Investment 16 Apr 25

Two out of three advisers ‘more likely’ to look at onshore bonds after UK tax changes

Number of advised clients who totally understand how onshore bonds work has risen to 24% from 19% two years ago

Investment 15 Apr 25

Quilter Cheviot, Quilter WealthSelect MPS added to AJ Bell platform

The aim is to enhance accessibility of its managed portfolio services to more advisers and clients

Insights 10 Apr 25

NEW: IA set to launch podcast and video series – ‘In the Loop’

The first episode of IA’s new podcast and video series: In The Loop will be released on Thursday 17 April, 2025

Financial Report. Reviewing investment portfolio. Adjusting portfolios from raising interest rates from the federal government or FED. Inflation, stock markets, funds, cryptocurrencies. Investors check their investment assets.

Investment 9 Apr 25

Foster Denovo expands State Street’s mandate

It also continues to expand its national adviser footprint

Investment | 9 Apr 25

Most advisers seek to involve clients’ family members in financial plans

The survey was completed by 151 advice professionals

Investment | 8 Apr 25

Janus Henderson and one of US’s largest life insurers forge partnership

Guardian will commit up to $400m of seed capital for Janus Henderson fixed income product innovation

Europe | 3 Apr 25

Dublin-based Quilter Cheviot Europe rolls out trio of funds

They are a series of multi-asset funds available to international clients in three risk levels

Alternatives | 3 Apr 25

Industry reacts as Trump imposes tariffs across the globe

Asian countries got hit much harder than Europe

Asia | 17 Mar 25

Sovereign investors still attracted to the US amid recent policy volatility

Private credit moving from a tactical allocation to a more strategic one for sovereigns

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