Fund inflows hit six-month high of £530m
Intense Life Desires Miranda Seath, director of market insight and fund selectors at the Investment Association Investors put...
Expense Tracking
Vanguard studies financial advisor peace of mind
The phrase “peace of mind” has appeared in so many commercials its meaning may be...
Pension schemes must explain their value to 16m savers
FCA deputy CEO Sarah Pritchard Regulators are to require DC pension schemes to publish “clear data”...
How spot bitcoin ETFs miss out on major tax alpha
Traditional investors have long viewed the approval of spot bitcoin ETFs as a kind of...
HSBC turns to Citi for HNW advice arm CEO
Isa Liu HSBC has appointed Ida Liu as CEO of HSBC Private Bank. She joined...
FINRA study shows retail investor knowledge gaps
A brief surge in retail investors during the pandemic may be over, but wealth management...
2 senior execs to exit Brooks Macdonald in reshuffle
Brooks Macdonald CEO Andrea Montague Two senior executives are to leave London-based wealth manager and...
Giant RIAs lag industry in client wealth growth, data shows
For years, the wealth management industry has steered by a single north star: moving “upstream.”...
Cash ISA deposits surge in November
Savers put £5.1bn into cash ISAs in November, according to the latest data from the...
How AI is changing advisor routines in 2026: Ask an Advisor
As many financial advisors have noticed, 2025 was a transformative year in wealth management, especially...