AJ Bell

  • Woodford sold AJ Bell before float announcement

    Woodford sold AJ Bell before float announcement

    Neil Woodford sold out of AJ Bell just before the broker and platform provider confirmed plans to float on the London Stock Exchange.

  • AJ Bell ditches bonds in multi-asset income strategy

    AJ Bell ditches bonds in multi-asset income strategy

    AJ Bell has made the “rare” decision to go bonds-free in the latest addition to its managed portfolio service (MPS) range.

  • AJ Bell adds four targeted income funds to MPS range

    AJ Bell adds four targeted income funds to MPS range

    AJ Bell has added four more funds to its managed portfolio service range, citing growing demand for income solutions.

  • AJ Bell considers float, according to reports

    AJ Bell considers float, according to reports

    Investment platform AJ Bell, which sits on assets under administration of close to £40bn, is considering plans to float on the public market, according to reports.

  • AJ Bell launches active MPS

    AJ Bell launches active MPS

    AJ Bell Investments has launched an active version of its Managed Portfolio Service, with six risk-managed portfolios.

  • AJ Bell adds Global Growth to MPS

    AJ Bell adds Global Growth to MPS

    AJ Bell has added a sixth portfolio to its managed portfolio service, this time investing in global growth equities.

  • AJ Bell slices MPS charge 40% amid asset allocation changes

    AJ Bell slices MPS charge 40% amid asset allocation changes

    AJ Bell has lowered the annual management charge (AMC) on its managed portfolio service, as it moves toward a new in-house strategic asset allocation approach.

  • Serial complainer loses AJ Bell ombudsman case

    Serial complainer loses AJ Bell ombudsman case

    The Pensions Ombudsman has not upheld a complaint from a client and ex financial adviser accusing AJ Bell of poor service, negligence, maladministration and misconduct, which saw the investment firm take the “unprecedented decision” to end its relationship with him.

  • Research ‘value-add’ questioned as analysts miss mark

    Research ‘value-add’ questioned as analysts miss mark

    Analysts missed the mark more often than not with their FTSE 100 recommendations in 2017, raising more questions about the “value-add” of research, data from AJ Bell has revealed.

  • Getting to grips with Priips

    Getting to grips with Priips

    After months of planning, EU regulations Mifid II and Priips finally came in to full force last week, but uncertainty around what it means for US funds on platforms remains.

  • Platforms suspend funds over missing Priips document

    Platforms suspend funds over missing Priips document

    Bestinvest has temporarily removed a handful of investment trusts from its platform as providers failed to deliver the documents required by regulations which came into force last week.

  • Three potential Black Swans for 2018

    Three potential Black Swans for 2018

    Global financial markets have enjoyed a sustained period of remarkable calm, but will that continue into 2018? AJ Bell’s investment director Russ Mould proposes three potential ‘Black Swan’ events that could surprise markets and taint the year ahead.