These funds and trusts have trumped Buffett over 20 years

Our Head of Investment Analysis, Laith Khalaf, investigates the background of funds which have outperformed Warren Buffett’s investment vehicle, Berkshire Hathaway.

Find out what they are in IFA Magazine 👇

The Pensions Regulator (ThePensionsRegulator) has announced a new Chief Operating Officer (COO) and permanent Executive Director of Digital, Data and Technology (DDaT) will join its Executive Committee and Board.
ifamagazine.com/two-new-execut…

The Pension Regulator’s Corporate Plan published this morning sets out its objectives for the next few years and identifies key challenges in 2024-25 as embedding the new DB funding code due to come into effect this autumn, ensuring schemes deliver value for money, raising…

Is MPS just a ‘one size fits all’ strategy? Find out in our upcoming webinar with Legal & General (LGIM) on Tue, May 14, 2024 at 10:00 AM - 11:00 AM BST. #MPS #FixedIncome

Register below and earn CPD! register.gotowebinar.com/register/60408…

How Consumer Duty supports the future of bespoke and tailored strategies

An analysis by Charles Stanley Wealth Managers's Sean Osborne

Read more here: ifamagazine.com/how-consumer-d…

Flagstone International (Flagstone) has expanded into the captive insurance sector by allowing clients of one of the sector’s leading firms access to its market-leading cash deposit platform. #InsuranceMarket ifamagazine.com/flagstone-inte…

Fidelity International has bolstered its fixed income team with the hire of experienced portfolio manager, Mike Riddell. Mike will join Fidelity in August from Allianz Global Investors and assume responsibility as the lead portfolio manager for Fidelity’s strategic and total…

Marygold & Co. (marygoldandcouk) Limited has announced completion of its acquisition of Step-By-Step Financial Planners Limited, (“SBS”) a UK based investment adviser. ifamagazine.com/marygold-co-an…

Earlier this year, many investors were convinced the US Federal Reserve was on track to reduce interest rates four times by the end of 2024. Back then, it struck me as wishful thinking. #InterestRates

Written by Darrell Spence, Economist at Capital Group (Capital Group)…

Dimensional Fund Advisors (Dimensional Fund Advisors) today announces the launch of the Dimensional Sterling Short Duration Real Return Fund. The fund offers investors seeking protection from unexpected UK inflation a way of maintaining potentially lower price volatility while pursuing a…

Dynamic Planner (Dynamic Planner), the UK’s leading risk based financial planning system, has added a new level of granularity to researching and reviewing the performance of DFM model portfolios.

Read more below:
ifamagazine.com/dynamic-planne…

Recent HM Revenue & Customs (HM Revenue & Customs) data shows that total IHT (inheritance tax) receipts for April 2023 to March 2024 climbed to £7.5 billion – £0.4bn higher than the same period last year. Government forecasts also estimate IHT receipts will grow to £8.4 billion in the…

Be sure to join us for our next live webinar where we’ll be looking into Fixed Income investments along with our expert panellists from LGIM (LGIM). In particular, we’ll be looking at how Fixed Income can be used as an efficient and effective diversifier within MPS and help…

Evenlode Investment (Evenlode Investment) the employee-owned investment manager known for its focus on high-quality, asset light businesses, is proud to announce it has achieved B Corp™️ status. The status recognises Evenlode’s commitment to creating a purposeful business that balances…

As had been widely anticipated, the news today that the US Federal Reserve has kept interest rates at 5.25%-5.5% for 6th straight meeting, didn’t come as any great surprise. Investment experts and strategists have been sharing their views on today’s US interest rate news and what…

How climate tech is helping to fight the climate crisis: One Planet Capital’s Matt Jellicoe

The urgency to address climate change has never been greater.

via IFA Magazine
ifamagazine.com/how-climate-te…

Quilter’s (Quilter) WealthSelect managed portfolio service has conducted an ad-hoc rebalance on Monday, 22 April, across its WealthSelect Managed range. Portfolio manager Stuart Clark, CFA noted that the Active and Blend portfolios have benefited from some holdings delivering…

Quilter (Quilter) Financial Planning, the advice network, has announced the appointment of Joanne Bean as a senior relationship manager. She joins after spending two decades at Tenet Group, where she previously held the role of business support consultant, leading on…

More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in popularity of DIY investment solutions and off-the-shelf products means that before advisers can talk solutions with their clients, they regularly have to justify their value…

St. James’s Place (St. James's Place) announces the appointment of Kunal Oak as Director of Investment Products. Kunal will be responsible for building and maintaining SJP’s investment proposition through the design, development, and review of new and existing investment products. Kunal…