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multi-asset

IFA firms risk future complaints over high-risk decumulation funds

Income

IFA firms risk future complaints over high-risk decumulation funds

High-risk multi-asset funds regularly used for decumulation clients

clock 10 June 2024 • 2 min read
Consumer Duty leading to advice firms reviewing client banks

Consumer Duty

Consumer Duty leading to advice firms reviewing client banks

Advice firms are ‘offboarding’ clients that they cannot service profitably

clock 06 June 2024 • 1 min read
Multi-assets attracting less client money compared to MPS

Multi-Asset

Multi-assets attracting less client money compared to MPS

Advisers choose to blend multi-asset funds and MPS in client portfolios

clock 06 June 2024 • 1 min read
Growth opportunities: Multi-asset is already making up for lost time

Multi-Asset

Growth opportunities: Multi-asset is already making up for lost time

What are multi-asset funds' future prospects?

clock 08 April 2024 • 4 min read
Partner Insight: Vanguard — why discipline is key for multi-asset investors

Industry voice

Partner Insight: Vanguard — why discipline is key for multi-asset investors

Especially during periods of market volatility

clock 14 July 2023 • 8 min read

Investment

Multi-asset funds continuing popularity rise among advisers

Ongoing concerns from clients around turbulent economics

clock 13 June 2023 • 1 min read
Advisers leaning in strongly on allocations to multi-asset solutions

Consumer Duty

Advisers leaning in strongly on allocations to multi-asset solutions

RLAM survey shows multi-asset to be a key choice for increasing exposure

clock 21 February 2023 • 1 min read
Partner insight: Looking beyond the classic 60/40 portfolio

Multi-Asset

Partner insight: Looking beyond the classic 60/40 portfolio

Investors need broad diversification to provide greater resilience to inflationary market shocks, say Royal London's Hiroki Hashimoto and Ken Scott

clock 09 August 2022 • 2 min read
Rathbones maintains positive flows in H1 as profits decline

Markets

Rathbones maintains positive flows in H1 as profits decline

Profits drop to £50m

clock 28 July 2022 • 2 min read
Tom May: Could predictable returns be the key to setting expectations in low-return world?

Investment

Tom May: Could predictable returns be the key to setting expectations in low-return world?

Weather the storm

clock 15 July 2022 • 5 min read
123
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04 February 2025 • 4 min read
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Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
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