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multi-asset

PA Awards 2025: Multi-asset shortlists revealed

Investment

PA Awards 2025: Multi-asset shortlists revealed

The industry’s best in balanced, high yield, adventurous and cautious funds

clock 15 January 2025 • 2 min read
AJ Bell cuts fees across multi-asset income range

Investment

AJ Bell cuts fees across multi-asset income range

£1.5bn of inflows this year

clock 14 November 2024 • 1 min read
Multi-asset funds 'make much more sense' following CGT changes

Multi-Asset

Multi-asset funds 'make much more sense' following CGT changes

Advisers show their interest in a multi-asset fund approach

clock 06 November 2024 • 3 min read
Partner Insight: Does technology really make investment simpler?

Investment

Partner Insight: Does technology really make investment simpler?

How outsourcing and the latest AI tools allow advisers to focus on what matters: the client

clock 11 September 2024 • 2 min read
The top reasons advisers recommend multi-asset funds

Investment

The top reasons advisers recommend multi-asset funds

90% of advisers use multi-asset strategies, Aegon finds

clock 02 September 2024 • 2 min read
Titan Wealth to shutter multi-asset range of funds

Investment

Titan Wealth to shutter multi-asset range of funds

Move follows Tavistock partnership collapse

clock 02 September 2024 • 1 min read
Partner Insight: Is 'Spikeflation' on the cards after rate cut?

Investment

Partner Insight: Is 'Spikeflation' on the cards after rate cut?

Royal London’s Trevor Greetham, explains how advisers can navigate ‘spikeflation’

clock 28 August 2024 • 2 min read
Vanguard tops as most recommended multi-asset solution

Multi-Asset

Vanguard tops as most recommended multi-asset solution

Defaqto names its top ten recommended multi-asset solutions this year

clock 24 July 2024 • 2 min read
IFA firms risk future complaints over high-risk decumulation funds

Income

IFA firms risk future complaints over high-risk decumulation funds

High-risk multi-asset funds regularly used for decumulation clients

clock 10 June 2024 • 2 min read
Consumer Duty leading to advice firms reviewing client banks

Consumer Duty

Consumer Duty leading to advice firms reviewing client banks

Advice firms are ‘offboarding’ clients that they cannot service profitably

clock 06 June 2024 • 1 min read
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