Good morning and welcome to your Morning Briefing for Friday 10 January 2025. To get this in your inbox every morning click ...

Kingswood has appointed former Succession Wealth executive Peter Coleman as its new chief executive. Coleman was hired as CEO ...

One topic starting to crop up more in the advice sector is emotional intelligence (EI) – essentially, an awareness of how ...

We begin 2025 with the global economy in relatively good shape, and we have a relatively positive view of risk assets as a result. However, valuations are elevated in some areas of the market, so a ...

For the fourth consecutive year, the Fundsmith Equity fund run by Terry Smith has underperformed the MSCI World Index and for ...

Attivo Investments has partnered with US technology firm SEI to launch discretionary managed portfolio services (MPS). The investment firm will leverage SEI’s co-chief investment officer (CIO) ...

Fixed income will offer more opportunities for active investors over the next few years, as the asset class reacts to a ...

Aegon Asset Management is to adopt the ‘Sustainability Focus’ label under the Financial Conduct Authority (FCA’s) ...

Advise Wise has announced the extension of its one-click instruction feature to Forever Legal’s later life legal services.

Knowing a social media presence can make you more employable in the advice sector is one thing, but building your personal ...

Good morning and welcome to your Morning Briefing for Thursday 9 January 2025. To get this in your inbox every morning click ...

Tatton Core Active was the most recommended managed portfolio solutions (MPS) investment solution for value in 2024.