ARC Research launches benchmark MPS Index to give IFAs ‘clarity’ on performance
ARC Research has launched ARC Managed Platform Solutions (MPS) Indices to give…
Rathbones sees £3.4bn of outflows, ‘partly elevated’ by Autumn Budget
Rathbones saw outflows of £3.4bn in Q4 of 2024, which were “partly…
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IFAs believe clients will hold investments longer to defer paying higher CGT
Over two thirds (69%) of UK independent financial advisers believe clients will…
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Only 6% of IFAs use AI to deliver services to clients, says report
Only 6% of independent financial advisers use any artificial intelligence (AI) tools…
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One in seven IFAs still unclear on good customer outcomes
One in seven (16%) independent financial advisers say they are still unclear…
Evelyn Partners inflows jump 50% to £2.1bn
Evelyn Partners has reported gross inflows of £2.1bn in Q4 2023 –…
Söderberg & Partners buys stake in financial advice firm
Söderberg & Partners has bought a minority shareholding in financial advice firm…
Human ‘bedrock’ of IFA industry hampering robo-advice threat
Demand for the human element of financial advice is continuing to impede…
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IFAs believe 35% of their clients could be classed as vulnerable
Independent financial advisers believe 35% of their clients could be classed as…
VCTs have more ‘appeal with the IFA community’ says Pembroke VCT CEO
Pembroke VCT chief executive Andrew Wolfson has told Money Marketing venture capital trusts…
Bellevue Asset Management: Advisers are our bridge to retail investors
Bellevue Asset Management director and portfolio manager Paul Major has told Money…
Consumer Duty is a reason for both excitement and caution
A mixture of excitement and caution is what independent financial adviser firm…
