Retail investors may often not understand key issues with passive fixed income funds and focus too much on lower management costs rather than performance.
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8 May 2025
Rathbones Group Plc First Quarter Trading Update
A trading update for the three months ended 31 March 2025 from Rathbones Group Plc.
7 May 2025
Retirement planning drives demand for bespoke investment services
Financial advisors expect demand to rise for bespoke portfolios
28 April 2025
VAT on school fees could raise cost of private education to £667,900
Parents sending a child to private school face paying up to £111,300 extra.
16 April 2025
Demand for bespoke investment choices is growing
Financial advisers say their clients increasingly want access to ETFs, investment trusts, equities, bonds and AIM shares
3 April 2025
Retail investors opposed to scrapping or restricting access to cash ISAs, research shows
Just 11% would support moves to change rules on ISAs and only one in five would invest more in the stock market as a result