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WEB1 day ago · Meet the asset allocators: Peter Dalgliesh, Parmenion IM. Peter Dalgliesh, chief investment officer at Parmenion IM, discusses why it’s hasty to conclude that 60/40 investing is dead and the Knight of the Realm he believes would make a good portfolio adviser. 30 May 2024.
Homepage | PA Adviser
WEB2 days ago · Nine in 10 advisers say capital gains tax becoming greater concern. HMRC data shows a 36% increase in people liable for CGT since 2019/20. 5th September 2024. Investment.
FCA temporarily exempts investment trusts from PRIIPs regulation …
WEB8 hours ago · The Treasury and FCA will temporarily exclude investment trusts from PRIIPs regulation as it attempts to create a new regulatory framework for Consumer Composite Investments (CCIs), including a policy for fair representation of cost disclosure.
Federal Reserve cuts interest rates by half a percentage point
WEB12 hours ago · Federal Reserve cuts interest rates by half a percentage point. The Federal Reserve (Fed) opted for a 50 basis point interest rate cut on 18 September, marking the first lowering in four years. Leading up to the decision, markets oscillated between expecting a 25 point and 50 point cut, as the Fed balanced its inflation goals with unemployment ...
Six in seven advisers have clients going leveraged long on stocks …
WEB2 days ago · Six out of seven IFAs and wealth managers have clients that have accessed leverage products for long positions or shorted stocks, a survey has found. Researchers working on behalf of exchange-traded products (ETPs) provider Graniteshares spoke to 100 wealth managers and IFAs. They also found nine …
Funds | Portfolio Adviser
WEBAug 10, 2023 · Fidelity Multi Asset Allocator range In this Range in Five, lead portfolio manager Chris Forgan breaks down the five funds that sit within it, their investment process and what makes them different to their peers.
Rob Thorpe: What is behind the dominance of MPS? - PA Adviser
WEBMay 2, 2024 · Rob Thorpe: What is behind the dominance of MPS? Service has experienced rapid growth over recent years compared to its fund of funds and multi-asset fund peers. In recent weeks I have observed numerous headlines highlighting the dominance of model portfolio services (MPS) in industry fund flows. This trend is good news for consumers as it ...
Interest rates stay at 5% as ‘dark clouds gather once again’ over …
WEB7 hours ago · Interest rates stay at 5% as ‘dark clouds gather once again’ over the UK. The Bank of England has kept interest rates at 5% after the Monetary Policy Committee’s latest meeting today (19 September) It had cut rates to 5% in August from a 16-year high of 5.25%, having brought inflation in the UK down to its 2% target.
‘Generational divide’ between seasoned advisers and newcomers
WEBSep 4, 2024 · There is a ‘generational divide’ between seasoned advisers and those new to the industry, according to a research report from Wealthtime. Succession planning in an age of employees is the first of two reports being published by Wealthtime in partnership with Octo Members. The adviser platform put together focus groups to get a read on the ...
News Archives | Portfolio Adviser
WEBSep 11, 2024 · Apax Global Alpha to invest £24.4m as part of Veriforce acquisition. The Apax XI fund, in which AGA is a limited partner, has agreed to acquire Veriforce. August 29, 2024.