as prime...
View ArticleQuilter’s Dave Reynolds to become Nucleus’ new CTO
Quilter's Dave Reynolds will join Nucleus Financial Platforms as its new chief technology officer (CTO) in January 2027. Reynolds will be part of the group’s executive committee and replaces Jenny...
View ArticleShelley McCarthy: The best plan is the one the client follows
The best financial plan is not always the one that looks the cleverest or most complex. If we see the production of this as a tool to demonstrate our technical skills, we may well be missing the point....
View ArticleP1 partners with PIMCO on adviser retirement portfolios
P1 Investment Management has partnered with PIMCO to launch a retirement-focused managed portfolio service for UK financial advisers. The portfolios combine P1’s discretionary management with PIMCO’s...
View ArticleLeader: Platform transfers are a pain point advisers can no longer ignore
Transfer delays have long been one of the platform sector's most persistent weaknesses. For years, advisers have complained about the complexity of moving assets between platforms, with transfers...
View ArticleThe Morning Briefing: AJ Bell adds Standard Life bond; Budget 2026 questions...
Good morning and welcome to your Morning Briefing for Tuesday 29 September 2026. To get this in your inbox every morning click here. AJ Bell adds Standard Life offshore bond to Investcentre AJ Bell...
View ArticleAJ Bell adds Standard Life offshore bond to Investcentre
AJ Bell Investcentre has launched a new offshore bond with Standard Life, expanding its range of tax and estate-planning solutions for advisers. The Standard Life International Bond is available...
View ArticleFCA secures £851,000 confiscation orders in crypto fraud case
Victims of a £1.5m crypto investment fraud are set to recover some of their losses after the Financial Conduct Authority secured confiscation orders worth £851,000 against two men. At Southwark Crown...
View ArticleTom Selby: What Budget 2026 questions should advisers expect?
It feels like yesterday that we were careering headlong towards what turned out to be Rachel Reeves’ final Budget as chancellor. The approach taken to that particular fiscal event has been widely...
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