Industry
Brooks Macdonald FUM drops £1.8bn in nine months
Inflows of £200m could not offset negative market movements which took FUM back to March 2021 levels
Model portfolios finally become key cog in US advice market
Industry has had a ‘slow and steady transition’ towards it being financial planning-oriented
Janus Henderson walks back longstanding bond duration underweight
As it predicts policy rates will peak in early 2023
UK wealth manager inks management buyout
Founder has stepped down after setting it up over 13 years ago
Does ESG have a place in the UAE advice sector?
Most wealth managers expect going green will help them grow over next three years