Jupiter Fund Management saw £1.6bn in net outflows for the quarter ended 30 September, taking total net outflows for the year to date past the £5bn mark.
Orion, RBC Wealth Management named Innovators of the Year at ADVISE AI
The top award winners cap off Financial Planning’s inaugural Innovation Award series.
Michael Kitces on what he does — and doesn’t — trust AI with
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also overpromises, he said at ADVISE AI.
‘Diet’ COLA: Advisors talk to clients about the lowest increase in years
With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here’s how planners are guiding clients through the impact of that slight bump.
CISI adds new board member
Professional body the Chartered Institute for Securities & Investment (CISI) has appointed Neil Atkinson Chartered FCSI to its Board.
The top 10 best-performing ESG funds of the decade
ESG has become more material to over two-thirds of asset owners’ investment processes in the previous five years, Morningstar says.
FCA issues warning over 5 unauthorised firms
The FCA has issued warnings over five unauthorised crypto asset, forex and CFD firms operating in the UK without any permissions from the regulator.
Cetera picks up insurer’s wealth unit with Concourse Financial purchase
Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to avoid heavy regulation and thinner margins.
Transact offers ‘more efficient’ document delivery
Adviser platform Transact has linked with fintech provider Moneyinfo to offer what it calls a new approach to document delivery.
Tech Spotlight: GReminders on streamlining and shrinking the tech stack
End-to-end meeting manager GReminders is using AI to streamline all the other AI meeting tools, like Calendly and Fireflies.ai, under one roof to make life easier for advisors.