PA Adviser spends a week in the life of Keith Balmer, portfolio manager, multi-asset solutions (EMEA) at Columbia ...

Families in the United Kingdom paid £315m in inheritance tax (IHT) on gifts in the past year, according to TWM Solicitors.

Four in five pensions professionals (80%) are confident collective defined contribution schemes can improve retirement ...

The Financial Conduct Authority (FCA) has launched a consultation into how fair redemption terms work for funds that invest ...

Marlborough has hired a trio of investment managers to expands its Personal Portfolio service.

Financial advice software specialist Intelliflo has acquired Mabel Insights. The deal brings Mabel’s research, portfolio ...

Quilter’s half year net inflows surged by a third versus last year to £5.8bn, with total assets reaching £157.4bn. Core net inflows jumped to £6bn, while platform assets rose 13% to £117.9bn. Quilter ...

The Financial Conduct Authority (FCA) has banned a financial adviser from carrying out regulated activity after his involvement with fraudulent investment schemes. According to a final notice handed ...

St. James’s Place (SJP) has made a number of changes to the manager line-up for its global and UK funds. The wealth manager has appointed five new external fund managers to its global fund as it moves ...

AJ Bell has agreed to sell its Platinum SIPP and SSAS business to InvestAcc Group for £25m. The move is part of the company’s strategy to simplify its business model and focus on the core platform. AJ ...

When it comes to diversifying away from equities and bonds, investors have often turned their gaze to the IA Commodities and Natural Resources sector. However despite it’s appeal of being a genuine ...

One of the defining discussions over the past 12 months has been around the dominance of US equities and whether the US has had it too good for too long. Without wanting to cover old ground, we have ...