Should retail investors be given access to LTAFs?
Advisers will play a ‘key role’ in helping clients understand long-term asset funds
Regulation
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FCA sees improvement in value assessments but warns there is ‘still work to do’
FCA warns not enough firms are cutting fees
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Progeny buys Nottingham-based wealth manager
Purchase brings Progeny’s AUM to £8bn
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Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September
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13 St James’s Place funds delivered ‘insufficient value’ in latest AoV report
Funds that failed include Balanced Managed, Japan and Strategic Income
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FCA tightens online financial promotions guidance
Increasing scrutiny of financial influencers on social media
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Chancellor Hunt addresses inflation, regulatory shifts and reform in Mansion House speech
High levels of inflation are ‘not insurmountable’ amid ‘resilient’ UK economy
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16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years
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FCA director of ESG defends ‘sustainable improver’ fund label
Sacha Sadan addressed concerns over SDR during Morningstar’s Investment Conference
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FCA: ‘Gaps observed in liquidity management’ could lead to ‘risk of investor harm’
Regulator warned that firms lack arrangements to combat market-wide redemptions
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FCA to grill bank bosses as cash rates lag investment platforms
CEOs of Barclays, HSBC, Natwest and Lloyds have been asked to attend a meeting
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FCA widens retail investor access to LTAFs
But the move has received mixed reviews from industry commentators
