Wealth | Wealth Adviser

Election tactics could reveal potential returns

Wed, 13/11/2019 - 16:45

Uncertainty is par for the course in the period running up to an election, but, says Allan Lane (pictured), co-founder of ETF data provider Algo-Chain, “whatever the outcome, in investment terms, the asset classes that will be most affected in the forthcoming general election will be UK equities and fixed income, particularly inflation-linked and corporate bonds, as well as UK-focused property funds.” »

VitalityInvest makes series of product updates for advisers

Wed, 13/11/2019 - 10:22

VitalityInvest has announced an update on the performance of its VIRO fund range two years on from inception and expansion of its third-party fund range. »

Tax uncertainty facing the UK election is main concern for HNWIs

Tue, 12/11/2019 - 11:24

According to a survey published by Saunderson House, a London-based wealth manager, a change in government and a rise in taxes are the primary threats to financial independence and wellbeing amongst high net worth individuals (HNWIs). »

Advisor Group and Ladenburg Thalmann to merge in USD1.3bn deal

Tue, 12/11/2019 - 10:47

Independent wealth management firm Advisor Group, and Ladenburg Thalmann Financial Services, a publicly-traded diversified financial services company, have agreed to a merger of the two companies. »

Over half off over-50s IFA clients have not asked for IHT advice

Fri, 08/11/2019 - 15:22

Well over half (58 per cent) of investors aged over 50 who use an Independent Financial Adviser have not asked them for Inheritance Tax (IHT) advice according to new research amongst UK advisers conducted by TIME Investments, a specialist in estate planning solutions. »

Kestra Private Wealth Services adds wealth adviser to platform

Thu, 07/11/2019 - 10:09

Kestra Private Wealth Services (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, has added financial advisor Kim Hodges to its platform. »

Brooks Macdonald lowers ongoing charges for Platform Managed Portfolio Services

Tue, 05/11/2019 - 16:45

Brooks Macdonald has set a reduced target OCF (ongoing charges) for its Platform Managed Portfolio Service (PMPS) of 1 per cent for active portfolios and 0.5 per cent for passive portfolios, inclusive of Brooks Macdonald’s fees and underlying fund charges. »

Investment trusts face survival challenge

Tue, 05/11/2019 - 16:37

Research published by online investment platform, interactive investor, has found that in the last 15 years, survival rates of some investment trusts have been as low as 33 per cent. »