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Institutional and wealth sector investment drives LTAF AUM up to £7.3bn


By Jack Gray

The assets under management (AUM) of long-term asset funds (LTAF) approved by the Financial Conduct Authority (FCA) have increased to around £7.3bn, analysis from Morningstar has shown


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Hoxton Wealth partners with BNY Pershing on platform and client experience

Hoxton Wealth has entered into a partnership with BNY Pershing, aiming to strengthen its platform and improve client experience

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IHT changes driving increased demand for life insurance

Changes to inheritance tax (IHT) rules are driving increased demand for life insurance in the UK and pushing people to rethink their financial planning strategies

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AIC outlines recommended changes to listing rules

The Association of Investment Companies (AIC) has put forward a series of recommended changes to the UK listing rules in light of actions taken by Saba Capital relating to investment trusts’ boards of directors

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W1M completes acquisition of Vermeer Partners

W1M Wealth Management has completed its acquisition of Vermeer Partners following regulatory approval from the Financial Conduct Authority (FCA)

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Report identifies ‘fee transparency gap’ in financial advice market

Advisers have been warned of a ‘fee transparency gap’ in the UK financial advice market that is creating a disconnect between advisers and clients, despite overall satisfaction with the value of advice, according to Unbiased

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Nearly half of UK adults expect to use targeted support

Nearly half (44 per cent) of UK consumers are confident they will use the Financial Conduct Authority’s (FCA) targeted support regime, which came into force yesterday (6 April), research from KPMG UK has shown

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Platform service delivery leadership ‘shifting’ to smaller and specialist providers

Platform service leadership is shifting as smaller and specialist providers increasingly outperform more established platforms, despite not being among the most widely used, according to Defaqto
Clifton Wealth Partnership acquires Essex advice firm

Clifton Wealth Partnership (CWP) has acquired Essex-based financial planning firm Cutting & Carter for an undisclosed sum

Advisers urged to reassess communications with retirement clients to build trust

Financial advisers often use language that triggers distrust, anxiety, and disengagement among retirement clients, and should reassess their communications to prioritise personal situations rather than products, according to Oxford Risk and NextWealth

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