Wealth Investment News

Latest News

PIMFA raises concerns over FCA’s consumer investment disclosure proposals

By Jack Gray

21/8/26

The Personal Investment Management & Financial Advice Association (PIMFA) has raised concerns over several proposals in the Financial Conduct Authority’s (FCA) consultation on simplifying consumer investment disclosures

Highlighted Content

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.

Rising complexity and wealth transfer driving more families to consider family office model

Hymans Robertson Personal Wealth has identified several trends that are driving more families and individuals to consider adopting the family office model for managing their wealth

Wealth managers expect China to share global AI leadership with the US

Wealth managers and institutional investors believe the US will have to share overall artificial intelligence (AI) global leadership with China within five years, according to research from Robocap

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

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

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

Over half of wealth and advice firms earn 2% or less on cash reserves

More than half (56 per cent) of UK independent financial advice (IFA) and wealth management firms earned 2 per cent or less on their cash reserves in the past 12 months, Flagstone has revealed