News
Quilter urges chancellor to prevent 'damaging pension speculation"
3+ hour, 20+ min ago (380+ words) Quilter has urged the Chancellor of the Exchequer to prevent damaging pension speculation ahead of the 2026 Budget. Last year, reports circulated suggesting tax-free withdrawals from pension pots at age 55 were under threat, prompting some people to rush to get money…...
Chris Jones: Confessions of an unregulated mind
3+ hour, 32+ min ago (519+ words) This month, Dynamic Planner's financial services director has some wise words for Andy Burnham Advice has a value in and of itself. We know from Dynamic Planner's Financial Happiness Index and associated academic research that people who take advice are…...
Nine in 10 advisers believe private markets access is "critical
1+ day, 4+ hour ago (399+ words) Nine in 10 independent financial advisers and wealth managers (89%) believe private markets access is now "critical" to capturing the growth phase of a company's lifecycle, according to research by Wealth Club. The firm said its finding show professionals in the industry…...
Why long-term investors should always ignore the market noise
1+ week, 3+ hour ago (765+ words) In over two decades of managing investments, I have never once read a headline that indicated everything is fine and markets are ticking along nicely. That is not by chance. This is not a criticism of the media " it is…...
Space X IPO: AJ Bell says demand "through the roof" as trackers and gold ditched
2+ week, 1+ day ago (475+ words) AJ Bell has revealed client demand for the Space X IPO was "through the roof" compared with other IPOs it has offered on the platform. The deal has confounded sceptics so far by blowing past the IPO price of $135 per…...
Less than half of advisers convinced by government investing push
3+ week, 4+ hour ago (476+ words) Less than half of financial advisers (42%) believe the Take The Next Step campaign launched by the Treasury and a group of city firms to increase retail investing will have the full impact the government wants. The survey conducted by Flagstone…...
Oxford Risk and Standard Life say smoothed funds are a "behavioural support tool
3+ week, 1+ day ago (505+ words) Smoothed funds are "behavioural support tools" rather than just an investment option, according to Oxford Risk and Standard Life. In jointly produced paper titled Beyond Risk: Matching Solutions to People, the firms argue that traditional risk profiling is not enough....
Openwork: Nine in 10 advisers expect AI to impact client relationships
4+ week, 5+ hour ago (384+ words) Nine in every 10 financial advisers (89%) believe artificial intelligence (AI) will have an impact on the traditional client-adviser relationship, according to the Openwork Partnership. The inaugural Openwork Pulse survey took in the views of 333 advisers across its network to examine the…...
Schroders: Half of advisers shift towards defensive assets due to recent volatility
4+ week, 5+ hour ago (442+ words) Nearly a quarter of UK advisers boosted their allocations to active managers in the process, Schroder research found Some 51% of UK advisers have adjusted client portfolios to be more defensive because of concerns over recent geopolitical volatility, according to Schroders…...
Defaqto says adviser platform assets at record high
4+ week, 1+ day ago (501+ words) Total assets on adviser platforms have reached the highest level recorded, according to data from Defaqto. The firm said advice platforms have a total of approximately "850bn on them as of March 2026. The second highest figure in the range was 8% lower…...