AJ Bell continues strong year as assets surpass £83.7bn in Q3
It attracted 25,000 new customers over the past three months, bringing its client base to 528,000
Author: Tom Aylott
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Polar Capital Tech’s Rogoff: ‘Concentration risk remains elevated’
Shares soared 50.5% over the past year, but more than half its assets were concentrated in 10 stocks
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Harwood Capital launches its first ETF
The new global equity ETF will be overseen by former Artemis manager Alex Illingworth
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69% of advisers are unprepared for the biggest wealth transfer in history
Older generations are set to pass down $72.6trn over the next 20 years, but advisers will only capture £5.5trn of it
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RSMR acquired by Fintel in its ninth acquisition in a year
The fund research agency will become part of Defaqto
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American Century: Investors are so captivated by yield they’re ignoring credit risk
Fixed income investors are being ‘far too blasé’ about historically tight credit spreads
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Calastone: The ETF industry ‘desperately needs standardisation’
Assets have skyrocketed to $12.7trn, and policy needs to keep up with rapidly accelerating demand
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VSA Capital Group posts ‘extremely disappointing’ losses of £2.7m
Cash also fell 82% as the company’s debts rose to £0.6m
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Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers
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Scottish Mortgage buybacks: ‘We’d rather be spending that money on new investments’
The trust is spending £40m a week on buybacks, following £311 payout to halve ‘uncomfortable’ stake held by Elliott
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Calastone: Equity fund flows have their best six months on record
They raked in £11.4bn in the first half of the year, with UK investors favouring US and global funds
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Less than half of UK investors are happy with portfolio performance
Respondents said geopolitics and economics were ‘more turbulent than at any other time in the past decade’