Wealth Investment News

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Great Wealth Transfer to open ‘new chapter’ of growth for wealth managers

By Jack Gray

19/8/26

The ‘Great Wealth Transfer’ will open a new chapter of structural growth for the wealth management industry, which will need to adapt to the diversity of inheritors’ profiles, according to Edmond de Rothschild

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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.

Advisers see geopolitics and government debt as biggest fixed income market risks

Financial advisers and wealth managers see geopolitical instability, government debt, and persistent inflation as the greatest risks facing the fixed income market over the next 12 months, analysis from Nedgroup Investments has shown

Wealth sector consolidation presents opportunity but strong standards required – FCA

The growth, consolidation, and use of technology seen in the wealth management industry are presenting opportunities, but firms must ensure they are matching this with strong standards, according to the Financial Conduct Authority (FCA)

Canaccord Wealth agrees acquisition of EFG Harris Allday

Canaccord Genuity Group has agreed to acquire the front office teams and client assets of EFG Harris Allday for an undisclosed sum

Rosemount integrates Intelliflo Office as CRM provider

Financial planning network Rosemount Financial Solutions (IFA) has integrated Intelliflo Office (IO) as its customer relationship management (CRM) provider for member advisers

AJ Bell to launch new brand identity

AJ Bell has announced plans to launch a new brand identity across its dual-channel platform and AJ Bell Investments

Advisers increasingly see retirement support as key differentiator for pension providers

Almost half (48 per cent) of independent financial advisers (IFAs) believe retirement support is becoming the key differentiator between workplace pension providers, while 64 per cent feel providers still look too similar, research from People’s Pension has found

Investment trust ownership among UK investors falls to 9%

Fewer than one in 10 (9 per cent) UK investors include an investment trust in their portfolios, according to Boring Money, the lowest level since the company started tracking adoption in 2021