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  • The reviews are available on Defaqto’s adviser website and through its Financial Planning software Defaqto Engage.

    Defaqto adds investment trust reviews

  • The number of single-family offices has risen over 40% since 2008

    UHNW investors stepping into SME investment

  • Chris Cummings, CEO of the Investment Association

    Investors pull £822m in 4th month of net retail outflows

  • Oliver Robson

    Evelyn Partners hires investment director from Quartet

  • The most common cryptocurrencies that clients who had lost money had invested in were Bitcoin (93%), Ethereum (32%) and Dogecoin (17%).

    Just 1 in 10 advisers would consider crypto investing

  • Planners should sit tight, stay calm and ride out the storm, according to One Four Nine's Dr Bevan Blair

    Don’t let emotion rule investment decisions - One Four Nine

  • The Hargreaves Lansdown Investor Confidence index September 2022

    Investor confidence lowest since 1995

  • SJP said the merger will streamline and simplify its offering

    SJP merges four UK equity income funds

  • People are often confused by pensions and investments

    2 in 3 consumers clueless about their pension

  • Canada Life surveyed 159 financial advisers during roadshow evets in September and October.

    2 in 3 clients worried about investment volatility

  • The FCA issued a warning yesterday

    Scammers clone 2 Abrdn bond funds

  • The House of Commons

    Government to scrap the 10% drop rule

  • AJ Bell surveyed 251 financial advisers and paraplanners between 5 and 12 December.

    1 in 5 advisers to revamp investment propositions

  • AJ Bell Investcentre platform

    Adviser back regional equity funds in 2022

  • The FCA's ScamSmart website

    Investors saved £2m last year by spotting scams

  • FOS website

    Pension and investment complaints fall by 8%

  • Charles Schwab surveyed 1,000 UK investors with at least one type of investment in February.

    Half of investors scaling back investments

  • Chris Cummings, chief executive of the Investment Association

    Fund inflows hit highest level since 2021

  • Liz Field, chief executive of PIMFA

    PIMFA warns FCA proposals threaten MPS

  • Greenwashing is a concern for advisers

    Quilter Cheviot offers ‘greenwashing’ training to advisers

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