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PIMFA appoints Morningstar as sole index series’ provider


By Jack Gray

The Personal Investment Management and Financial Advice Association (PIMFA) has reached an agreement with Morningstar for the investment research firm to act as the new sole index series’ provider


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Causeway Capital expands into UK market

Independent active equity manager Causeway Capital Management has expanded into the UK market with the opening of a new London office, operated through its new subsidiary Causeway Capital Management (UK) Ltd

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Govt urged to reconsider VCT tax relief changes

The government should reconsider changes to venture capital trust (VCT) tax relief announced in the Autumn Budget as they are likely to result in a fall in VCT investment, according to Wealth Club

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Higher earners missing out on ‘hundreds of millions’ in pension tax relief

Higher earners in the UK are missing out on hundreds of millions of pounds in unclaimed pension tax relief each year, according to Penfold

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Chancellor ‘risks complicating ISA landscape’, Treasury Committee warns

The Treasury Committee has warned that Chancellor, Rachel Reeves, risks “complicating the ISA landscape” with her changes to the Cash ISA announced in the November Budget

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Trust usage on the rise amid IHT and reporting requirement pressures

The use of trusts is on the rise in the UK as their role in estate and succession planning continues to grow in importance, according to Utmost Wealth Solutions

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Titan Wealth to acquire Innes Reid Investments

Titan Wealth has announced its intention to acquire Chester-based financial advice firm Innes Reid Investments Limited

Women twice as likely to be dissatisfied with their adviser’s knowledge than men

Advised women are twice as likely to be dissatisfied with their adviser’s knowledge than their male counterparts, research from Scottish Widows and Boring Money has shown

Former Morningstar CIO launches investment consultancy for advice firms

Former Morningstar chief research and investment officer, Dan Kemp, has launched an investment consultancy and research platform aimed at bringing institutional-grade investment capabilities to advice firms
Quilter launches smoothed funds partnership with Standard Life

Quilter has announced a partnership with Standard Life to launch a new smoothed funds offering

W1M agrees acquisition of Vermeer Partners

W1M Wealth Management has reached an agreement to acquire Vermeer Partners for an undisclosed amount

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