News
Standard Life/Aegon UK deal signals provider 'shrinkflation' as advisers await impact
5+ hour, 21+ min ago (33+ words) News editor at Professional Adviser P1 rolls out latest platform update for advice firms Defaqto adds 'star' ratings to boost platform transfer visibility Second consecutive quarter of inflows Including Lo A average response times...
Reliable Returns: Foreign equity returns and the growing significance of operational leakage
2+ week, 5+ day ago (81+ words) Professional Adviser Financial advisers in the UK are examining more closely what sits beneath the headline case for overseas equities Global diversification remains a (growing) cornerstone of portfolio construction for private and corporate clients, but cross-border investing introduces operational, tax…...
Tackling the biggest challenge facing financial services in the UK
1+ mon, 1+ week ago (53+ words) Clive Waller on platforms sector change and a new sponsor for the Vanguard UK Platform Awards Clients could be losing out by sticking to index funds over ETFs 'Trust in financial services is slipping' "This was a low-key event, especially…...
Vanguard to sponsor UK Platform Awards
1+ mon, 1+ week ago (74+ words) AI's power problem has a green solution How are firms using AI to stay ahead of competitors? New tech vital to multigenerational money movement Darius Mc Dermott: Is income under pressure? Business asset disposal relief, CGT and the importance of…...
Wealth managers back AI adoption despite growing client unease
1+ mon, 2+ week ago (51+ words) UK inflation falls to 3% to give Bo E 'green light' for rate cut Eden Tree renames entire fund range to align with SDR labelling While transformative AI is just a tool " to be used by people, for people "Bolting on…...
Titan Wealth expands into HNW sport advice with PSN tie-up
6+ mon, 1+ week ago (105+ words) Titan Wealth is expanding into high-net-worth (HNW) sports advice after announcing a strategic partnership with Premier Sports Network (PSN). Titan said it would launch a dedicated wealth sports division after the tie-up with PSN, an invitation-only global sports and entertainment…...