NextWealth’s Heather Hopkins: AI makes financial planning more fun
Industry uptake is still relatively low, explains the NextWealth MD and founder
BlackRock
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BlackRock: 70% of wealth investors to hold up to a fifth in private assets by 2030
‘The era of no allocation to private markets will come to an end’ as wealth investors up their exposure over the next five years
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BlackRock American Income becomes first trust to adopt systematic strategy
The new AI-led approach will drop fees from 0.7% to 0.35% following a period of underperformance
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BlackRock Frontiers and Latin American make manager changes
Amid changes to BlackRock’s global emerging markets team
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Third party MPS providers grab market share despite insourcing movement
Outsourcers are still the main drivers of asset growth in MPS, according to ISS Market Intelligence report
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In a volatile world, diversification must go beyond 60/40
There is a growing consensus, including BlackRock’s Larry Fink, that a portfolio split between public equities and bonds is no longer enough in today’s markets
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Gold soars, tech slumps: What happened in markets in March?
Eight of the top 10 funds for the month were gold and precious metals funds
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Patria and Foresight trusts join AIC’s ‘dividend heroes’ list
‘A notable achievement over a turbulent time for markets’
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Macro matters: Is IA Latin America in terminal decline?
The sector could face closure just four years after it was launched as the number of funds dwindles
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BlackRock hits back at ShareAction report while halting meetings with investee companies
The asset manager championed its voting record while simultaneously backing away from engagement meetings
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Pridham Report: Over half of UK fund groups see sale improvement in end of 2024
Pridham Report shows a quarter of growth for active equity funds
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BlackRock maintains US overweight in AI wobble
BlackRock believes AI remains in ‘buildout’ phase