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Digitally fluent younger generations ‘reshaping’ wealth management

By Jack Gray

26/3/26

Generation Z and Millennial investors are reshaping wealth management by being digitally fluent, highly engaged, and more likely to express preferences based on personal values, according to a report from the CFA Institute

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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.

FSCS unveils five-year strategy to strengthen financial stability and customer outcomes

The Financial Services Compensation Scheme (FSCS) has published its new five-year strategy for 2026-2031, outlining plans to strengthen its role as a 'cornerstone' of UK financial stability while delivering value for consumers and the wider financial services industry

Industry welcomes FCA simplified advice push but flags risks and delivery challenges

The Financial Conduct Authority’s (FCA) consultation on simplifying pensions and investment advice rules has been broadly welcomed by industry stakeholders as a step towards closing the advice gap, although concerns remain around execution, risk and commercial viability

More than nine in 10 advisers using MPS; usage set to rise further

More than nine in 10 (91 per cent) financial advisers are using managed portfolio services (MPS) for their clients, with usage set to grow further, research from Charles Stanley has revealed

Investors remain interested in green transition despite political pushback

Investors want to be able to invest in companies that are enabling the green transition, despite opposing political rhetoric and performance concerns, according to Quilter

People moves: Mercer, TrinityBridge, and Osmosis

The latest appointments in the wealth management industry

ISA millionaire population estimated to have trebled over past three years

The number of people with ISA portfolios worth £1m or more is expected to total around 17,600 by April 2026, representing a threefold increase since the start of the 2023/24 tax year, analysis of HMRC figures by Rathbones has shown

FCA consults on simplifying pension and investment advice rules

The Financial Conduct Authority (FCA) has published a consultation on updated advice rules, seeking views on how to make it easier for firms to give simplified forms of personalised financial advice